Access real-time market data and trade securely
Access client portfolios, view market data, and manage trades. Track performance metrics, send secure messages, and schedule client meetings. Integrate with Wealthscape platform for secure brokerage operations.
Showing 21–40 of 1,000 ranked alternatives.
Personal Capital Corporation
Track expenses, plan budgets, manage accounts
Manage all financial accounts in one place. View net worth, track investments, and plan for retirement. Set budgets, monitor spending, and receive personalized financial insights. Sync accounts and access real-time market data.
M1 Finance LLC
Earn, , and borrow with ease
Manage finances with high-yield savings, investment options, and borrowing features. Deposit funds, earn interest, and in stocks or ETFs. Create personalized investment portfolios or select pre-curated options.
IG Index Ltd
Trade pairs and monitor spreads
Trade with 80+ spot currency pairs. Execute trades with 0.8 pip spreads. Access real-time market data and news. Receive trade signals and expert analysis. Place orders and manage positions. Contact human support for guidance.
Wealthfront, Inc.
Earn interest and withdraw instantly
Manage a cash account with a 3.90% APY, no fees, and a 0.65% bonus for new clients. Withdraw instantly to eligible accounts and use over 19,000 free ATMs. Get two ATM fee reimbursements up to $7.50 each.
The Guardian Life Insurance Company of America
Access , view , make payments
Access Individual Market Guardian and . View policy details, coverage, beneficiaries, and riders. Make secure payments, manage automatic payments, and change billing schedules. View payment history up to three years.
Fidelity Investments
Manage health plans and track expenses
View health plan coverage details and benefits. Track expenses and manage accounts. Access provider directories and prescription information. Submit claims and view payment history. Set up and manage health savings account contributions.
Iris Social Stock App Inc.
Copy trades in real-time
Automate investments by copying selected traders in real-time. Connect existing portfolios to replicate trades. Access a trader directory to choose and follow specific accounts. Track performance and manage copied trades within the portfolio.
Fidelity Co-operative Bank
Access accounts, set alerts, make payments, transfer
Access accounts and manage banking services remotely. Set balance alerts, make payments, transfer funds between accounts, deposit checks via photo, reorder or disable debit cards, view and save statements, and locate branches.
Fidelity Bank N.A.
Monitor accounts, review transactions, deposit checks, pay
Monitor accounts, review transactions, and check balances. Deposit checks via photo, pay bills, and make transfers. Find nearby branches. Send and receive money using Zelle®. Access with passcode, touch ID, or face ID.
WEBULL PAY PTE. LTD.
Buy, , and track
Manage cryptocurrency portfolio with support for Bitcoin, Ethereum, USD Coin, Litecoin, Dogecoin, Shiba Inu, and other coins. Buy and using a brokerage account. Set price alerts for market updates. Track portfolio performance and manage trades.
The Dividend Tracker LLC
Track dividends, forecast income, visualize earnings
View income with a quick and easy format. Track payout dates and amounts. Forecast monthly and annual earnings. Visualize income trends and portfolio performance. Manage portfolios and monitor income streams.
Edelman Financial Engines, LLC
Track accounts and view progress
View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.
CONSUMERS CREDIT UNION
View balances, transfer funds, pay bills, deposit
View account balances, transfer funds, pay bills, and deposit checks by photo. Locate nearby branches or ATMs. Access secure transaction history and manage accounts remotely.
MaxRewards Inc
Track , manage cards, redeem points
Track credit card , compare rates, and find optimal spending locations. View reward balances, redeem points, and set spending goals. Sync with accounts and receive alerts for new offers.
ETRADE FINANCIAL
Trade options, stocks, and futures
Trade stocks, options, futures, and ETFs. Execute options orders with up to four legs using a customizable options chain. View depth of market for futures. Place and manage trades, monitor positions, and track performance.
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