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 401–420 of 1,000 ranked alternatives.
Jadwa Investment
Manage investments and track performance
Manage investments with access to Shariah-compliant asset classes across global markets. View portfolio details, including managed investments and brokerage balances. Set up subscriptions and monitor performance metrics.
PurposePath Capital, LLC
Access accounts, view reports, and secure messages
View account balances and performance data in real time. Access client reports and securely store documents in a two-way client vault. Retrieve and send secure messages with the client.
The Fisher National Bank
Access accounts anytime anywhere securely.
The app allows users to view balances, deposit checks, and view account activity. Users can also transfer funds, locate branches or ATMs, and contact customer service.
1865, LLC
View accounts, pay bills, transfer funds
View account balances and recent transactions. Pay bills or friends, deposit checks, and transfer funds. Locate branches or ATMs. Contact customer service. Share the with others. Securely access accounts anytime.
MMWKM ADVISORS, LLC
Access accounts, view balances, track orders
View account balances, holdings, and activity in real time. Access trade confirmations, tax statements, and account statements. Place orders and check order status. Receive secure alerts and manage account settings remotely.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.