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 41–60 of 1,000 ranked alternatives.
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.
Cardless, Inc.
View balances, track transactions, redeem rewards, make
View credit card balances and transactions. Redeem rewards and make payments. Set biometrics for secure access. Receive notifications for card usage. Track spending with detailed transaction history. Manage multiple credit cards from favorite brands.
Corning Federal Credit Union
Bank better wherever and whenever possible.
The app provides users with 24/7 access to their money. It offers features like secure login, account details, check deposit, and bill pay.
First Fidelity Bank
View balances, transfer funds, and track transactions
View account balances and transaction history. Transfer money between accounts. Check Free for bill payments. Send money via Popmoney. Deposit checks using Mobiliti. Receive notifications based on set parameters.
Northern Trust Corporation
Wealth management suite extension for users.
The app provides real-time banking balances and activity, historical information for all accounts, and investment portfolios with intra-day price updates. Users can transfer money, pay bills, deposit checks, and find office locations.
Fidelity Bank & Trust
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one view. Track transactions with tags, notes, and receipt photos. Set alerts for spending or balance changes. Transfer funds between accounts. View spending trends and budget summaries.
S&P Global Market Intelligence LLC
Access real-time data and market news
Access company financials, market data, and news. View filings and key metrics. Search for stocks and analyze financial reports. Set alerts for market changes. Sync with desktop for comprehensive data access.
New York Life Insurance Company
Manage policies, track investments, make payments
View and manage policies, monitor investment values, make payments, and find agent contact information. Update communication preferences and access additional features.
American United Life Insurance Co Inc
Manage accounts and access financial resources
Manage accounts with transaction history and activity tracking. Access financial wellness resources and tools. View balances and transaction details. Switch between English and Spanish language settings. Set up and manage account alerts.
Pinnacle Data Services LLC
Secure 24/7 account access for customers.
The app provides secure, 24/7 account access for Pinnacle Bank customers. Users can check balances, view transactions, transfer money, pay bills, and find locations.
Abilene Teachers Federal Credit Union
Manage finances on the go easily.
The app allows Abilene Teachers FCU members to check balances, view history, transfer funds, and pay bills. Users can also activate cash back offers and locate ATMs, with account information protected by encryption and multi-factor authentication.
Grifin LLC
Invest in companies you spend
Track spending at partnered businesses and automatically invest $1 in those companies' stocks. Set weekly investment limits and receive weekly performance reports. Manage investments and adjust limits through the .
Merrill Lynch
Manage accounts and check balances
Manage accounts by checking balances, detailed holdings, and transaction history. Update investment contributions and request loans or withdrawals. View interactive account summaries and graphics. Access financial information and documents securely.
Snowball Analytics
Track investments and manage portfolios
Track investment portfolios with consolidated brokerage accounts. Plan and monitor investments, manage dividends, and analyze performance. View dividend and coupon income via a calendar. Set and track financial goals. Sync data across devices.
Pinnacle Data Services LLC
Access accounts anytime, anywhere, securely.
The app provides 24/7 account access for Bank of Colorado and Pinnacle Bank New Mexico consumer customers. Users can check balances, view transactions, transfer funds, make deposits, and pay bills.
MOBILOIL FEDERAL CREDIT UNION INC
View accounts and transaction history
Manage accounts, view transaction history, and access cleared checks. Make transfers between accounts and locate nearby ATMs. Use SSL encryption for secure data transmission and block unauthorized access.
Red River Credit Union
View balances, pay bills, transfer funds
View account balances, activity, and history. Deposit checks by photo. Pay bills and transfer funds. Send and receive secure messages. Set up account and security alerts. Check branch locations and hours.
InterBank
View balances, track activity, transfer funds, find
View account balances and transaction history. Transfer funds between accounts. Locate nearby branches or ATMs. Contact customer service via email. Share the with others. Access secure account information anytime.
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