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.
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.
Al Rajhi Capital Company
Invest in stocks and manage portfolios
Access brokerage services to buy and sell stocks and financial instruments on Tadawul Saudi Market. Invest in global markets through international brokerage. View account balances, track transactions, and manage investments.
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.
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.
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.
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.
Firstrade Securities Inc
In stocks, ETFs, and options
Stocks, ETFs, and options with zero commissions. Manage brokerage and IRA accounts in one . Deposit funds without minimum requirements. Track investments and view performance metrics. Set up options trades securely without additional fees.
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.
PalmAgent Software
Generate buyer estimates and seller net sheets
Calculate closing costs and generate buyer estimates and seller net sheets for real estate transactions. Input property details to receive accurate calculations. Customize email and printout templates for client communication.
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.
Franklin Savings Bank
View balances, track transactions, transfer funds, pay
View account balances and recent transactions instantly. Transfer funds between accounts, pay bills, and deposit checks by photo. Locate branches or ATMs. Requires a password for secure access.
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