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 61–80 of 1,000 ranked alternatives.
Ainvest Fintech, Inc.
Sync accounts and trade stocks
Sync accounts to manage portfolios. Analyze trades and evaluate performance. Receive AI-driven insights for investment decisions. Execute trades and monitor market trends in real time. Set and track financial goals with personalized recommendations.
Kinetic Credit Union
Manage accounts, pay bills, transfer funds.
The app provides mobile banking features including account balance checks, bill payments, cash back offer management, fund transfers, and transaction history viewing. It also offers ATM and branch location services and contact options.
Pinnacle Data Services LLC
Secure mobile banking for Texas customers.
The app offers Texas consumer customers secure, 24/7 account access. Users can check balances, view transactions, transfer money, make deposits, and pay bills.
Fidelity Bank - LA
Manage finances on the go easily.
The app allows users to manage finances, deposit checks, and pay bills. Users can track accounts, transfer funds, and view transaction history.
CU Hawaii Federal Credit Union
Pay bills and view account balances
Check account balances and recent transactions. Pay bills and transfer funds. Deposit checks via photo. View statements and order checks. Locate branches or ATMs. Contact support. Securely access accounts 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.
The Southern Credit Union
View balances, track transactions, transfer funds, pay
View account balances and transaction history. Transfer funds between accounts. Pay bills directly. Access cash back offers and locate branches or ATMs. Contact a representative. Secure login and encryption protect personal information.
Relyea Zuckerberg Hanson LLC
View account info, check balances, contact advisor
View account balances and transaction details. Contact directly. Add external accounts to track net worth. Access Fidelity custodial statements in a secure document vault.
Alerus Financial Corporation
Check balances and view investments
Access account information using existing login credentials. Check balances, view investment performance graphs, and review contributions. Receive alerts, monitor loan data, and see personal rates of return.
Fidelity Bank Plc
Manage accounts, track transactions, secure cards
Manage transactions, accounts, and cards securely from a mobile device. View balances, transfer funds, and pay bills. Deposit checks via photo and set security alerts. Lock cards remotely and monitor activity.
Mid Penn Bank
View balances, check history, pay bills, transfer
View account balances and transaction history. Pay bills and transfer funds between accounts. Locate nearby branches and ATMs. Access secure account information 24/7 via device.
NexTier Bank National Association
Check balances, view transactions, transfer funds, pay
Check account balances and view recent transactions. Transfer money between accounts and pay bills. Find ATM and branch locations. Access the using the same credentials as Online Banking.
Montgomery Bank
Check balances, transfer funds, pay bills, view
Check account balances, transfer funds between accounts, view recent transaction history, and locate nearby ATMs and branches. Access secure features from your phone.
Altruist Corp
Track investments and view performance metrics
View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.