Showing 181–200 of 1,000 ranked alternatives.
Industrial Alliance Insurance and Financial Services Inc.
Monitor portfolio, chat with advisor
Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.
Evelyn Partners Group Limited
Manage investments, view portfolio values, track performance
Manage investment portfolios with real-time value tracking and performance analysis. View asset allocation, benchmarks, and recent transactions. Access documents and download valuation and tax statements. Link and view multiple accounts.
Beeblesoft Ltd
Track net and update assets automatically
Track net with unlimited portfolios and assets. Manually update bank accounts, credit cards, and real estate. Automatically track stocks, ETFs, and crypto with real-time prices. Monitor dividends, cost basis, and unrealized gains or losses.
SGH Wealth Management, LLC
Monitor investments and financial data securely
Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.
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.
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