Manage portfolio allocations and track investments
Manage investment portfolios by adjusting target allocations with Auto , manually selecting loans, adding funds via one-time or recurring deposits, and viewing details on each Note.
Showing 1–20 of 1,000 ranked alternatives.
Rise Companies Corp
In real estate and private credit
Manage private real estate investments by allocating funds to properties. Track portfolio performance and cash flow. View detailed investment reports and manage holdings. Access market analysis and investor insights.
Acorns Grow Incorporated
Save, , and track money
Save and money automatically. Set up recurring transfers and track spending habits. View investment portfolios and performance. Receive financial education resources and set savings goals. Lock accounts and manage security settings remotely.
ETRADE FINANCIAL
Invest, trade, and manage your portfolio
Invest in stocks, ETFs, and options with no commissions. Trade mutual funds and select from curated portfolios. Access real-time quotes, charts, and research. Manage accounts, transfer funds, and view transaction history.
Sycamore Integrated Solutions Limited
Get loans, invest, and earn returns
Access collateral-free personal loans up to N5 million and business loans up to N5 million. Lend money to friends or borrow funds. Invest to earn competitive returns. Pay bills directly through the .
M1 Finance LLC
Earn, , and borrow with ease
Manage finances with high-yield savings, investment options, and borrowing features. Deposit funds, earn interest, and in stocks or ETFs. Create personalized investment portfolios or select pre-curated options.
The Vanguard Group, Inc.
Invest, track, and manage your portfolio
Access account balances and total assets. Review investment performance and transaction history. View portfolio details and asset allocation. Manage investments by buying or selling funds. Set up recurring contributions and adjust portfolio settings.
Ally Financial Inc.
Manage bank accounts and payments
Manage vehicle payments with one-time options or Pay scheduling. View and manage multiple vehicles from a single dashboard. Receive free FICO® Score updates for financial monitoring. Save using smart savings tools like buckets and boosters.
Uphold HQ Inc.
Buy and sell cryptocurrencies and precious metals
Buy and sell cryptocurrencies, national currencies, and precious metals. Track real-time asset values and fund availability. Access exclusive tokens and early crypto opportunities. Execute trades with low fees and liquidity from multiple exchanges.
Connect Invest Corporation
In real estate notes
In real estate notes with fractional ownership. View portfolio performance, track cash flow, and manage investments. Set up recurring contributions and receive regular reporting.
STARTENGINE CROWDFUNDING, INC
Invest in companies and track your shares
Invest in early-stage companies across 30 sectors. View company profiles, follow updates, and ask founders questions. Purchase shares and track investment performance. Receive notifications on company milestones and shareholder updates.
Buena Capital Advisors, LLC
Build and manage long-term portfolios
Manage long-term investments with access to traditional and alternative assets including private equity, venture capital, private credit, and real estate. View portfolio performance, adjust allocations, and track investment timelines.
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