Showing 21–40 of 1,000 ranked alternatives.
Robert W. Baird & Co.
Track portfolio value and asset allocation
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
Interactive Brokers LLC
Invest in values-aligned companies
Select values to filter companies aligning with your beliefs. Explore investments matching your criteria. Monitor portfolio performance and grades. Swap positions with a single trade to improve portfolio grade.
AppFolio
Track investments, view reports, submit interest
Track investment performance with detailed metrics. View and sign key documents and reports. Receive real-time project updates. Submit interest in new investment opportunities.
Apex Capital Corp
Manage trucking invoices on the go
Manage trucking business operations with real-time load paperwork uploads, access to account management features, and remote payment tracking. Monitor fleet performance, view financial reports, and manage invoices directly from a mobile device.
PitchBook Data Inc
Access insights and collaborate instantly
Access real-time financial data and industry news tailored to your sector. Track capital market activities, conduct due diligence, and collaborate with team members. Share insights and connect with professionals in VC, PE, and M&A spaces.
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.
Hijinx LLC
Track investments and manage portfolios
Track investments and manage portfolios by linking brokerage accounts or manually inputting trades. View performance of each holding over any time period. Stay informed on trends and overall portfolio activity.
Brown Brothers Harriman &Co.
Track investments and connect with your team
Sign in using biometrics for secure access. Track and manage investments. Connect with relationship managers. Access tax documents, summaries, and statements. Receive alerts for trade updates and new contributions.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.