Showing 161–180 of 1,000 ranked alternatives.
First PREMIER Bank
View portfolio balances securely
View portfolio balances and account summaries on the go. Access investment information securely. Check holdings in dollars or percentages. Track performance metrics. Manage allocations and account details.
Trendsic Corporation, Inc.
Enter client info, manage contacts, track commissions,
Enter client contact information and manage contacts. View news and notes from the back office portal. Submit business reports and track commissions directly within the .
JINS TECH CORPORATION
Manage sales, inventory, and orders in one
Track sales and inventory with real-time dashboards and historical data. Manage orders, process payments, and access marketing tools. Sync across devices and manage enterprise operations from a single cloud-based platform.
Fiduciary Trust Company International
Manage accounts and view balances
View account balances, holdings, and recent activity. Securely share files with the Team via a digital vault. Access account information anytime on mobile devices.
Actsoft, Inc.
Track team locations and adjust workflows
Monitor team locations via live map updates. Adjust workflows, modify routes, and conduct activity checks in near real-time. Access account features remotely on smartphones or tablets. Send and receive activity updates instantly.
Bajaj Financial Securities Limited
Invest in stocks, funds, and bonds
Manage investments with tools for stock trading, IPO applications, and mutual fund analysis. Track portfolio performance and access free demat account services. Invest in bonds, NCDs, and other financial instruments through a unified platform.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.