Showing 21–40 of 1,000 ranked alternatives.
Qapital, LLC
Save , invest, and budget automatically
Set savings goals and automatically transfer funds. Track spending patterns and receive insights. Adjust budgets and monitor progress over time. Link accounts to manage across multiple platforms.
The Lampo Group Incorporated
Track expenses, set budgets, save money
Create custom budgets and track expenses. Set financial goals and manage transactions. Plan spending and monitor progress. Sync with financial accounts. Adjust budgets to find hidden savings.
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.
Beyond Finance Inc.
Review accounts and track progress
Review program progress and enrolled accounts. Connect with Client Success Team for support. Receive personalized tips and guidance.
Mercedes-Benz USA LLC
Manage accounts, track payments, view statements
Manage financial account details by registering your account and making payments. View transaction history and account balances. Set up payment reminders and access account settings. Receive notifications for account updates.
Edelman Financial Engines, LLC
Track accounts and view progress
View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.
Michael Chu
Calculate loans and view payment details
Calculate payments and estimate total interest. View payoff timelines. Adjust extra payments to see savings. Compare different terms and interest rates. Export results for reference.
OpenDeal Inc.
Invest in startups, real estate, and games
Invest in startups, real estate, and video game projects. Create a free account to access various investment opportunities. Invest directly using a credit card. View investment options and manage your portfolio.
Guaranteed Rate, Inc.
Sync home, financial, and data
Track mortgage progress with real-time updates and AI-driven insights. View financial data, set goals, and sync home information. Apply for loans, receive same-day approvals, and connect with loan experts for guidance.
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.
FYI Mobileware, Inc.
Track expenses, set budgets, accounts
Track expenses with categorized entries and custom tags. Set budget limits and receive alerts when nearing them. Generate reports and export data in multiple formats. Sync across devices and share receipts for expense reimbursement.
Thrivent Financial For Lutherans
Track investments and insurance securely
Monitor investments and insurance products securely. Purchase, redeem, and exchange mutual fund shares. Access statements, tax forms, and bills. Make payments conveniently. Direct Choice Dollars to selected causes. Connect with advisors for guidance.
Bell Media Inc.
Track stock prices and market trends
Access real-time stock market data for Canadian, American, and global markets. View market analysis, track portfolio performance, and receive updates on industry trends and key financial indicators. Set alerts for price changes and news updates.
FYI Mobileware, Inc.
Track expenses, set budgets, automate savings
Track expenses with categorized entries and real-time budget updates. Set financial goals and monitor progress. Export reports and sync data across devices. Receive alerts for spending thresholds and transaction confirmations.
Excel Net Solutions Private Limited
Track mutual fund schemes and facts
View mutual fund scheme details including fund objective, features, return performance, holdings, and NAV graphs. Compare schemes by return performance. Access financial calculators. Check portfolio performance and holdings.
Ameriprise
Checks into client accounts
Facilitates check deposits into client accounts. Allows login with credentials. Enables advisors and staff to process deposits securely. Tracks details and confirms transactions. Sends notifications for completed deposits.
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