View accounts, track performance, manage holdings
Access account balances, performance data, and holdings. View quarterly performance statements and custodial documents in one place. Upload files for storage. Contact support directly within the .
Showing 161–180 of 1,000 ranked alternatives.
Southern States Bank
Set alerts, track balances, manage accounts
Set balances, track transactions, and manage accounts. Receive alerts for low balances. Send payments to individuals or businesses. Transfer funds between accounts. Deposit checks via photo. Save and view transaction history.
Signature Bank N.A.
Manage accounts, view alerts, transfer funds, pay
Check account balances, transaction history, and statements. View alerts and manage alerts. Transfer funds between accounts. Pay bills and deposit checks by photo. Access Treasury Management features for business accounts.
West Michigan Community Bank
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage spending limits. Export statements and contact support through the .
Oconee State Bank
Manage accounts, pay others, transfer funds, deposit
Manage finances with balance alerts, payments to companies or friends, and account transfers. Deposit checks via mobile, manage debit card status, and view monthly statements. Locate branches and ATMs.
First Metro Bank
Set alerts, make payments, manage accounts
Set up balance alerts to monitor account levels. Make payments to individuals or businesses. Transfer funds between accounts. Deposit checks via photo capture. View and save monthly statements. Locate nearby branches and ATMs.
Northeast Georgia Bank Inc
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. View balances, transaction history, and account details. Set balance alerts and make payments to individuals or businesses.
Platte Valley Financial Services, Inc.
Aggregate accounts, track expenses, manage budgets
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipts or check photos. Set balance alerts and manage spending categories. Export statements and sync data across devices.
First Federal Savings Bank Inc
Set alerts, manage accounts, track spending
Set up balance alerts and customize notification thresholds. Make payments to individuals or businesses. Transfer funds between accounts. Deposit checks via photo capture of front and back. View and save monthly statements.
Vinovest, Inc
Invest in wine and whiskey portfolios
Manage wine and whiskey investments by buying, selling, and storing fine wines and spirits. Track portfolio value, monitor market trends, and receive alerts for price changes and inventory updates.
GENERATIONS BANK INC
View accounts, track balances, manage funds
View all bank accounts, including third-party accounts, in one place. Check balances, transfer funds, and pay bills. Set up alerts and manage transactions. Access account history and security features. Export statements and contact support directly.
First State Bank Southwest
Aggregate accounts, track expenses, manage budgets
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and monitor spending patterns. Export statements and manage budgets.
FreightSnap, LLC
Track shipments and manage inventory
Trigger devices with a button press to start measurements. View and save scan results directly on the device. Share data via email or cloud storage. Sync with warehouse management systems for real-time updates.
Running Point Capital Advisors, LLC
Access portfolio and financial data securely
Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.
RME-Ideas Limited
Track stock prices and analyze market trends
Track stock prices and market trends for US and Nigerian exchanges. View real-time data and historical performance. Set investment goals and receive alerts. Buy and sell fractional or whole shares with minimal starting amount.
AmeriState Bank
Aggregate accounts, track balances, manage funds
Aggregate financial accounts from multiple institutions into one dashboard. View balances, transaction history, and account details. Set balance alerts and schedule payments. Transfer funds between accounts. Deposit checks via photo.
Bank Iowa
Access accounts anywhere, anytime, easily.
The app provides access to account balances, transaction history, and account details. Users can transfer funds, deposit checks, pay bills, and receive statements.
Big Horn Federal Savings Bank
Transfer funds, view accounts, secure sign-in
Manage finances by checking balances, transferring funds between accounts, viewing transactions, and accessing statements. Pay bills, check account details, and set up alerts. Secure login with username and password.
JhhCima Holdings, Inc.
Stay updated on company news and communications
Members can connect with local teams and access Workday, paystubs, Relias, and other application interfaces. They can view scheduling changes, available hours, meetings, celebrations, and special events.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.