View holdings, track portfolio, analyze investments, access
View holdings and portfolio values in real-time. Track investment performance and access market news. Securely contact advisors and log in with existing credentials or Touch ID.
Showing 1–20 of 1,000 ranked alternatives.
ADP, Inc
Access payroll, track time, manage benefits
View payroll data, manage time and attendance, access benefits information, and track HR metrics. Submit time cards, approve requests, and receive notifications. Sync with ADP products for real-time updates and settings adjustments.
Ameriprise
Access accounts and track investments
Track accounts with real-time balance and transaction details. View portfolio performance and investment summaries. Communicate with advisors through in- messaging. Receive account alerts and activity notifications.
Equitable Financial Services, LLC
Manage accounts, view history, access documents
Access accounts using FaceID or TouchID. View all accounts in one place. Access up to seven years of documents. Review balances and activity. Adjust investment options. Update personal information. Schedule transactions.
Morningstar, Inc.
Track investments, analyze portfolios, set goals
Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.
Yahoo Inc.
Track , get alerts, and view real-time
Track portfolio performance and manage crypto assets with a portfolio tool. Follow , ETFs, or crypto for real-time quotes and personalized . Set alerts for market updates and investment insights.
U.S. Bancorp
Manage accounts, send money, track balances
Check balances, transfer funds, and pay bills directly. View accounts and credit scores in one place. Set travel alerts, lock or unlock cards, and receive notifications for suspicious activity or low balances.
Warren Street Wealth Advisors, LLC
View performance, track holdings, access statements
View investment performance, holdings, and statements. Access account details securely. Set up alerts for transactions. Receive regular performance updates. Manage investment portfolios remotely.
CV ADVISORS LLC
View portfolios, track investments, stay informed
View and monitor investment portfolios and accounts. Track performance of investments and markets. Receive updates and alerts on financial activities. Securely access account details and market data.
Paragon Advisors, LLC
View portfolio values and contact your
View portfolio values and allocations in real-time. Contact your directly through the . Access account summaries and transaction history. Send secure messages and schedule meetings.
BKM Wealth Management, LLC
View accounts, track goals, manage finances
View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.
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.
Starburst Labs, Inc.
Manage client data and track firm activities
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Iris Social Stock App Inc.
Copy trades in real-time
Automate investments by copying selected traders in real-time. Connect existing portfolios to replicate trades. Access a trader directory to choose and follow specific accounts. Track performance and manage copied trades within the portfolio.
Apponance, Inc.
Track , analyze data, trade quickly
View real-time quotes and pre-market/after-hour data. Customize advanced charts with technical indicators. Track portfolio performance and set price alerts. Place trades and manage orders directly. Access market news and analyst ratings.
Grifin LLC
Invest in companies you spend
Track spending at partnered businesses and automatically invest $1 in those companies' stocks. Set weekly investment limits and receive weekly performance reports. Manage investments and adjust limits through the .
PMFA INC
Access portfolios, view reports, manage investments
View investment portfolio details in real time. Access account summaries, performance charts, and transaction history. Receive alerts for portfolio changes. Communicate with financial advisors through secure messaging.
Morgan Stanley
Track shares, manage portfolio, exercise options
Manage and forecast your portfolio. Track past and future events. View transaction history and employee stock purchase plan holdings. Sell or transfer shares. Exercise options. Take action on restricted stock awards.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.