Track accounts, view investments, connect with advisor
View and track financial accounts and investments in one place. Link accounts, monitor expenses in a budget module, share documents securely, and receive task notifications. Connect with a financial advisor for real-time updates and guidance.
Showing 561–580 of 1,000 ranked alternatives.
MISSION WEALTH MANAGEMENT, LLC
Access tools, stay informed, manage wealth
View curated newsfeed, blog posts, newsletters, and podcasts with a single click. Attend scheduled Zoom calls with your team and financial advisor. Access wealth management tools and market trend content. Stay updated on financial planning topics.
KEBO SOFWARE S A S
Track spending, save, and analyze finances
View all bank accounts and cards in one place. Track spending patterns and receive personalized savings suggestions. Set limits and monitor financial goals. Encrypt data and control privacy settings to secure personal information.
Infisecurity SL
Track expenses, plan budgets, invest wisely
Track income and expenses with categorization and visual reports. Set budget limits and receive alerts. Analyze spending patterns and suggest savings strategies. Monitor investment portfolios and receive market insights.
NDVR INC
Manage portfolios and track performance
View portfolio performance metrics and holdings. Access advisor contact information and communication tools. Submit inquiries and request portfolio adjustments. Receive notifications about market changes and account updates.
DEVPOINT TECH SOLUTIONS
Track expenses, manage accounts, and streamline payments
Manage financial accounts with real-time updates. Open new accounts, transfer funds, and view statements. Deposit and withdraw money via photo. Track expenses and set budget alerts. Sync accounts for consolidated financial oversight.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.