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 641–660 of 1,000 ranked alternatives.
Jack Henry and Associates, Inc.
Aggregate accounts, track expenses, manage budgets
Aggregate financial accounts from multiple institutions into one dashboard. View real-time balances and transaction history. Set budget categories and track spending. Receive alerts for account activity. Export statements and generate reports.
REEA SRL
Track expenses and calculate
Track income and expenses to manage funds effectively. Set goals and monitor progress. Calculate monthly budgets and adjust spending habits. Receive alerts for financial milestones and account activity.
PurposePath Capital, LLC
Access accounts, view reports, and secure messages
View account balances and performance data in real time. Access client reports and securely store documents in a two-way client vault. Retrieve and send secure messages with the client.
Parkbo, LLC
Track expenses, save, and wisely
Track expenses with categorization and budgeting tools. Set savings goals and monitor progress. Receive spending insights and notifications. Adjust budgets and view transaction history. Sync accounts and manage multiple financial accounts.
Boris Borisov
Track expenses, set budgets, monitor spending trends
Track expenses and set monthly budgets with spending limits. View cash, savings, credit cards, and bank accounts in one place with multi-currency support. Add transactions instantly and analyze spending trends over time.
Zuari Finserv Limited
In funds, track your portfolio, view reports
Open investment account with simple, secure steps. Explore mutual funds based on financial needs. Track investments, view gain-loss reports, tax reports, and portfolio insights all in one place.
Choice Wealth Advisors, LLC
View account info, check balances, contact advisor
View account balances and transaction history. Send secure messages to . Access portfolio details and activity logs. Schedule consultations and receive alerts for account changes.
Obex Solutions LLC
Book trips, track flights, contact advisors
Access upcoming and past itineraries, receive flight status alerts, contact a travel advisor, book ground transportation, and manage travel details. View trip history and update travel plans directly from the .
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