Access accounts, view reports, manage investments
Access account balances and transaction history. View investment performance and portfolio details. Schedule and manage meetings. Receive notifications and update contact information. Submit documents and track application status.
Showing 241–260 of 1,000 ranked alternatives.
Morgan Stanley
Access accounts, view portfolio, manage transactions
Access account balances, portfolio details, and transaction history in English, traditional, and simplified Chinese. View investment performance and manage account settings. Secure login with biometric authentication and Matrix® credentials.
North River Wealth Advisors LLC
View account info, balances, and goals
View account details, check balances, and track investment performance. Monitor progress toward financial goals. Set and adjust goals with real-time updates. Receive notifications for account activity.
CUSO MORTGAGE CORPORATION
Access loan details and manage housing wealth
View loan details, information, and neighborhood data. Manage mortgage payments and track investment progress. Access interactive dashboards and tools to monitor housing wealth.
Fi-Tek, LLC
Portfolio data securely
Portfolio data including account balances, performance metrics, and asset allocations. View detailed reports and transaction history. Receive real-time updates and set up account alerts.
Bank of Montreal
View accounts, track holdings, manage portfolios
View investment holdings and account details through Portfolio View. Set up custom watchlists to track stocks and market trends. Access accounts using Face ID or Touch ID for secure authentication.
Envision Healthcare, Inc.
Manage healthcare benefits and accounts
Manage healthcare accounts with real-time balance checks and transaction history. View email alerts and contact administrators via email or phone. Access account details using the same username and password as the desktop version.
SBICAP SECURITIES LIMITED
Trade and manage investments
Track stock prices and analyze market trends. Place buy and sell orders with real-time data. View portfolio performance and transaction history. Access research reports and expert insights. Set price alerts and manage multiple accounts.
J.M. FINN & CO.LTD
Protect and nurture wealth across generations.
The app provides swift and secure access to portfolio information. It offers storage for account documentation and a secure messaging function to connect with an investment manager.
Endowus Technologies Pte. Ltd.
Invest in diversified portfolios
Manage investments with access to globally diversified portfolios. Set financial goals and create personalized plans. Track portfolio performance and adjust allocations. View detailed fund information and transaction history.
Gary C. Grant Insurance Agency, Inc.
Access info anytime
Access information anytime from any device. View policy details, claim status, and account summaries. Submit requests and contact support through the . Manage account preferences and update contact information.
McCauley Bond Agency LLC
Access insurance info anytime
Access insurance information from any device. View account details and policy documents. Set up a client portal account. Submit requests and track status. Receive notifications for updates. Contact support for assistance.
Columbian Mutual Life Insurance Co Inc
View policy details and update contact info
View policy details and update contact information. Change beneficiaries and file claims. Access policy documents and manage account settings. Submit claims and track their status. Receive notifications for policy updates.
Seacrest Wealth Management, LLC
View portfolio, track accounts, receive alerts
View portfolio valuations and account overviews. Access investment details and News Feed posts. Receive notifications for portfolio changes and new posts. Navigate features intuitively without needing advanced technical skills.
360 ONE WAM Limited
Access investment accounts on the move.
The app provides clients of 360 ONE WAM Limited access to their investment accounts. Users can view balances, transactions, and financial news.
Wealth Building Cornerstones LLC
Manage client portfolios and track financial goals
Manage client financial data with customizable templates and secure note-taking. Schedule and track meetings, set reminders, and generate reports. Share documents and collaborate with team members in real time.
Newrez LLC
Check loan status, upload documents, view tasks,
Check loan application status, securely upload documents, and view a task list to complete the process. Sign documents digitally. View account details, statements, and schedule payments.
Public Risk Management Association Inc. (TX)
Attend events, access resources, manage memberships
Access member-exclusive resources, schedule events, and view meeting details. Receive notifications about upcoming activities. Submit event feedback and track participation history. Manage account settings and update contact information.
Sterling Investment Counsel LLC
View accounts and track investments
View account balances, investment performance, and holding details. Access statements, recent activity, and transaction history. Contact financial advisors directly through the . Receive real-time account updates and performance metrics.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.