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 361–380 of 1,000 ranked alternatives.
Prudential Hong Kong Limited
Manage insurance needs anytime, anywhere.
The app allows users to manage insurance coverage and explore products like travel and health insurance. It offers secure access, instant notifications, and flexible payments for Prudential policies.
Westpac Banking Corporation
Access accounts and manage funds
Access account balances, transfer funds, and pay bills. View transaction history and set up alerts. Locate nearby ATMs and branches in Australia. Contact customer support for assistance.
Zinnia Tech Solutions LLC
Access client data on the go.
The app provides mobile access to client data, appointments, and tasks for professionals. Users can manage contacts, schedule meetings, track tasks, record notes, and view insurance and investment details.
BCP ADVISORS, LLC
Manage investments and access financial tools
Manage investments in U.S. dollars with access to various financial products. View portfolio performance, track expenses, and set investment goals. Receive guidance from financial advisors and monitor market trends in real time.
Sutter, McLellan & Gilbreath, Inc.
Access insurance info anytime
Access insurance information from any device. View account details and documents. Set up a client portal account. Manage access and permissions. Submit requests and track status. Communicate with support via messaging.
The Guardian Life Insurance Company of America
Account details and policies
Policy documents, view account details, and manage insurance coverage. Submit claims, update contact information, and track policy status. Receive notifications and communicate with financial representatives.
E W M LLC
View balances, track performance, research investments
View account balances and performance metrics. Research investment options and manage open events. Access secure deferred compensation accounts with an access code. Track transactions and receive notifications.
Newrez LLC
Check loan status, upload documents, sign agreements,
Check loan application status, securely upload documents, and view a task list to complete the process. Digitally sign documents through eSigning. View account details, statements, and schedule payments.
VENTURA SECURITIES LTD
Real-time trading for Ventura clients.
The app provides real-time trading for Ventura clients on BSE/NSE. Users can buy and sell Equity, Derivatives, Mutual Funds, Bonds, and IPOs with live market updates.
Banco Santander International
Manage accounts, review performance, transfer funds securely
Manage accounts with real-time access to balances and transaction history. Review performance and activity reports. Initiate secure transfers between accounts and internationally. Digitally sign multiple documents simultaneously.
MJI Incorporated
Access insurance info anytime
Access insurance information from any device. View account details and policy documents. Set up a client portal account. Send and receive messages. Request service updates and manage account settings remotely.
CH Insurance Brokerage
Access info anytime
Access policy details, claim status, and account information anytime from any device. View documents, submit requests, and communicate with agents through the client portal. Set up and manage your account remotely.
Oltman Insurance Agency Inc
Access info anytime
Access policy details, claim status, and account information from any device. View documents, submit requests, and communicate with support via in- messaging. Set up and manage a personal client portal account.
Weatherby and Eisenrich, Inc.
Access insurance info anytime
Access insurance information anytime from any device. View account details, policy documents, and service options. Set up a client portal account or contact for assistance. Submit claims and track status.
Wedbush Securities, Inc.
Access accounts and manage investments
View accounts with Household Summary, Today’s Gain/Loss, and Balances. Group accounts by Non-Retirement and Retirement. Check Cash and Stocks & Related holdings. See Top Performing stocks in portfolio.
Doyle Ogden Inc
Access info anytime
Access documents and account details from any device. View policy information, claim status, and contact support. Set up a client portal account or request assistance for service options.
Heritage Insurance Inc.
Access info anytime
Access account information anytime from any device. View policy details, contact support, and manage account settings. Log in to the client portal to review coverage, make payments, and submit claims.
Wealth-X, LLC
Access global ultra high net worth intelligence.
The app provides access to global intelligence on Ultra High Net Worth Individuals. Users can search the database, view dossiers, and download PDFs.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.