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 81–100 of 1,000 ranked alternatives.
Legacy Wealth Management Group, Inc
View accounts, track performance, access data
View portfolio performance data across all financial accounts in one place. Track daily and historical performance metrics. Access detailed account information and performance reports. Stay informed on investment activity and market trends.
Canadian Imperial Bank of Commerce
Monitor investments and trade on the go.
The app allows users to monitor investments across various CIBC accounts. Users can discover investment ideas, trade various assets, and access account statements and trade confirmations.
Morgan Stanley
Manage accounts, access docs, transfer funds, deposit
Manage financial accounts with Touch ID or Face ID access. View balances, activity, holdings, and projected income. Deposit checks, transfer funds, and access account documents. Collaborate with financial advisors securely.
Investcorp Holdings B.S.C. (c)
Invest in alternative assets and manage
Create an account and allocate capital to alternative investments. Monitor portfolio performance with transparent reporting. Access news and insights on global markets. Track investment opportunities and manage capital distributions.
Alerus Financial Corporation
Check balances and view investments
Access account information using existing login credentials. Check balances, view investment performance graphs, and review contributions. Receive alerts, monitor loan data, and see personal rates of return.
Rurash Financials Private Limited
Invest in, track, and manage finances
Manage investments, track expenses, and set financial goals. View portfolio performance and receive alerts. Schedule transactions and access account statements. Connect bank accounts and monitor savings progress.
Spartan Wealth Management Inc.
Manage finances, track expenses, plan budgets
View accounts, track expenses, and monitor investments in real time. Set financial goals and receive alerts. Schedule payments and access transaction history. Securely manage multiple accounts and view detailed reports.
The Bank of New York Mellon Corporation
Manage accounts and monitor investments easily.
The app allows BNY Wealth clients to manage and transact on consumer accounts and monitor investment accounts. It provides access to account details, statements, and fund transfers, along with banking features like bill pay and mobile check deposits.
Otero Federal Credit Union
Manage accounts, transfer funds, pay bills, view
Access account balances and transaction history. Transfer funds between accounts. Pay bills and view cash back offers. Receive notifications and manage account settings securely.
REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED
Invest in funds, track your portfolio, manage
Manage investment portfolios with real-time tracking and customizable dashboards. View performance metrics and portfolio composition. Access research-driven investment recommendations. Withdraw funds via integrated online ATM functionality.
Pathways Financial Credit Union, INC
Manage accounts, view info, edit payments
Manage account balances, view transaction history, and track available funds. Make and edit payments, schedule transfers, and set up alerts. Access account details and review payment confirmations securely from a mobile device.
Nexo Capital Inc.
Invest in, trade, and manage assets
Buy and sell cryptocurrencies with real-time price data and order types. Earn interest on holdings. Add funds via card, bank transfer, blockchain, or peer-to-peer. Track portfolio performance and set price alerts.
Emirates Telecommunications Corp - Etisalat
Access accounts, view status, manage add-ons
Access accounts with full management capabilities. Monitor account status and usage details for calls, data, and messages. View service benefits and subscribed add-ons. Check account balances and transaction history.
SBI Funds Management Limited
Track investments and monitor orders
Track investment performance and receive notifications about upcoming investments and pending actions. Monitor payment status and order progress in real time. Access investment details and statements for all family members under one account.
Citibank N A P L C
Manage accounts, payments, and investments.
The app displays account information, including credit card and bank statements, on a dashboard. Users can manage payments, transfers, and view investment details.
Fierce Technology, Inc.
Save, invest, and trade securely
Manage finances with high-yield cash accounts offering 3.50% APY. Auto-reinvest interest into bitcoin. Buy, transfer, and trade crypto and U.S. equities without fees. Earn 8.00% premium yield on cash. View account balances and transaction history.
Capital Insurance Services Corporation
Access info anytime
Access policy details, claim status, and account information from any device. Submit claims, update contact information, and manage policy settings. Receive notifications and view transaction history.
Paymentus Corporation
Pay bills and manage accounts
Enroll in payment plans, make bill payments, and view transaction history. Set up recurring payments and receive alerts. Manage account details and update personal information.
Willow Wealth Inc.
Invest in real estate and private equity
Invest in private markets with options in real estate, private equity, and private credit. Build custom portfolios or let the manage investments automatically. View performance metrics and manage holdings directly.
UBS AG
View accounts, send payments, track transactions
Manage accounts, transfer funds, and pay bills. View transaction history and set transaction alerts. Access account statements and update personal details. Request card replacements and lock/unlock cards remotely.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.