Manage accounts, view reports, track investments
Manage investments, view portfolio performance, and track expenses. Schedule transactions and set recurring payments. Receive real-time market data and generate customized reports.
Showing 61–80 of 1,000 ranked alternatives.
Edelman Financial Engines, LLC
Track accounts and view progress
View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.
CoinTracking GmbH
Track crypto trades and generate tax reports
Import crypto trades from 110+ exchanges and wallets. Track portfolio value and unrealized gains. Generate tax reports and export data. Set up tax calculations and manage multiple crypto assets.
Weex Virtual Currency Exchange LLC
Trade , track balances, manage portfolios
Trade cryptocurrencies with spot, futures, and copy trading options. View real-time price data and order books. Place market and limit orders. Monitor portfolio performance and track historical trades. Set price alerts and manage multiple wallets.
Viva Republica
View accounts, track income, manage expenses
View all financial accounts in one place—savings, loans, investments, and subscriptions. Track income, expenses, and bill payments. Set reminders for recurring payments. Transfer money between accounts without fees.
Bank of China (Hong Kong) Limited
Open accounts, manage wealth, track spending
Open bank accounts using a HKID card and address without visiting a branch. Transfer funds instantly via FPS. Pay bills for over 850 merchants. Manage investments and wealth. View account balances and transaction history. Set up payment reminders.
Altruist Corp
Track investments and view performance metrics
View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.
Gatewood Wealth Solutions, LLC
Manage finances and track investments
Access financial plans, investment performance, and cash flow data anytime. View detailed reports, track expenses, and set financial goals. Receive alerts for account activity and securely manage investments.
UNCLE Credit Union
Manage accounts, move, send, and pay bills
View all accounts in one place with real-time updates. Access quick-action widgets for instant money transfers, bill payments, and fund movements. Manage transactions and set up recurring payments. Receive notifications for account activity.
JVL Associates, LLC
Access client portal and manage accounts
Access client portal for account information, transaction history, and performance reports. View portfolio details, send secure messages, and schedule meetings with advisors. Download documents and set up alerts for account changes.
Snowball Analytics
Track investments and manage portfolios
Track investment portfolios with consolidated brokerage accounts. Plan and monitor investments, manage dividends, and analyze performance. View dividend and coupon income via a calendar. Set and track financial goals. Sync data across devices.
Hijinx LLC
Track investments and manage portfolios
Track investments and manage portfolios by linking brokerage accounts or manually inputting trades. View performance of each holding over any time period. Stay informed on trends and overall portfolio activity.
UniCredit Bank d.d.
Manage accounts, view balance, track transactions
Monitor all account balances and transactions. Pay bills and other invoices. Send payment instructions for domestic transfers. Set up recurring payments. Transfer funds between accounts. View expenses and limits.
KFH Capital Investment Company ( K.S.C.C )
Manage investments and track portfolio performance
Manage investments and monitor portfolio performance. View detailed analytics and market trends. Add, remove, or adjust holdings. Set up recurring contributions and track historical performance.
MyPoint Credit Union
Aggregate accounts, track balances, manage budgets
Aggregate financial accounts from multiple institutions into one view. Monitor balances and transactions in real time. Set budgets and track spending. Receive alerts for account activity. Generate reports and manage bills.
DaySmart Software, LLC
Manage appointments and track payments
Manage appointments and schedule staff-specific slots. Process payments and send automated text and email reminders. Allow 24/7 bookings via Instagram. Track client history and send appointment confirmations. Generate reports and manage inventory.
Fortnoff Financial LLC
Compare properties and track investments
Investment properties with detailed financial metrics and comparative tools. Input data to generate projections and reports. Track property performance over time. Access -time market insights and save analysis for future reference.
Maine Community Bank
Manage accounts, make payments, track spending
Check balances and view transactions. Deposit checks by photo. Manage debit card settings. Make one-time or recurring payments. Set account and security alerts. Transfer funds between accounts. Track spending and manage finances on mobile.
Tap Inspect Inc.
Write reports during
Create and save inspection reports in real time during . Add notes, photos, and video clips. Generate professional reports with customizable templates. Share reports directly with clients or stakeholders.
Silverware Software, LLC
Track expenses, mileage, and time
Track expenses, mileage, and time with detailed logging and categorization. Generate professional PDF reports using multiple templates. Set budgets, receive alerts, and sync data across devices.
Cornerstone Community Financial Federal Credit Union
Aggregate accounts, track balances, manage budgets
View all financial accounts in one place. Track spending, set budgets, and monitor savings goals. Receive alerts for account activity. Export transaction data and generate reports. Manage bills and payments securely.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.