Showing 101–120 of 1,000 ranked alternatives.
Excel Net Solutions Private Limited
Track assets and manage investments
Manage financial investments with access to mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View complete portfolio reports, historical performance, and transaction statements. Download data and log in via Google email.
Johnson and White Wealth Management, LLC.
View account info, check balances, contact advisor
View account balances and transaction history. Contact advisors directly through the . Access investment statements and portfolio details. Send secure messages and schedule appointments. Manage account settings and notifications.
Solid Point Wealth Advisors, LLC
View financial data and manage budgets
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Access and view secure documents from a advisor. Manage budgets and track spending.
Ark Financial Management, LLC
Access portfolio data and manage investments
Access portfolio data, view account balances, and track investment performance. Review transaction history and generate reports. Receive alerts and manage account settings remotely.
ZOE FINANCIAL INC.
Access accounts, invest, track growth
Access account balance, investment performance, and current holdings. View transfer status and transaction history including deposits and withdrawals. Receive updates on investment account growth.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.