Showing 21–40 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.
Fidelity Investments
Save money, track spending, set goals
Track spending, set savings goals, and automate transfers. Monitor investment portfolios and view transaction history. Parents can send funds and review trades and account activity.
National Financial Services LLC
Access real-time market data and trade securely
Access client portfolios, view market data, and manage trades. Track performance metrics, send secure messages, and schedule client meetings. Integrate with Wealthscape platform for secure brokerage operations.
BOUBYAN CAPITAL INVESTMENT COMPANY
Trade stocks and manage portfolios across seven
Place buy and sell orders in seven regional markets. View real-time market data and customize watch lists for subscribed markets. Track order status and access account information through the .
Interactive Brokers LLC
Monitor markets and place trades
Monitor market activity with real-time quotes, charts, and market scanners. Place standard orders and complex option spreads. View delayed quotes without registration or account setup.
LPL FINANCIAL CORPORATION
Access accounts, track trends, manage goals
Monitor accounts by tracking total portfolio value and viewing performance over different timeframes. Check balances, transaction history, and investment details. Set up alerts for activity and portfolio changes.
Citibank Singapore Ltd
Send money, view balances, and manage accounts
View account balances and transaction history. Manage transfers and payments. Access customer support and account settings. Use biometric login for secure access. Navigate with a personalized layout.
Ainvest Fintech, Inc.
Sync accounts and trade stocks
Track prices and analyze market trends. Screen stocks using AI for investment insights. Execute trades and manage portfolios. Sync accounts for real-time data access. Receive personalized investment recommendations.
Robert W. Baird & Co.
Track portfolio value and asset allocation
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
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.
Elan Financial Services
Check card status and account activity
View account status, balances, and activity summaries. Check payment due dates, available credit, and credit limits. Review transaction history for the last 90 days. Manage card status and account activity.
The Dividend Tracker LLC
Track dividends, forecast income, visualize earnings
View income with a quick and easy format. Track payout dates and amounts. Forecast monthly and annual earnings. Visualize income trends and portfolio performance. Manage portfolios and monitor income streams.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.