Showing 1–20 of 1,000 ranked alternatives.
Veracity Capital, LLC
Access portfolio data securely
Access portfolio data and account information through a simple interface. View investment performance, transaction history, and client-specific reports. Request access through your primary contact.
Ox Road Capital LLC
View portfolio data and manage investments
Access portfolio data in a simple interface. View investment performance, transaction history, and account details. Receive notifications and manage access settings.
Running Point Capital Advisors, LLC
Access portfolio and financial data securely
Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.
Capital One Services, LLC
Manage accounts, pay bills, check credit
View account balances and export statements. Pay bills and manage loans. Check credit scores through CreditWise. Activate cards remotely. Redeem rewards. Send and receive money via Zelle. Set up alerts and notifications.
Capital City Bank
View balances, track transactions, transfer funds, pay
View account balances and transaction history. Check alerts and manage account transfers. Pay bills and access all account types including checking, savings, money market, certificates of deposit, and loans.
Composition Wealth, LLC
View portfolio data securely
Access portfolio data through a simple interface. View investment performance, asset allocation, and account balances. Receive notifications and manage alerts. Contact advisory team for access requests.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.