Showing 161–180 of 1,000 ranked alternatives.
Creative Planning, Inc.
Access portfolio and manage investments
View investment portfolios, track asset performance, and manage accounts. Adjust allocations, set reminders, and receive notifications. Sync with desktop software and access detailed reports.
Global Wealth Strategies & Associates, LLC
View accounts, track balance, contact advisor
View account balances and portfolio performance in real time. Review statements and transaction history. Contact advisors directly. Access daily updated dashboards and performance reports. Manage personal balance sheet and account activity.
MyNumbers AB
View financial data with simple graphs
Track business income, expenses, and profit with simple graphs and summaries. View invoices and identify top customers. Connect to accounting systems like Visma eEkonomi or Fortnox. Set up ongoing updates and financial insights.
City Falcon Limited
Track stocks, commodities, and cryptos
Monitor markets with real-time data on stocks, commodities, FX pairs, indices, cryptos, ETFs, and 27 topic classes. Access news, filings, investor relations documents, insider transactions, sentiment analysis, and summaries.
Atlantic Union Bank
View account details and manage investments
View investment accounts with a personalized dashboard showing portfolio activity, asset allocation, gains, and losses. Customize dashboard layouts. Access company details and contact information for financial team.
MSU Federal Credit Union
Manage finances with mobile banking.
The app provides Oakland University Credit Union members access to account balances, transaction history, and bill payment options. Members can also view rewards, make loan payments, and deposit checks using eDeposit.
Orion Advisor Services, LLC
View portfolio values and contact advisor
View portfolio values and asset allocations in real time. Contact advisors directly through the . Access account details and transaction history. Receive notifications for portfolio changes.
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.