Showing 81–100 of 1,000 ranked alternatives.
Andrew Little
Track net worth and set financial goals
Track net worth by categorizing assets and liabilities. Input data manually or import from previous records. View charts to monitor financial progress. Set goals and receive alerts for spending patterns.
Hohimer Wealth Management LLC
View portfolio, generate reports, store documents
View financial portfolio with an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely via a document vault. Access additional financial tools and features.
HOXTON CAPITAL MANAGEMENT FZE
Track net worth in real time
Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.
Peoples Security Bank and Trust Company
View balances, track transactions, manage portfolios
View personal balance sheet, recent transactions, portfolio holdings, and cash flow trends. Link accounts from over 20,000 institutions. Securely aggregate assets and liabilities. Set up alerts for account activity.
DABA MARKETS INC.
Invest in stocks, bonds, and funds
Track investments in stocks, bonds, IPOs, managed funds, and venture capital. View portfolio performance and transaction history. Set up recurring investments and receive market updates.
ENZI WEALTH LLC
View account info, check balances, contact advisor
View account details and balances. Contact advisor directly. Access real-time account updates and transaction history. Send secure messages for support. Manage account inquiries and feedback.
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.