Showing 121–140 of 1,000 ranked alternatives.
SGH Wealth Management, LLC
Monitor investments and financial data securely
Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.
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.
Sherpa Brokers LLC
Invest in companies and portfolios
Create personalized investment portfolios based on investor profile. Invest in top U.S. companies and ETFs with a minimum of one dollar. View account balances and transaction history. Set investment goals and track progress.
JVL Associates, LLC
Access client portal and manage accounts
Access client portal for account information, transaction history, and performance reports. View portfolio details, send secure messages, and schedule meetings with advisors. Download documents and set up alerts for account changes.
NJ INDIA INVEST PRIVATE LIMITED
Transact and check reports easily.
The app allows users to transact while on the go. Users can check their transactions and portfolio reports.
KMH Wealth Management, LLC
View financial plan and account information.
The app provides authorized users with access to financial plan information, account valuation, performance, and reporting. This application is designed for mobile devices.
Atlantic Union Bank
Track investments and view holdings
View investment holdings, asset allocations, and transaction history. Access a dashboard showing account balances, market value, and investment breakdowns. Track performance with visual charts and graphs.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.