Manage accounts, view history, access documents
Access accounts using FaceID or TouchID. View all accounts in one place. Access up to seven years of documents. Review balances and activity. Adjust investment options. Update personal information. Schedule transactions.
Showing 201–220 of 1,000 ranked alternatives.
Wealthica Financial Technology Inc.
Track investments and banking transactions
Track net worth by integrating accounts from banks, investments, and crypto platforms. View all assets and liabilities in one place. Analyze spending patterns and investment performance over time.
Glen Eagle Advisors, LLC
Invest in portfolios with expert guidance
Invest in expert-crafted portfolios tailored to financial goals. Track wealth across multiple accounts. Access retirement planning tools and personal finance insights. Adjust investments based on life changes and risk tolerance.
First Financial Corporation
Manage accounts, track transactions, send payments
Check account balances and view recent activity. Search transactions by date, amount, or check. Manage checking and savings accounts securely. Deposit checks by photo. Set alerts and lock accounts remotely.
Alliance Wealth Advisors, LLC
Monitor balances, view accounts, share documents, link
Monitor personal balance sheet and view investment accounts managed by . Store, share, and send documents with advisors. Link external accounts using an account aggregation tool.
Silo Financial LLC
Invest in and ETFs securely
View investment options including , ETFs, government bonds, and indexes. Manage funds with SIPC and FDIC insurance. Access assets stored securely with Interactive Brokers. Track portfolio performance and adjust investments as needed.
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.
StockTalk, Inc.
Optimize portfolios and track investments
Track investment performance and analyze portfolio risk. Receive personalized financial insights and recommendations. Adjust portfolio allocations and minimize capital-gains taxes. Identify and reduce fund fees.
Schwab Retirement Technologies Inc.
Manage your account remotely
Manage account with enrollment, balance checks, and investment tracking. Forecast retirement income and adjust contributions. Submit documents via secure uploads. Choose investments and rebalance.
Arta Finance Inc.
Invest in assets and track your portfolio
Manage investments with AI-driven insights and personalized financial tools. Access elite investment opportunities and expert networks. Set financial goals, track performance, and adjust portfolios. View transparent pricing and transaction history.
Aware Super Pty Ltd
Check balance and transactions
Check balance and view recent contributions and transactions. Set up Touch ID or Face ID for secure login. Update contact details and communications preferences. Check insurance cover and investment options.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.