Showing 21–40 of 1,000 ranked alternatives.
Prosper Marketplace, Inc.
Manage portfolio allocations and track investments
Manage investment portfolios by adjusting target allocations with Auto , manually selecting loans, adding funds via one-time or recurring deposits, and viewing details on each Note.
Ascensus Inc
Access accounts, check balances, add funds
Manage education savings with secure account access and balance checks. View transaction history and investment allocations. Add funds via one-time or recurring contributions. Compare savings against others in the plan.
American United Life Insurance Co Inc
Manage accounts and access financial resources
Manage accounts with transaction history and activity tracking. Access financial wellness resources and tools. View balances and transaction details. Switch between English and Spanish language settings. Set up and manage account alerts.
CLIFTONLARSONALLEN LLP
View portfolio details anytime
View portfolio details, check asset allocations, and access interactive reports. Track financial goals and their achievement probabilities. Download documents and customize the interface for personalized financial insights.
Texas Capital Bank
View accounts, track transactions, print statements
View account balances and transaction details. Access and print monthly e-statements. Set up direct deposit. Transfer funds between accounts or linked banks. Deposit checks via device camera. Pay bills directly from the .
Infovisa, Inc.
View investment accounts on the go.
The app provides users with quick access to portfolio balances and account summaries. It features dashboards with breakdowns and visual graphs, allowing users to track account performance against the market.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.