View portfolio data and financial plan details
View portfolio data and financial plan details in real time. Access account balances, transaction history, and investment performance. Receive updates on financial goals and plan adjustments. Communicate with advisors for personalized guidance.
Showing 61–80 of 1,000 ranked alternatives.
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY INC
View accounts, track performance, pay premiums
View investment account performance and transactions. Review insurance policy details. Make premium payments for life, disability, and long-term care plans. Set up autopay to ensure timely payments. Access contact information for financial advisors.
Waldron Private Wealth
Manage assets, plan finances, invest wisely
Track investment portfolios, view account balances, and receive performance reports. Schedule and manage meetings with financial advisors. Access educational resources and update personal financial information securely.
Guaranteed Rate, Inc.
Sync home, financial, and data
Track mortgage progress with real-time updates and AI-driven insights. View financial data, set goals, and sync home information. Apply for loans, receive same-day approvals, and connect with loan experts for guidance.
Equitable Financial Services, LLC
Plan with custom scenarios
Customize scenarios and view historical data in charts and graphs. Generate client-approved digital reports. Access structured capital strategies for volatility protection. Track portfolio performance and adjust investment allocations.
Morningstar, Inc.
Track portfolios, research stocks, monitor markets
Monitor market trends and track portfolio performance with real-time data. Research stocks, mutual funds, ETFs, and CEFs. View investment commentary, news, and videos. Customize portfolio tools and access comprehensive financial data.
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.
OneAscent
Access portfolio data anytime
Access portfolio data in real time. View investment performance, asset allocation, and transaction history. Receive alerts for account changes. Export reports and contact support through the .
Goldman Sachs
View portfolio, contact team, track insights
View portfolio details including market value, investment performance, and recent activity. Access account balances and transaction history. Contact the financial team directly. Receive market insights and updates.
LPL FINANCIAL CORPORATION
Access accounts, track trends, manage goals
Monitor accounts by tracking total portfolio value and viewing performance over different timeframes. Check balances, transaction history, and investment details. Set up alerts for activity and portfolio changes.
PMFA INC
Access portfolios, view reports, manage investments
View investment portfolio details in real time. Access account summaries, performance charts, and transaction history. Receive alerts for portfolio changes. Communicate with financial advisors through secure messaging.
Legacy Wealth Management Group, Inc
View accounts, track performance, access data
View portfolio performance data across all financial accounts in one place. Track daily and historical performance metrics. Access detailed account information and performance reports. Stay informed on investment activity and market trends.
Veracity Capital, LLC
Access portfolio data securely
Access portfolio data and account information through a simple interface. View investment performance, transaction history, and client-specific reports. Request access through your primary contact.
ABYAN CAPITAL COMPANY
In Shariah-compliant portfolios
In Shariah-compliant portfolios, , and manage wealth through a secure . Set investment goals, track performance, and receive personalized recommendations. Open accounts quickly and monitor transactions and balances in real time.
Endowus Technologies Pte. Ltd.
Invest in diversified portfolios
Manage investments with access to globally diversified portfolios. Set financial goals and create personalized plans. Track portfolio performance and adjust allocations. View detailed fund information and transaction history.
TAMRA CAPITAL COMPANY
In ETFs and manage your portfolio
Manage investments with automated portfolio management and diversification across exchange-traded funds. Set financial goals, track performance, and adjust allocations. Receive market insights and access account statements.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.