Track and manage accounts
Monitor investment portfolios with real-time market updates and news. View performance charts and historical data. Set custom alerts for price changes and market events. Manage mutual fund and retirement plan accounts.
Showing 101–120 of 1,000 ranked alternatives.
Excel Net Solutions Private Limited
Track and manage portfolio assets
Manage and monitor financial portfolio with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Download complete portfolio reports, view historical performance, and access transaction statements.
Industrial Alliance Insurance and Financial Services Inc.
Track claims, view benefits, manage savings
Monitor group insurance claims by submitting securely and tracking progress. Send photos of receipts when needed. Check healthcare provider eligibility and use health spending accounts for reimbursements.
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.
Canadian Imperial Bank of Commerce
Monitor investments and trade on the go.
The app allows users to monitor investments across various CIBC accounts. Users can discover investment ideas, trade various assets, and access account statements and trade confirmations.
MX TECHNOLOGIES, INC.
Track expenses, set budgets, view reports
View financial data from multiple accounts in one place. Track expenses, set budgets, and receive notifications for transactions. Create visual reports and customize alerts for spending patterns.
Smallcase Technologies Private Limited
Invest in stocks and mutual funds
Invest in stocks and fixed deposits through pre-built portfolios managed by experts. Choose from themed or strategic stock baskets. Set up recurring investments and track portfolio performance over time.
Principly, Inc.
Open 529 plans and invite contributors
Open a 529 plan for a child, invite family and friends to contribute funds, and track growth. Manage contributions, set up recurring donations, and monitor account balances. Share progress with supporters and view transaction history.
Buena Capital Advisors, LLC
Build and manage long-term portfolios
Manage long-term investments with access to traditional and alternative assets including private equity, venture capital, private credit, and real estate. View portfolio performance, adjust allocations, and track investment timelines.
PARAM INVESTMENTS MF SERVICES LLP
Track portfolio, manage assets, view reports
Track and manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download complete reports, and access transaction statements. Log in via Google email.
Entrust Administration, Inc.
Invest in real assets and manage
Manage retirement investments through a IRA. Choose from alternative assets like real estate, private equity, and precious metals. Transfer funds and invest in non-traditional options. Monitor account activity and manage contributions.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.