Showing 61–80 of 1,000 ranked alternatives.
Excel Net Solutions Private Limited
Track mutual fund schemes and facts
View mutual fund scheme details including fund objective, features, return performance, holdings, and NAV graphs. Compare schemes by return performance. Access financial calculators. Check portfolio performance and holdings.
Auric Capital Partners LLC
Manage client portfolios and communications
Access client account information, view portfolio performance, and receive personalized insights. Schedule calls, send messages, and access educational resources. Receive real-time updates and alerts on account activity.
Willow Financial LLC
View portfolio, upload files, communicate with advisor
View investment portfolios and account balances. Upload documents for review. Communicate with advisors via messaging. Access account statements and transaction history. Request portfolio adjustments and file tax documents securely.
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
EURAFRIC INFORMATION SA
Manage finances securely and remotely
View account balances and transaction history. Check card status, loans, securities, and bancassurance products. Initiate transfers between BANK OF AFRICA accounts. Perform fund deposits via photo. Receive alerts and manage account security remotely.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.