Apps Like Assist by Jainam-AP & Partners for iPhone and iPad
Track portfolios and manage investments
Open demat accounts digitally without physical documents. Track portfolio performance and manage investments in , mutual funds, and IPOs. View real-time market data and set up alerts. Deposit funds and execute trades securely.
Assist by Jainam-AP & Partners screenshots
Ranked alternatives
Showing 301–320 of 1,000 ranked alternatives.
Plante Moran Wealth
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.
CCAP TRADING
Coimbatore Capital Limited
Trade stocks, bonds, and commodities instantly
Place trades in equity, derivatives, and commodities. View real-time market data and price charts. Monitor portfolio performance and track order history. Receive alerts for price changes and trade executions.
CRVJ Investment Services
Excel Net Solutions Private Limited
Track assets and manage investments
Manage financial investments with access to mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View complete portfolio reports, historical performance, and transaction statements. Download data and log in via Google email.
Greyspace
Greyspace Financial LLC
View reports, load receipts, schedule meetings
View detailed financial reports, upload bookkeeping receipts, and schedule client meetings. Access encrypted business documents and analytics anytime. Manage financial data securely from a single platform.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.