OneAscent
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 .
Apps Like Aspiriant Connect for iPhone and iPad
View portfolio data anytime, anywhere
Access portfolio data through a clean interface. View investment performance, track asset allocations, and receive real-time market updates. Set up custom alerts and export reports in various formats.
Aspiriant Connect screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Yahoo Finance: Stocks, Markets
Yahoo Inc.
Track , get alerts, and view real-time
Track portfolio performance and manage crypto assets with a portfolio tool. Follow , ETFs, or crypto for real-time quotes and personalized . Set alerts for market updates and investment insights.
Composition Wealth Portal
Composition Wealth, LLC
View portfolio data securely
Access portfolio data through a simple interface. View investment performance, asset allocation, and account balances. Receive notifications and manage alerts. Contact advisory team for access requests.
Wilkinson Global
Wilkinson Global Asset Management LLC
Access portfolio data anytime
View portfolio data including asset allocations and performance metrics. Access account balances and transaction history. Receive real-time updates and generate detailed reports. Manage investment holdings and track market trends.
GlobalWealth Access
Fi-Tek, LLC
Portfolio data securely
Portfolio data including account balances, performance metrics, and asset allocations. View detailed reports and transaction history. Receive real-time updates and set up account alerts.
CoinMarketCap: Crypto Tracker
CoinMarketCap, LLC
Track prices and portfolio data
Track cryptocurrency prices and market trends in real time. View coin statistics and news updates. Add preferred cryptocurrencies to a portfolio . Monitor Bitcoin and other coins with live data. Set up alerts for price changes.
Fiducient Advisors
Fiducient Advisors LLC
View portfolio data securely
View portfolio data including asset allocation, performance metrics, and transaction history. Access account statements and tax documents. Receive notifications about market changes and portfolio updates.
Seeking Alpha: News & Analysis
Seeking Alpha Ltd.
Track stock prices and market
Access real-time financial and market . Track stock prices and charts. Set customizable alerts for watched stocks. View earnings reports and transcripts. Manage a portfolio with tracking tools.
SmartPro Client Experience
SmartPro Financial LLC
View portfolio data and interact with
View portfolio data and financial summaries in a clean interface. Access account details, transaction history, and performance metrics. Communicate with financial advisors and receive updates.
Vanguard: Save, Invest, Retire
The Vanguard Group, Inc.
Invest, track, and manage your portfolio
Access account balances and total assets. Review investment performance and transaction history. View portfolio details and asset allocation. Manage investments by buying or selling funds. Set up recurring contributions and adjust portfolio settings.
Ox Road Capital
Ox Road Capital LLC
View portfolio data and manage investments
Access portfolio data in a simple interface. View investment performance, transaction history, and account details. Receive notifications and manage access settings.
Creative Planning
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.
MarketWatch - News & Data
Dow Jones & Company, Inc., publisher of The Wall Street Journal.
Track market and updates
Access real-time market , including stock prices, index movements, and securities information. Read breaking , videos, and analysis. Receive alerts for market changes. Track financial and investment insights.
Beacon Hill
Beacon Hill Private Wealth LLC
View portfolio values and allocations
View portfolio values and allocations in real time. Track asset distributions and performance metrics. Receive notifications for account activity and market changes. Adjust investment settings and access detailed reports.
Veracity Capital
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.
Fundrise: Invest in Alts
Rise Companies Corp
In real estate and private credit
Manage private real estate investments by allocating funds to properties. Track portfolio performance and cash flow. View detailed investment reports and manage holdings. Access market analysis and investor insights.
Ameriprise Financial
Ameriprise
Access accounts and track investments
Track accounts with real-time balance and transaction details. View portfolio performance and investment summaries. Communicate with advisors through in- messaging. Receive account alerts and activity notifications.
Stock Master: Investing Stocks
Apponance, Inc.
Track , analyze data, trade quickly
View real-time quotes and pre-market/after-hour data. Customize advanced charts with technical indicators. Track portfolio performance and set price alerts. Place trades and manage orders directly. Access market news and analyst ratings.
TabTrader - crypto terminal
Tabtrader BV
Trade , track markets, manage portfolio
Monitor real-time cryptocurrency prices across Binance, Kraken, and other major exchanges. Track portfolio performance. Set custom watchlists. Receive market alerts. Conduct technical analysis. View trading pair details and historical data.
Empower ®
Empower Annuity Insurance Company of America
Track expenses, view balances, manage budgets
Track income and expenses across multiple accounts. Monitor net worth with real-time updates. Access professional investment advice. Set financial goals and receive personalized recommendations. Sync data from various financial institutions.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.