Showing 81–100 of 1,000 ranked alternatives.
YourOwn Inc.
Manage financial data in one secure
Manage financial identity by integrating data from banks, income sources, and investment accounts to track net worth and assets. Share financial data instantly for loans, rentals, or planning. Monitor cash and investments in one secure platform.
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.
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.
Riskalyze, Inc.
Connect with investors and track financial trends
Access event agenda and speaker details. View venue map and navigate locations. Connect with attendees through messaging. Receive updates on session schedules and educational content. Track networking opportunities and session participation.
Industrial Alliance Insurance and Financial Services Inc.
Monitor portfolio, chat with advisor
Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.
Banco Santander International
Invest in funds and manage your portfolio
Manage investments, view account balances, and track portfolio performance. Set up recurring contributions and monitor transaction history. Access educational resources and receive market insights.
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