Showing 121–140 of 1,000 ranked alternatives.
PB Fintech Limited
Invest in health insurance to save tax
Compare insurance policies, calculate tax savings from health insurance purchases, and invest in ULIP or term insurance plans to reduce income tax. View tax-saving benefits, compare plans, and make informed investment decisions.
Troutwood LLC
Set financial goals and track progress
Set financial goals with customizable plans. Calculate likelihood and adequacy scores for each goal. Generate budgets based on location-specific cost of living and salary data. Review personal financial plans to track progress and adjust strategies.
Sun Life Assurance Company of Canada
Manage benefits, insurance, and investments.
The app provides an all-in-one digital hub for managing benefits, insurance, and investments. Users can track savings, submit claims, check investment performance, and access health services.
First United Bank and Trust Company
View balances, transfer funds, pay bills, locate
View account balances and transaction history. Transfer funds between accounts. Pay bills and locate nearby ATMs and branches. Set up security features to protect personal information. Access online features through the .
Rise Vest Technologies Limited
In assets and track your portfolio
In global, dollar, and naira denominated assets. Set financial goals and build a personalized portfolio. Track performance, adjust investments, and receive market insights. Manage accounts, view balances, and schedule recurring contributions.
Spectrum Pension Consultants, Inc.
Enroll, manage, and track investments
Enroll in retirement plans quickly. Manage investment portfolios and adjust contributions. Request loans or withdrawals. View portfolio returns and transaction history. Access live fund data and prospectus.
Alerus Financial Corporation
Check balances and view performance graphs
Check account balances and investment performance. Receive alerts and view contribution history. Download statements and monitor loan data. Access personal rates of return and investment information securely. Log in using existing credentials.
Juicestand Inc
Get real-time news and notifications
Access real-time on , , and . View informative videos about . Receive notifications for important news headlines and legislative changes. Track tax implications and maximize retirement with actionable tips.
Fierce Technology, Inc.
Save, invest, and trade securely
Manage finances with high-yield cash accounts offering 3.50% APY. Auto-reinvest interest into bitcoin. Buy, transfer, and trade crypto and U.S. equities without fees. Earn 8.00% premium yield on cash. View account balances and transaction history.
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.
Westpac Banking Corporation
Manage finances, track expenses, set goals
Check balances, transfer funds, and pay bills. Deposit checks via photo and set transaction alerts. Access money management tools and financial insights. Switch between personal and business accounts within the .
Schwab Retirement Technologies Inc.
Enroll, forecast, monitor, save
Enroll in plans quickly. View income forecasts. Track account balance and investment performance. Adjust paycheck contributions. Choose and rebalance investments. Upload documents via secure photo submission. Access financial learning resources.
First Community Bank & Trust
Manage accounts, pay bills, deposit checks
Manage accounts with real-time balance checks and transaction history. Set up alerts for account activity. Pay bills, send money via Zelle, and deposit checks remotely. Monitor credit score and view cancelled check images.
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