Manage portfolios and track performance
View portfolio performance metrics and holdings. Access advisor contact information and communication tools. Submit inquiries and request portfolio adjustments. Receive notifications about market changes and account updates.
Showing 181–200 of 1,000 ranked alternatives.
Africa Prudential PLC
Invest in stocks, bonds, and funds
Track and manage investments across multiple asset classes. View portfolio performance and rebalance holdings. Set investment goals and receive market insights. Schedule regular contributions and monitor expenses.
BKM Wealth Management, LLC
View accounts, track goals, manage finances
View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.
Standard Capital Securities (Pvt.) Ltd.
Track prices, analyze stocks, manage portfolios
Track live stock prices and market indices with real-time updates. Create and manage unlimited watchlists. View real brokerage portfolio details in PKR. Access research, news, and technical analysis tools.
ZAO Raiffeisenbank
And track your portfolio
Manage investment accounts with free access and zero fees for top-ups and withdrawals. View portfolio analytics, market summaries, and generate tax reports or account statements instantly.
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.
Morgan Stanley
Manage accounts, access docs, transfer funds, deposit
Manage financial accounts with Touch ID or Face ID access. View balances, activity, holdings, and projected income. Deposit checks, transfer funds, and access account documents. Collaborate with financial advisors securely.
Tradesk Technology, Inc.
Analyze portfolios and uncover opportunities
Analyze portfolio allocation and performance with AI insights. View real-time market impacts from news. Compare stocks against peers and sectors. Execute trades based on AI-driven insights.
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.
8FIGURES Inc.
Track portfolios, analyze risks, invest wisely
Track portfolio performance with real-time P/L and benchmark comparisons. Analyze risks and receive asset-allocation recommendations. Link multiple accounts including banks, brokers, and crypto wallets.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.