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 361–380 of 1,000 ranked alternatives.
River Wealth Advisors LLC
View financial data and manage budgets
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a financial advisor. Manage budgets and track spending.
FEDGROUP HOLDINGS PTY LTD
Invest in assets and track your portfolio
Manage financial investments by purchasing Impact Farming assets and traditional securities. Track portfolio performance, set investment goals, and view detailed financial reports. Receive real-time updates on asset values and transaction history.
Kelly Financial Group, LLC
Access accounts, view portfolio, secure messages
Access account details, investment portfolio, and document vault securely from your phone or tablet. Contact financial coach directly, receive messages, and view updates from your personal finance team.
DecisionPoint Financial, LLC
Track expenses, view reports, manage investments, secure
View data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from your wealth advisor. Manage goals and track performance.
Lucia Capital Group, LLC
View account info and reports anytime
Access account valuation and reporting information instantly. View portfolio details and transaction history. Receive updates and notifications about account changes. Manage access settings and contact support directly.
Cypress Point Wealth Management, LLC
Track expenses, view reports, secure documents
View financial data through an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely with a financial advisor. Manage budgets and track expenses.
Goldman Sachs
View portfolio, track positions, access history
View portfolio summaries, positions, and transaction history. Check account balances and review trade details. Execute actions on high-priority items. Receive secure login access via fingerprint or password.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.