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 401–420 of 1,000 ranked alternatives.
The Bank of New York Mellon Corporation
Manage accounts and monitor investments easily.
The app allows BNY Wealth clients to manage and transact on consumer accounts and monitor investment accounts. It provides access to account details, statements, and fund transfers, along with banking features like bill pay and mobile check deposits.
ZOE FINANCIAL INC.
Access accounts, invest, track growth
Access account balance, investment performance, and current holdings. View transfer status and transaction history including deposits and withdrawals. Receive updates on investment account growth.
MERKEZI KAYIT KURULUSU A S
Monitor investments, track securities, report corporate actions
Monitor investment accounts across banks and intermediary institutions. View securities' activities and apply blockages on portfolio holdings. Track corporate action events and receive transaction notifications.
Jadwa Investment
Manage investments and track performance
Manage investments with access to Shariah-compliant asset classes across global markets. View portfolio details, including managed investments and brokerage balances. Set up subscriptions and monitor performance metrics.
Gatewood Wealth Solutions, LLC
Manage finances and track investments
Access financial plans, investment performance, and cash flow data anytime. View detailed reports, track expenses, and set financial goals. Receive alerts for account activity and securely manage investments.
VirtuaBroker Ltd
Trade crypto, manage portfolios, monitor exchanges
Manage and trade cryptocurrencies like BTC, LTC, XRP, ETH, and LINK across exchanges. Use AI-driven bots for market analysis and automated trading. Monitor portfolio performance and set trading parameters manually.
DSP ASSET MANAGERS PRIVATE LIMITED
Track investments and manage portfolios
Track investment performance with real-time portfolio insights and asset allocation details. Receive actionable recommendations based on advanced analytics. Manage transactions and view historical returns.
EMERGENT TECHNOLOGY SERVICES LLC
Save, send, and spend digital gold
Save and manage digital gold with secure transactions. Send and spend gold instantly. View portfolio value and transaction history. Set up account with simple sign-up. Track gold holdings and transaction details.
HDFC Bank Ltd
Invest in FDs and mutual funds
Invest in Fixed Deposits and Mutual Funds through a single platform. View portfolio performance and transaction history. Set investment goals and receive market updates. Adjust investment plans and manage holdings directly.
SSI Securities Corporation
Trade stocks and manage portfolios
Track stock prices and market trends in real time. Buy and sell stocks, bonds, and mutual funds. View portfolio performance and transaction history. Set price alerts and manage multiple accounts. Sync with brokerage accounts for order execution.
Parqet Fintech GmbH
Track assets, view performance, import data
Track financial assets and performance in real time. Import accounts from major banks and brokers. View detailed analytics and benchmark comparisons. Monitor cryptocurrency holdings and cash balances. Receive automated reports.
Tiller Private Wealth, Inc.
Share secure documents and investment reports
View investment reports and securely share documents with advisors. Access detailed performance data and track portfolio changes. Receive updates on account activity and manage document access permissions.
State Street Corporation
Manage risk and optimize returns
View investment summaries with visual displays. Track risk metrics and evaluate portfolio performance. Access key executive reports and publications. Receive real-time updates on market data. Manage investment insights remotely.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.