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 521–540 of 1,000 ranked alternatives.
Rhame & Gorrell Wealth Management, LLC
View financial data and manage budgets
View financial overview with interactive dashboard. Generate dynamic reports on investments. Store and share documents securely with advisors. Manage budgets and track spending. Set financial goals and monitor progress.
Shanta Securities Limited
Trade stocks, manage portfolios, track real-time data
Track stock prices in real-time for DSE and CSE. Manage investment portfolios, create and customize watchlists. Execute trades and monitor transaction history. Set price alerts and view market news. Secure login with two-factor authentication.
UOB ASSET MANAGEMENT (THAILAND) COMPANY LIMITED
Review portfolios, access funds, transact investments
View and manage investment portfolios with real-time updates. Receive personalized portfolio recommendations based on risk tolerance. Execute transactions, track investments, and access fund details.
Valitana LLC
Place trades and manage portfolios
Track and manage investment portfolios with real-time transaction recording across equities, derivatives, structured products, and fixed income. Monitor asset performance, generate reports, and reconcile trades within a centralized platform.
Orb Concepts, LLC
Track stock prices and manage portfolios
Track stock prices, portfolio performance, and market trends in real-time. View detailed charts and historical data. Set price alerts and receive notifications. Analyze reports and company news. Manage multiple portfolios and customize watchlists.
Kelly Financial Group Limited Liability Company
Access client info and share documents
Access account information and documents through a simple interface. Share files via the Client Vault. View transaction history and manage account settings. Receive updates and notifications.
Union Bank of Nigeria Plc
Invest in, manage, and track your portfolio
Manage investments with personalized online products and services. Track portfolio performance, set financial goals, and receive market insights. Adjust investment strategies and access account statements securely.
StoneX Group Inc.
Trade futures and options on the go.
The app provides futures and options trading for account holders. It allows viewing real-time portfolio activity and market data, with push notifications for order fills and updates.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.