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 101–120 of 1,000 ranked alternatives.
Snowball Analytics
Track investments and manage portfolios
Track investment portfolios with consolidated brokerage accounts. Plan and monitor investments, manage dividends, and analyze performance. View dividend and coupon income via a calendar. Set and track financial goals. Sync data across devices.
Cornerstone Planning Group, LLC
View portfolio data and financial plan details
View portfolio data and financial plan details in real time. Access account balances, transaction history, and investment performance. Receive updates on financial goals and plan adjustments. Communicate with advisors for personalized guidance.
New Republic Partners, Inc.
View data and reports
Access data and performance reports for specific time frames, asset classes, and accounts. View detailed account information and track investment performance through a simple interface. Requires authorization as a client of New Republic Partners.
Endowus Technologies Pte. Ltd.
Invest in diversified portfolios
Manage investments with access to globally diversified portfolios. Set financial goals and create personalized plans. Track portfolio performance and adjust allocations. View detailed fund information and transaction history.
CATALYST FINANCIAL PARTNERS LLC
Access portfolios, accounts, and vault
Access portfolio valuations, view account and investment overviews, and access the vault. Manage investments, check balances, and review transaction history. Receive alerts and update contact information.
CP Labs AG
Track news, vote, and save updates
News "Aggregate cryptocurrency news and track portfolio performance. Vote on news impact, save articles as bookmarks, and receive notifications on trending topics."
Boldizsar Tompe
Track dividends, view portfolio, analyze income
Track income from stocks with real-time updates and visualizations. View portfolio performance, analyze historical data, and monitor upcoming payout dates. Receive notifications for key events like payment dates.
Crestwood Advisors Group LLC
View account details and manage portfolios remotely
Access client account information and household details through a mobile interface. View balances, transaction history, and portfolio summaries. Receive updates and notifications about account activity.
SGH Wealth Management, LLC
Monitor investments and financial data securely
Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.
CV ADVISORS LLC
View portfolios, track investments, stay informed
View and monitor investment portfolios and accounts. Track performance of investments and markets. Receive updates and alerts on financial activities. Securely access account details and market data.
CJM Wealth Advisers, Ltd.
View account info, check balances, contact advisor
View account details and balances in real time. Contact your financial advisor directly through the . Send secure messages and request assistance for account-related queries.
Chaka Technologies Ltd
In stocks and manage portfolios
Open accounts and in U.S., Nigerian, and international stocks and ETFs. 5,000+ securities. View portfolio performance. Set investment goals. Securely manage funds. Deposit and withdraw money. Track market trends. Receive real-time updates.
StockSpy Apps Inc.
Track , analyze portfolios, sync data across
Track stock prices and portfolio performance with real-time data and technical analysis tools. Sync data across iPhone, iPad, and Mac. View , set alerts, and receive free upgrades. Manage investments and monitor market trends.
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