Showing 41–60 of 1,000 ranked alternatives.
Fiducient Advisors LLC
View portfolio data securely
View portfolio data including asset allocation, performance metrics, and transaction history. Access account statements and tax documents. Receive notifications about market changes and portfolio updates.
First Oak Wealth Management LLC
Access portfolio data securely
Access portfolio data and manage investments through a simple interface. View account balances, transaction history, and performance metrics. Receive real-time updates and alerts. Communicate with advisors and request support directly.
Texas Capital Bank
View accounts, track transactions, print statements
View account balances and transaction details. Access and print monthly e-statements. Set up direct deposit. Transfer funds between accounts or linked banks. Deposit checks via device camera. Pay bills directly from the .
Alpine Capital Bank
View accounts, track transactions, set alerts, deposit
View account balances and transaction history. Access monthly statements and set up alerts. Deposit checks by photo. Initiate transfers and pay bills directly. Manage accounts from any location using a device.
Ark Financial Management, LLC
Access portfolio data and manage investments
Access portfolio data, view account balances, and track investment performance. Review transaction history and generate reports. Receive alerts and manage account settings remotely.
THE RETIREMENT PLANNING GROUP, INC.
Review performance, track income, upload documents, link
Review investment performance and account values. View income, distributions, and net worth summaries. Upload and download documents from a secure vault. Link external accounts for consolidated financial data.
Grand Wealth Management, LLC
View portfolio data securely
Access portfolio data and manage investments through a secure web interface. View account balances, transaction history, and performance metrics. Receive real-time updates and communicate with financial advisors for account inquiries.
Capital Bank
Manage accounts on the go.
The app provides 24/7 mobile banking for Capital Bank customers enrolled in online services. Users can manage accounts, deposit checks, transfer funds, and pay bills securely.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.