Track investments and connect with your team
Sign in using biometrics for secure access. Track and manage investments. Connect with relationship managers. Access tax documents, summaries, and statements. Receive alerts for trade updates and new contributions.
Showing 61–80 of 1,000 ranked alternatives.
Sun Life Assurance Company of Canada
Manage benefits, insurance, and investments.
The app provides an all-in-one digital hub for managing benefits, insurance, and investments. Users can track savings, submit claims, check investment performance, and access health services.
CAPITAL BANK OF JORDAN
Transfer funds, view balances, pay bills
View and manage accounts through a dashboard. Track and update beneficiary accounts. Perform various transfer types. Pay bills directly from the . Access transaction history and statements. Set up and manage alerts. Lock and unlock cards remotely.
Digital Development LLC
Check balances, view statements, make deposits
Check account balances and review recent transactions. Transfer funds between accounts. Deposit checks remotely. Access statements and tax forms electronically.
Evelyn Partners Group Limited
Manage investments, view portfolio values, track performance
Manage investment portfolios with real-time value tracking and performance analysis. View asset allocation, benchmarks, and recent transactions. Access documents and download valuation and tax statements. Link and view multiple accounts.
Apple Bank for Savings
Pay bills, transfer funds, deposit checks
Transfer funds between accounts. Deposit checks by photo. Pay bills directly from the . Set transaction alerts via email, text, or push notifications. View and download statements. Enable Face ID or Touch ID for secure access.
Northern Credit Union
Bank from anywhere with mobile banking.
The app allows users to deposit checks, view balances, pay bills, and locate ATMs. Users can also transfer money, download statements, and track spending patterns.
Serelyn LLC
Evaluate real estate investments and financing.
The app evaluates real estate investments, structures mortgage financing, and determines pricing. It offers features like a financing likelihood indicator and income tax projections.
Petra Securities Limited
Invest in goals and track progress
Manage investments with DigiSave, allowing access to funds while working towards medium to long-term goals. Set financial plans, monitor progress, and adjust contributions as needed.
Smart Financial Credit Union
Access accounts, manage transactions, transfer funds, pay
Access account information anytime and anywhere. Manage transactions and view activity logs. Transfer funds, pay bills, and deposit checks by photo. Locate nearby ATMs and contact customer support. Receive alerts and view statements on tablets.
Stansberry Asset Management, LLC
Check performance, review portfolios, track investments
Check investment performance, review portfolio details, and understand asset allocation. Subscribe to NewsFeed, download reports, view past webinars, and contact Customer Relationship Managers.
Liscio, Inc
Send secure messages and sign documents
Secure messaging allows sending and receiving sensitive information. Sign documents electronically. View pending tasks in a to-do list. Exchange files directly through the . Scan and upload documents using the built-in scanner.
The Guardian Life Insurance Company of America
Access , view , make payments
Access Individual Market Guardian and . View policy details, coverage, beneficiaries, and riders. Make secure payments, manage automatic payments, and change billing schedules. View payment history up to three years.
ADP, Inc
Manage team schedules and payroll remotely
Managers can check attendance, update schedules, approve timecards, and monitor overtime. Employees can clock in and out, check schedules, and view pay statements.
Rize Federal Credit Union
Track accounts, pay bills, deposit checks
Check balances and review transaction history. Pay bills and transfer funds between accounts. Deposit checks via photo. Locate nearby branches and surcharge-free ATMs. Send and receive money using Zelle®. Manage cards and set alerts.
PrivatBank
Manage accounts, track payments, analyze cash flow
Manage accounts by viewing statements, tracking income and expenses, and analyzing cash flow. Make payments to contractors, suppliers, and partners with secure transactions and customizable templates.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.