Showing 1–20 of 1,000 ranked alternatives.
Eyeballs Financial LLC
Schedule appointments and view data
Financial advisors can respond to inquiries and manage appointment scheduling directly from their phones. They can accept or reject appointment requests without needing direct communication.
Starburst Labs, Inc.
Manage client data and track firm activities
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
S&P Global Market Intelligence LLC
Access real-time data and market news
Access company financials, market data, and news. View filings and key metrics. Search for stocks and analyze financial reports. Set alerts for market changes. Sync with desktop for comprehensive data access.
Morningstar, Inc.
Track investments, analyze portfolios, set goals
Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.
National Financial Services LLC
Access real-time market data and trade securely
Access client portfolios, view market data, and manage trades. Track performance metrics, send secure messages, and schedule client meetings. Integrate with Wealthscape platform for secure brokerage operations.
EURAFRIC INFORMATION SA
Manage finances securely and remotely
View account balances and transaction history. Check card status, loans, securities, and bancassurance products. Initiate transfers between BANK OF AFRICA accounts. Perform fund deposits via photo. Receive alerts and manage account security remotely.
Franklin Savings Bank
View balances, track transactions, transfer funds, pay
View account balances and recent transactions instantly. Transfer funds between accounts, pay bills, and deposit checks by photo. Locate branches or ATMs. Requires a password for secure access.
Choice Wealth Advisors, LLC
View account info, check balances, contact advisor
View account balances and transaction history. Send secure messages to . Access portfolio details and activity logs. Schedule consultations and receive alerts for account changes.
Excel Net Solutions Private Limited
Track mutual fund schemes and facts
View mutual fund scheme details including fund objective, features, return performance, holdings, and NAV graphs. Compare schemes by return performance. Access financial calculators. Check portfolio performance and holdings.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.