Access accounts and manage investments
View accounts with Household Summary, Today’s Gain/Loss, and Balances. Group accounts by Non-Retirement and Retirement. Check Cash and Stocks & Related holdings. See Top Performing stocks in portfolio.
Showing 141–160 of 1,000 ranked alternatives.
REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED
Invest in funds, track your portfolio, manage
Manage investment portfolios with real-time tracking and customizable dashboards. View performance metrics and portfolio composition. Access research-driven investment recommendations. Withdraw funds via integrated online ATM functionality.
CFS INSURANCE & TECHNOLOGY SERVICES LLC
Access investments and manage accounts
Access account balances at account, client, or household level. Use multi-factor authentication and biometrics for secure access. Contact financial professionals via phone or email. View Total Assets chart with contributions and withdrawals.
Westmount Asset Management Inc.
Access accounts, view balances, track performance
Access all accounts from a mobile device. View balances, holdings, and portfolio performance. Retrieve quarterly statements and other account details. Manage investments and track financial progress.
PayTM Mobile Solutions Private Limited
Invest in IPOs, stocks, and mutual funds
Invest in IPOs, equities, F&O, bonds, and mutual funds. View real-time market data and track portfolio performance. Set up recurring investments and manage multiple accounts. Place orders and monitor trade history.
StockTalk, Inc.
Optimize portfolios and track investments
Track investment performance and analyze portfolio risk. Receive personalized financial insights and recommendations. Adjust portfolio allocations and minimize capital-gains taxes. Identify and reduce fund fees.
Anchorage Technologies Private Limited
Track stocks, analyze data, trade shares
Screen stocks, mutual funds, ETFs, and indices with real-time price data and fundamental analysis. Filter investments using screening tools. Access news, forecasts, and market updates. Place trades and track portfolio performance.
Revent Solutions LLC
Expenses, sync accounts, set budgets
Sync bank accounts, credit cards, and investment portfolios in one tap. expenses, set budgets, and receive bill reminders. Cancel subscriptions, monitor net worth, and manage spending without spreadsheets.
Stockring, Inc.
Predict stock moves and trade smart
Analyze stock market data to predict price movements and suggest buy, sell, or hold actions. Provide investment insights based on machine learning trends. Track portfolio performance and receive real-time market updates.
Ainvest Fintech, Inc.
Sync accounts and trade stocks
Sync accounts to manage portfolios. Analyze trades and evaluate performance. Receive AI-driven insights for investment decisions. Execute trades and monitor market trends in real time. Set and track financial goals with personalized recommendations.
Turkiye Finans Katilim Bankasi A.S
Manage accounts, transfer funds, view transactions
Check account balances, transfer funds between accounts, and pay bills. Deposit checks via photo. Set transaction alerts and manage card security. Access financial products and services through secure online banking features.
Ascensus Inc
Access retirement accounts quickly and easily.
The app offers participants access to their accounts. It has been rebranded with a new name and logo, maintaining its focus on retirement management.
5paisa Capital Limited
Trade stocks, track portfolios, manage investments
Open Demat accounts with a paperless process in under 5 minutes. Place trades with flat brokerage rates. Track portfolio performance and set investment goals. Receive real-time market data and alerts. Manage transactions and view trade history.
Spectrum Pension Consultants, Inc.
Enroll, manage, and track investments
Enroll in retirement plans quickly. Manage investment portfolios and adjust contributions. Request loans or withdrawals. View portfolio returns and transaction history. Access live fund data and prospectus.
Axel Bennani
Track , crypto, and funds in one
Track , crypto, ETFs, funds, forex, commodities, indexes, and savings in one place. View real-time portfolio performance with intraday, monthly, yearly, and all-time data.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.