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.
Showing 61–80 of 1,000 ranked alternatives.
First Bancorp
View balances, transfer funds, deposit checks
View real-time account balances and transaction history. Transfer funds between accounts. Deposit checks via photo. Set up alerts and manage account settings. Access branch locations and contact information.
Raphael Odermatt
Track value and daily changes
Track performance with current asset value, daily changes, and total P&L. Manage multiple portfolios and add stock positions. View profit and loss for portfolios and individual holdings. Receive automatic dividend updates.
First Source Federal Credit Union
Manage accounts, view balances, transfer funds, pay
Manage accounts and cards, view balances and transactions, transfer money, pay bills, pay friends, deposit checks by photo, and locate branches and ATMs. Set up two-factor authentication for secure access and encrypted data transmission.
Merrill Lynch
Manage accounts and check balances
Manage accounts by checking balances, detailed holdings, and transaction history. Update investment contributions and request loans or withdrawals. View interactive account summaries and graphics. Access financial information and documents securely.
DerivLab Limited
Track prices and exchange data
View real-time cryptocurrency market data including price charts and trading volumes. Track top exchanges like Binance and OKX. Monitor liquidations, open interest, and longs vs shorts ratio. Compare funding rates for futures.
TTCU Federal Credit Union
Manage accounts, transfer money, deposit checks, track
Access accounts with 24/7 secure login. Use biometrics for authentication. Manage debit and credit cards remotely. Monitor credit score and track spending. Deposit checks via photo. Transfer funds between accounts.
QUIN Technologies GmbH
Track assets, monitor net worth, manage investments
Track investment portfolios with real-time updates and net worth aggregation. Add assets like stocks, ETFs, real estate, and collectibles. Visualize holdings in a single dashboard. Monitor net worth 24/7.
8FIGURES Inc.
Track portfolios, analyze risks, invest wisely
Track portfolio performance with real-time P/L and benchmark comparisons. Analyze risks and receive asset-allocation recommendations. Link multiple accounts including banks, brokers, and crypto wallets.
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
Dukascopy Bank SA
Global market data and news.
The app provides free, real-time market data for currency pairs, commodities, stocks, indices, and bonds. Users can access live charts, receive price alerts, and stay informed with global market news and economic calendars.
Milliman, Inc.
Access retirement plan information on the go.
The app provides a secure way to access retirement plan information. Users can view account details, contributions, investments, and rates of return from their mobile device.
Quber Technologies Inc.
Save automatically and track your goals
Save for unexpected expenses with an employer-sponsored emergency savings account. Set savings goals, track progress, and receive cashback rewards on purchases. Earn monthly interest and potential employer matching contributions.
Leading Magic Limited
Trade , manage funds, secure assets
Trade cryptocurrencies including , Ethereum, Solana, and Dogecoin. Buy, sell, and swap assets with low fees. Monitor real-time prices and order books. Set stop-loss and take-profit orders. Access advanced charting tools and market data.
owen, Inc.,
Calculate contributions and track growth
Calculate future asset growth by inputting initial principal, regular contributions, and rates. Simulate withdrawals and track principal, , and balances over time. View visual graphs and tables for detailed growth analysis.
E-SAMUEL INDONESIA, PT
Trade stocks in real time
Track stock positions in real time. View detailed charts and receive stock alerts. Store stocks on multiple lists for quick access to price and percentage change. Monitor trades and manage account activities through the .
Robert W. Baird & Co.
Track portfolio value and asset allocation
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
Blossom Social Inc.
Track stocks, ETFs, and dividends
Track stocks, ETFs, and dividends with real-time data. Follow investor portfolios and compare performance. Learn investment strategies through educational content. Set alerts for price changes and market news. Share insights with the community.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.