Access portfolio and manage account
Access investment portfolio details, manage account settings, and view performance reports. Track assets, adjust allocations, and receive notifications for account updates. Submit support requests and review transaction history.
Showing 301–320 of 1,000 ranked alternatives.
ARHAM SHARE PRIVATE LIMITED
Track investments and manage portfolio assets
Manage and monitor funds, equity shares, bonds, fixed deposits, PMS, and insurance. Download complete portfolio reports. View historical performance. Access transaction statements for any period. Log in with Google email.
The Bank of Nova Scotia
Trade stocks, view portfolios, track prices
Track stock prices and market trends. Place and manage trades with real-time data. View portfolio performance and investment history. Set price alerts and access research tools. Receive market news and company updates.
Greenwood Gearhart Inc.
Access portfolio, track performance, review documents
Access portfolio information, view relationship timelines, and store documents securely. Retrieve account details, track investments, and communicate with wealth management advisors through the .
Algo Trading Services Pty Ltd
Access investment data and research now.
The app provides clients access to investment data, including portfolio information, market data, and research. Clients can view valuations, asset allocation, stock quotes, dividend history, charting, news, market summaries, and transaction history.
Beijing Jinweilai Financial Information Service Co., Ltd.
Invest in funds and track your portfolio
Access account balances and transaction history. View investment portfolios and track fund performance. Set up recurring transfers and manage VIP membership benefits. Receive notifications for market updates and customer support via phone.
Fundify Advisors LLC
Invest in startups and build portfolios
Invest in startups automatically through a diversified portfolio of early-stage companies. View investment details, track performance, and manage contributions. Receive updates on fund performance and company progress.
Smart Energy Systems LLC
Manage account information
Manage account with bill payment, usage monitoring, and leak alerts. Track consumption over time. Access account details and compare usage. Explore efficiency programs. Receive notifications for account activity.
Lucia Capital Group, LLC
View account info and reports anytime
Access account valuation and reporting information instantly. View portfolio details and transaction history. Receive updates and notifications about account changes. Manage access settings and contact support directly.
SBICAP SECURITIES LIMITED
Trade and manage investments
Track stock prices and analyze market trends. Place buy and sell orders with real-time data. View portfolio performance and transaction history. Access research reports and expert insights. Set price alerts and manage multiple accounts.
Host-Plus Pty Limited
Check balance, track contributions, view insurance
Check account balance, track contributions, and view insurance details. Access member-specific information and manage account settings. Receive notifications for account updates and transaction alerts.
Aspire Financial Services LLC
Enroll, adjust, and view your plan
Manage retirement plans by registering and enrolling in company programs. View account balance and investment performance. Track future income projections. Adjust contribution rates and portfolio allocations.
Toyota Iraq
Access member benefits and manage your account
Book and review service appointments. Access exclusive loyalty program benefits. Receive video updates on service status. View service history and schedule maintenance reminders. Manage vehicle information and contact support directly.
WIR Bank Genossenschaft
Invest in stocks, bonds, and funds
Manage investment plans, pillar 3a, and vested benefits in one . Set up and monitor investment portfolios. Track performance and receive expert guidance. Make contributions and adjust allocations. View transaction history and account balances.
TrueWealth Advisors LLC
View account valuation and performance
View account valuation, performance, and activity in a secure interface. Access real-time data and transaction history. Set up alerts for account changes. Manage portfolio details and investment settings.
Tomer Shalom
Track assets and liabilities
Track net worth by entering assets like real estate, bank accounts, and stocks, and liabilities such as loans and mortgages. Update portfolio regularly to monitor progress toward financial goals. View progress visuals and asset allocation charts.
First National of Nebraska, Inc
Access funds and control cards securely.
The app allows users to view account balances, review transaction history, and deposit checks remotely. Users can manage their cards, set up alerts, view payments, transfer money, and locate ATMs or branches.
Lysithea Development GmbH
Invest in HEX and manage your portfolio
Create and manage investment portfolios with real-time performance tracking and customizable asset allocation. View detailed market insights and historical data. Schedule and execute trades. Access 1-on-1 support for personalized guidance.
iCapital, LLC
View account info, check balances, contact advisor
View account balances and transaction history. Access portfolio details and performance reports. Send secure messages to your financial advisor. Request account changes or document downloads.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.