OneAscent
OneAscent
Access portfolio data anytime
Access portfolio data in real time. View investment performance, asset allocation, and transaction history. Receive alerts for account changes. Export reports and contact support through the .
Portfolio data securely
Portfolio data including account balances, performance metrics, and asset allocations. View detailed reports and transaction history. Receive real-time updates and set up account alerts.
Showing 21–40 of 1,000 ranked alternatives.
OneAscent
Access portfolio data anytime
Access portfolio data in real time. View investment performance, asset allocation, and transaction history. Receive alerts for account changes. Export reports and contact support through the .
CoinMarketCap, LLC
Track prices and portfolio data
Track cryptocurrency prices and market trends in real time. View coin statistics and news updates. Add preferred cryptocurrencies to a portfolio . Monitor Bitcoin and other coins with live data. Set up alerts for price changes.
Mercury Financial LLC
Pay with personalized amounts
Manage credit card payments with personalized amounts and scheduling options. Split payments into monthly installments. Set up automated monthly payments. View payment history and transaction details. Adjust payment preferences and track balances.
Seeking Alpha Ltd.
Track stock prices and market
Access real-time financial and market . Track stock prices and charts. Set customizable alerts for watched stocks. View earnings reports and transcripts. Manage a portfolio with tracking tools.
HSBC Global Services UK Limited
Check balances, transfer funds, pay bills
Manage accounts with fund tracking, transaction history, and statement access. Monitor international accounts via Global View. Check credit card transactions. Download statements. Open a multi-currency Global Money Account.
Crestwood Advisors Group LLC
View account details and manage portfolios remotely
Access client account information and household details through a mobile interface. View balances, transaction history, and portfolio summaries. Receive updates and notifications about account activity.
Ameriprise
Access accounts and track investments
Track accounts with real-time balance and transaction details. View portfolio performance and investment summaries. Communicate with advisors through in- messaging. Receive account alerts and activity notifications.
Apple Federal Credit Union
Access accounts anytime, anywhere easily.
The app offers account access for personal and business use. Users can check balances, transfer funds, view history, make payments, deposit checks, pay bills, and apply for loans.
Insperity, Inc.
Access accounts, view pay stubs, manage benefits
Access account information including 401k, paycheck details, FSA, and UHC benefits card. View transaction history and manage benefits. Send secure messages and receive notifications.
Optum Inc
Manage health care expenses and pay bills
Manage health care expenses by viewing and updating benefit accounts. Track balances and transaction history. Capture receipts and e-sign dependent care certification. Access account details and manage transactions.
Rise Companies Corp
In real estate and private credit
Manage private real estate investments by allocating funds to properties. Track portfolio performance and cash flow. View detailed investment reports and manage holdings. Access market analysis and investor insights.
Pennsylvania State Employees Credit Union
Move money instantly and securely
Transfer funds between accounts instantly. Initiate external account transfers. Send money to trusted contacts quickly. Check balances and transaction history in real time. Set up alerts for account activity. Lock and unlock accounts remotely.
WEBULL PAY PTE. LTD.
Buy, , and track
Manage cryptocurrency portfolio with support for Bitcoin, Ethereum, USD Coin, Litecoin, Dogecoin, Shiba Inu, and other coins. Buy and using a brokerage account. Set price alerts for market updates. Track portfolio performance and manage trades.
Union Bank and Trust Company
Manage accounts, view transactions, access funds securely
View account balances and transaction history. Manage multiple accounts in one . Receive alerts for account activity. Transfer funds between accounts. Set up custom alerts for specific transactions. Lock and unlock accounts remotely.
Wealthfront, Inc.
Earn interest and withdraw instantly
Manage a cash account with a 3.90% APY, no fees, and a 0.65% bonus for new clients. Withdraw instantly to eligible accounts and use over 19,000 free ATMs. Get two ATM fee reimbursements up to $7.50 each.
SmartPro Financial LLC
View portfolio data and interact with
View portfolio data and financial summaries in a clean interface. Access account details, transaction history, and performance metrics. Communicate with financial advisors and receive updates.
Resource One Credit Union
Monitor accounts and manage transactions
Manage accounts by viewing balances and transaction history. Perform transactions including paying bills, transferring money, depositing checks via Mobile Deposit, and sending money to friends.
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