Showing 241–260 of 1,000 ranked alternatives.
Victory Wealth Management, LLC
Access accounts, track market data, contact advisor
Access financial accounts and view market or portfolio activity in real time. Contact advisors directly. Monitor investment performance and track transaction history. Receive alerts for account changes and market updates.
Cedar Point Capital Partners, LLC
View financial data and reports
View financial data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from a wealth advisor. Manage budgets and track financial progress.
Divvi Wealth Management, LLC
View account details, collaborate, stay connected
View account details, access portfolio information, and track financial goals. Communicate with financial advisors, receive updates on investments, and review performance reports. Set reminders for financial milestones and adjust investment settings.
Pockett Pte. Ltd.
Track income, expenses, and investments
Track income, expenses, budgets, investments, stocks, and crypto in one . Manage accounts and transactions in any currency. View financial data on a customizable dashboard. Analyze spending trends across accounts. Set and monitor budget limits.
Ginmon GmbH
Track expenses, plan budgets, manage investments
Set financial goals like retirement or home purchase. Create personalized plans with investment recommendations. Track progress and adjust strategies. Receive expert guidance on wealth management. Sync accounts for real-time data.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.