Access accounts and documents
View newsfeed, attend Zoom calls with , access eMoney client portal, review Black Diamond performance reports, and communicate directly with .
Showing 21–40 of 1,000 ranked alternatives.
Choice Wealth Advisors, LLC
View account info, check balances, contact advisor
View account balances and transaction history. Send secure messages to . Access portfolio details and activity logs. Schedule consultations and receive alerts for account changes.
Edelman Financial Engines, LLC
Track accounts and view progress
View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.
Starburst Labs, Inc.
Manage client data and track firm activities
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
COUNTRYWIDE TAX & TRUST CORPORATION LIMITED
Track assets and update their values
Track and manage assets such as properties, pensions, and investments. Record details, assign values, and categorize assets. Update values regularly and view portfolio totals. Maintain a history of changes for reference.
AIRE Advisors, LLC
View account info, balances, and financial plans
View account balances and asset allocation details. Access financial plans and transaction history. Receive real-time updates and portfolio performance metrics. Manage investments and contact support through in- messaging.
Altruist Corp
Track investments and view performance metrics
View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.
START TECHNOLOGY SOFTWARE LIMITED
Record assets and track ownership
Track and manage financial assets including properties, pensions, investments, bank accounts, and insurance policies. Categorize assets, record account details, assign values, and define ownership.
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.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.