View financial data and manage budgets
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Access and view secure documents from a advisor. Manage budgets and track spending.
Showing 341–360 of 1,000 ranked alternatives.
Swift Fox Software LLC
Track expenses, set budgets, manage purchases
Log expenses with category selection and real-time tracking. Set budgets and receive alerts for spending limits. View monthly summaries and export data for financial review. Manage multiple accounts and categorize transactions.
Danylo Rudenko
Track expenses and plan budgets
Track income and expenses with categorized entries. Set monthly budgets and receive alerts when limits are approached. Generate reports and view spending trends over time. Sync data across devices.
CV ADVISORS LLC
View portfolios, track investments, stay informed
View and monitor investment portfolios and accounts. Track performance of investments and markets. Receive updates and alerts on financial activities. Securely access account details and market data.
Sanlam Life Insurance Limited
Manage portfolios, view products, and make transactions
View account balances and product details. Manage investments and make transactions. Access contracts, statements, and tax documents. Upload and store important files securely.
Excel Net Solutions Private Limited
Track investments and manage portfolio assets
Track and manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, generate transaction statements, and download complete portfolio reports.
Willow Financial LLC
View portfolio, upload files, communicate with advisor
View investment portfolios and account balances. Upload documents for review. Communicate with advisors via messaging. Access account statements and transaction history. Request portfolio adjustments and file tax documents securely.
YourOwn Inc.
Manage financial data in one secure
Manage financial identity by integrating data from banks, income sources, and investment accounts to track net worth and assets. Share financial data instantly for loans, rentals, or planning. Monitor cash and investments in one secure platform.
Gatewood Wealth Solutions, LLC
Manage finances and track investments
Access financial plans, investment performance, and cash flow data anytime. View detailed reports, track expenses, and set financial goals. Receive alerts for account activity and securely manage investments.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.