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 401–420 of 1,000 ranked alternatives.
THE RETIREMENT PLANNING GROUP, INC.
Review performance, track income, upload documents, link
Review investment performance and account values. View income, distributions, and net worth summaries. Upload and download documents from a secure vault. Link external accounts for consolidated financial data.
SSTECHSOLUTION
Track expenses and manage budgets
Track and expenses with categorized entries. Set budgets and receive alerts when limits are approached. Generate reports and view spending trends over time. Sync data across devices and share reports via email.
MD Wealth Management, LLC
Access accounts, view reports, manage investments
Access account balances and transaction history. View investment performance and portfolio details. Schedule and manage meetings. Receive notifications and update contact information. Submit documents and track application status.
SuperMoney LLC
Track expenses, automate savings, manage budgets
Automate savings and bill payments. Set financial goals and track progress. View income and expense breakdowns. Receive suggestions and spending alerts. Manage multiple accounts and transfer funds. Lock accounts and view transaction history.
Livekeeping Technologies Private Limited
View financial data anytime
View business financial data in real time with a comprehensive dashboard showing sales, purchases, and outstanding customer balances. Track expenses, manage invoices, and generate reports.
Fiduciary Trust Company International
Manage accounts and view balances
View account balances, holdings, and recent activity. Securely share files with the Team via a digital vault. Access account information anytime on mobile devices.
Enup Games Corporation
Track stock trends and analyze valuations
Track stock performance with real-time data on market indices, treasuries, and cryptocurrencies. Manage a watchlist for potential investments. Access latest financial news. View detailed company information and analysis.
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.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.