View portfolio data securely
Access portfolio data and manage investments through a secure web interface. View account balances, transaction history, and performance metrics. Receive real-time updates and communicate with financial advisors for account inquiries.
Showing 1–20 of 1,000 ranked alternatives.
First Oak Wealth Management LLC
Access portfolio data securely
Access portfolio data and manage investments through a simple interface. View account balances, transaction history, and performance metrics. Receive real-time updates and alerts. Communicate with advisors and request support directly.
Composition Wealth, LLC
View portfolio data securely
Access portfolio data through a simple interface. View investment performance, asset allocation, and account balances. Receive notifications and manage alerts. Contact advisory team for access requests.
UBS AG
Manage accounts, track spending, set budgets
Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.
Fi-Tek, LLC
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.
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.
Family Wealth Solutions, LLC
View portfolio data and reports
Access portfolio data and view reports and statements. Communicate with the Team. Navigate a simple and elegant interface for financial insights and updates.
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.
Greenwood Gearhart Inc.
Access portfolio, track performance, review documents
Access portfolio information, view relationship timelines, and store documents securely. Retrieve account details, track investments, and communicate with wealth management advisors through the .
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.