Track investments and view account details
Access investment overview and account details. View retirement plans and investment holdings. Track market performance and receive updates on account changes. Manage insurance policies and review coverage options.
Showing 21–40 of 1,000 ranked alternatives.
Jon Jones
Calculate investment returns and track growth
Calculate potential investment returns by inputting principal, interest rate, and time. Adjust for frequency and withdrawal amounts. View detailed growth projections and historical return data over time.
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.
AppFolio
Track investments, view reports, submit interest
Track investment performance with detailed metrics. View and sign key documents and reports. Receive real-time project updates. Submit interest in new investment opportunities.
Credit Union of America
View balances, track transactions
View current balances and transactions. Transfer funds between eligible accounts. Pay bills and deposit checks via camera. Manage debit card settings. Receive account and transaction alerts. Locate branches and ATMs.
PB Fintech Limited
Invest in health insurance to save tax
Compare insurance policies, calculate tax savings from health insurance purchases, and invest in ULIP or term insurance plans to reduce income tax. View tax-saving benefits, compare plans, and make informed investment decisions.
KAMALDHOOT INVESTMENTS PRIVATE LIMITED
Track and manage portfolio assets
Track investment performance with historical data and portfolio reports. View transaction statements for any period. Download statements and account details in one click. Log in using Google email.
Sun Life Assurance Company of Canada
Manage benefits, insurance, and investments.
The app provides an all-in-one digital hub for managing benefits, insurance, and investments. Users can track savings, submit claims, check investment performance, and access health services.
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.
StanCorp Financial Group, Inc.
Track savings, view transactions, adjust contributions, review
Track savings with balance checks and goal progress. Adjust contributions and review investments. View transactions, account statements, and performance data. Access planning tools including calculators, videos, and articles.
XCHIEF INFORMATION TECHNOLOGY L.L.C
Trade with regulated brokers worldwide
Manage investment accounts with real-time market data and trade execution. Open and monitor PAMM accounts to invest in managed funds. Copy trades from experienced traders to replicate their strategies.
NMMT Limited
Track super, pension, and investments securely
Manage super, pension, and investment accounts in one place. Log in securely with password, PIN, or biometric authentication. View account balances, transaction history, and insurance coverage. Track investment performance and holdings.
Ameriprise
Access accounts and track investments
Track accounts with real-time balance and transaction details. View portfolio performance and investment summaries. Communicate with advisors through in- messaging. Receive account alerts and activity notifications.
T-Mobile USA, Inc.
Track expenses, manage accounts, pay bills
Manage finances with account access, transaction history, and balance checks. Transfer funds, pay bills, and set spending alerts. Link accounts and view budget insights. Receive notifications and access customer support.
Equityzen, Inc.
Invest in or sell pre-IPO shares
Invest in or sell shares of Pre-IPO companies. View investment opportunities, research company profiles, and manage portfolio holdings. Set up alerts for new offerings and track investment performance over time.
Grow Financial Federal Credit Union
Bank anytime, anywhere with fingertip ease.
The app provides 24/7 access to account information for banking transactions. Users can customize their view, set savings goals, and track progress with personal money management tools.
Goldman Sachs
View portfolio, contact team, track insights
View portfolio details including market value, investment performance, and recent activity. Access account balances and transaction history. Contact the financial team directly. Receive market insights and updates.
Transamerica Retirement Solutions, LLC
Manage retirement account anytime, anywhere.
The app provides on-the-go access to a Transamerica retirement account. Users can view account balances, investment performance, and adjust savings and investment strategies for retirement.
Massachusetts Mutual Life Insurance Company
View policy details and manage payments
View policy details, including statements and premium information. Manage beneficiary data and update account settings. Track payments and review balances. Access policy documents and make adjustments remotely.
Schwab Retirement Technologies Inc.
Manage your account remotely
Manage account with enrollment, balance checks, and investment tracking. Forecast retirement income and adjust contributions. Submit documents via secure uploads. Choose investments and rebalance.
National Financial Services LLC
Access real-time market data and trade securely
Access client portfolios, view market data, and manage trades. Track performance metrics, send secure messages, and schedule client meetings. Integrate with Wealthscape platform for secure brokerage operations.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.