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 41–60 of 1,000 ranked alternatives.
bswift
Enroll in benefits and update info
Manage benefits with quick start access for new and regular users. Review and update benefit information, enroll in programs, and access provider details. View health and retirement insights. Retrieve digital ID cards for yourself and dependents.
Milliman, Inc.
Access retirement plan information on the go.
The app provides a secure way to access retirement plan information. Users can view account details, contributions, investments, and rates of return from their mobile device.
Manulife (International) Limited
Manage policies and accounts securely
View insurance and health policy details, check MPF and investment fund holdings. Submit and track claims, manage policy changes like direct debit setup. Access account information and update personal details securely.
Spectrum Pension Consultants, Inc.
Enroll, manage, and track investments
Enroll in retirement plans quickly. Manage investment portfolios and adjust contributions. Request loans or withdrawals. View portfolio returns and transaction history. Access live fund data and prospectus.
Permodalan Nasional Bhd
Invest view and add funds securely
View investment portfolio and account balance. Sign up for a new account. Perform additional investments and invest in other funds. Track recent transactions. Manage investments from mobile or tablet.
Sawhney Systems, Inc.
Plan your finances and track expenses
Plan and analyze personal finances with tools for retirement forecasting, Social Security decisions, and investment strategies. Calculate retirement readiness, compare housing options, and assess IRA conversions.
Fidelity Investments
Manage charitable giving accounts easily.
The app allows users to open a Giving Account, recommend grants, and monitor contributions. Users can view investment selections and set up future grant recommendations.
Excel Net Solutions Private Limited
Track assets and manage investments
Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, download portfolio reports, and access transaction statements. Log in via Google email.
Industrial Alliance Insurance and Financial Services Inc.
Track claims, view benefits, manage savings
Monitor group insurance claims by submitting securely and tracking progress. Send photos of receipts when needed. Check healthcare provider eligibility and use health spending accounts for reimbursements.
USAlliance Federal Credit Union
Check balances, view history, pay bills, deposit
Check account balances and view transaction history. Pay bills and deposit checks by photo. Access free monthly credit score. Manage loans and credit cards. Receive account alerts and security features.
Schwab Retirement Technologies Inc.
Enroll, forecast, monitor, save
Enroll in plans quickly. View income forecasts. Track account balance and investment performance. Adjust paycheck contributions. Choose and rebalance investments. Upload documents via secure photo submission. Access financial learning resources.
REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED
Invest in funds, track your portfolio, manage
Manage investment portfolios with real-time tracking and customizable dashboards. View performance metrics and portfolio composition. Access research-driven investment recommendations. Withdraw funds via integrated online ATM functionality.
Aware Super Pty Ltd
Check balance and transactions
Check balance and view recent contributions and transactions. Set up Touch ID or Face ID for secure login. Update contact details and communications preferences. Check insurance cover and investment options.
OpenDeal Inc.
Invest in startups, real estate, and games
Invest in startups, real estate, and video game projects. Create a free account to access various investment opportunities. Invest directly using a credit card. View investment options and manage your portfolio.
Fountainhead Capital Management, LLC
View holdings, track portfolio, analyze investments, access
View holdings and portfolio values in real-time. Track investment performance and access market news. Securely contact advisors and log in with existing credentials or Touch ID.
VISION LADDER LLP
Manage mutual funds, equity shares, bonds,
Manage investment portfolios with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click. Log in using Google email.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.