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 101–120 of 1,000 ranked alternatives.
THE MONEY MART
Track assets and download portfolio reports
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.
Excel Net Solutions Private Limited
Track assets and manage investments
Track and manage mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download transaction statements, and generate complete portfolio reports.
Excel Net Solutions Private Limited
Track assets and manage investments
Manage financial investments with access to mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View complete portfolio reports, historical performance, and transaction statements. Download data and log in via Google email.
The Charles Schwab Corporation
Manage client accounts from anywhere easily.
The app allows independent investment advisors to manage client accounts remotely. Advisors can access account balances, positions, and history, and deposit checks using mobile deposit.
SGH Wealth Management, LLC
Monitor investments and financial data securely
Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.
Finstudioz Technologies Private Limited
Invest in mutual funds and manage portfolios
Invest in mutual funds with personalized recommendations based on financial goals. View and manage motor, health, and life insurance policies. Track investments and update personal details within the .
PREVINET SERVIZI PER LA PREVIDENZA SPA
View , track investments, manage account
Access real-time and retirement plan details. View investment performance and fund allocations. Update personal information and manage account settings. Retrieve detailed transaction history and performance reports.
Fine Advice Private Limited
Track investments and manage portfolio assets
Manage and track investment portfolios with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View historical performance reports and download complete portfolio details. Access transaction statements for any period.
Bonanza Portfolio Limited
Track portfolio, view reports, manage investments
Track and manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance history and generate complete portfolio reports.
Oasis Outsourcing II Inc
Access payroll, HR, and benefits info anytime
Access payroll information including current and past check stubs. Request time off and manage benefits enrollment. View and update W-2 and W-4 forms. Access human resources data and submit time-off requests.
Moola Copilot LLC
Trade stocks, ETFs, and index funds
Buy and sell stocks, ETFs, and S&P 500 Index Funds. Manage personal and retirement accounts. Use AI-driven tools for investment decisions. No trading fees or hidden charges. Earn interest on cash balances. Accounts are FDIC insured up to $1 million.
ASTER ASSETS LLP
Track and download portfolio reports
Manage investment portfolios with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View historical performance reports. Download complete portfolio data. Access transaction statements for any period. Log in using Google email.
Client First Finserv Private Limited
Invest in assets and manage portfolios
Manage investment portfolios with real-time performance tracking and portfolio analysis. Schedule and execute transactions. Access detailed market research and financial reports. Set up alerts for market changes and account activity.
Buena Capital Advisors, LLC
Build and manage long-term portfolios
Manage long-term investments with access to traditional and alternative assets including private equity, venture capital, private credit, and real estate. View portfolio performance, adjust allocations, and track investment timelines.
Evelyn Partners Group Limited
Manage investments, view portfolio values, track performance
Manage investment portfolios with real-time value tracking and performance analysis. View asset allocation, benchmarks, and recent transactions. Access documents and download valuation and tax statements. Link and view multiple accounts.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.