Access fund data and manage operations.
The app provides clients with online access to fund data, query and analytics tools, and real-time document access. It offers interactive charts and graphs, plus access to GoWire transactions for status viewing and signatory authorizations.
Showing 1–20 of 1,000 ranked alternatives.
DotLoop, LLC.
Access transactions on any device
Manage real estate transactions with form creation, e-signature, and document tracking. Access transactions, manage workflows, and use analytics tools. Collaborate with agents, brokers, and clients in real-time.
Banco Popular de Puerto Rico
Manage accounts 24/7 from device.
The app provides 24/7 access to account balances and transactions. Users can add payees, pay bills, make transfers, deposit checks, and withdraw cash.
Merrill Lynch
Manage accounts and investments conveniently anytime.
The app allows users to manage their accounts and investments, view market data, deposit checks, transfer money, and pay bills. It also provides educational resources for investing and planning for life events.
Bank of Queensland Limited
Access accounts and view balances securely
Manage accounts securely with balance checks, transfers, and PIN or biometric login. View all signatory accounts. Access balances without logging in. Transfer funds between accounts. Set up future transactions.
Alight Solutions, LLC
Manage health account balances and details
Manage healthcare benefit accounts with real-time balance and transaction tracking. Fund HSAs from checking or savings accounts. View email alerts and contact administrators via email or phone.
Taza Technology, LLC
Track TSP prices and view fund history
View TSP share price data with interactive charts that update automatically. Explore historical price data for any fund. Access reference fund information through an organized, customizable interface.
ETRADE FINANCIAL
Invest, trade, and manage your portfolio
Invest in stocks, ETFs, and options with no commissions. Trade mutual funds and select from curated portfolios. Access real-time quotes, charts, and research. Manage accounts, transfer funds, and view transaction history.
UNIVERSITY CREDIT UNION (INC)
Access accounts, view balances, manage transactions
Check account balances anytime. View pending transactions and transaction history. Create, approve, cancel, or view fund transfers. Send and receive secure messages.
Fort McClellan Credit Union
Check balances, review transactions, transfer funds
Check account balances and review recent transactions. Transfer funds between accounts. Access secure financial information anytime, anywhere. Requires enrollment in Virtual Branch for full functionality.
International Business Machines Corp.
Secure access to corporate data.
The app provides secure access to corporate data and resources for iOS devices. It offers comprehensive device security and visibility through analytics and business intelligence.
INNOVO LLC
Real-time business data reporting and graphing.
The app offers real-time access and graphing of business summary and general ledger data. Users can create and save graphs of sales sources, product types, and chart of accounts, while drilling into sales details.
S&P Global Market Intelligence LLC
Access real-time data and market news
Access company financials, market data, and news. View filings and key metrics. Search for stocks and analyze financial reports. Set alerts for market changes. Sync with desktop for comprehensive data access.
Excel Net Solutions Private Limited
Track mutual fund schemes and facts
View mutual fund scheme details including fund objective, features, return performance, holdings, and NAV graphs. Compare schemes by return performance. Access financial calculators. Check portfolio performance and holdings.
Finalyca Technologies Private Ltd
Invest in PMS, MF, and AIFs
Manage investment portfolios with analytics, fund comparison, and portfolio X-ray tools. Track performance across PMS, MF, ULIPS, and AIFs. Set personalized alerts and access real-time data from 300+ AMCs.
DerivLab Limited
Track prices and exchange data
View real-time cryptocurrency market data including price charts and trading volumes. Track top exchanges like Binance and OKX. Monitor liquidations, open interest, and longs vs shorts ratio. Compare funding rates for futures.
Mission Financial Partners, LLC
Fund purchases, plant trees, save sustainably
Manage checking and savings accounts with features for spending, saving, and investing. Fund tree planting with purchases. Avoid supporting fossil fuel activities. Access unlimited ATM withdrawals at over 55,000 locations. Earn up to 3.25% APY.
NueSynergy, Inc
Manage benefit accounts from mobile
The app provides a single access point for participants to manage consumer driven healthcare and other tax-favored benefit accounts. Users can view account balances, transaction details, and fund their HSA account from a checking or savings account.
Credit Human Federal Credit Union
Manage accounts, pay bills, transfer funds.
The app provides a dashboard to manage Credit Human accounts, view funds, savings goals, and payments. Users can review transactions, schedule bill payments, and transfer funds between connected accounts.
National Benefit Services, LLC
View transactions, upload documents, and receive alerts
View recent transactions and account balances. Upload claim documents and photos. Access email and SMS alerts. Contact administrator via email or phone. Use same login credentials as WealthCare Portal. Support stronger authentication methods.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.