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 221–240 of 1,000 ranked alternatives.
DAVID LONG & ASSOCIATES, INC.
Submit winners and view past entries
Clients view past Employee of the Month winners and submit new nominations. Access account data and send winner names through a secure login interface. Manage employee recognition programs and track submissions.
Denys Ievenko
Track , manage tasks, invoice clients
Create and manage tasks and subtasks with color-coded labels and search functionality. Track task completion and spent. Generate invoices and calculate costs. Sync data across devices and operating systems.
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.
MSJ BUREAU DE CHANGE LTD
Fund customer wallets and track transactions
Deposit to customer wallets in real time. Withdraw from customer wallets quickly and securely. Manage wallet through admin requests. Track transactions and monitor balances. Process payments and manage financial operations efficiently.
Sense 6 Software Limited
Attend conferences and network with investors
Attend conferences to connect with investors, fund managers, and industry leaders in sustainable finance. Access sessions on transition finance, climate risk, and ESG innovations. Receive insights from experts and stay updated on regulatory changes.
AL-QASEH COMPANY FOR FINANCIAL SERVICES AND ELECTRONIC PAYMENT
Onboard customers and manage funds
Agents can onboard customers via KYC process and receive commissions. Users can manage funds through a secure wallet. Track real-time transactions and access transparent reporting. Perform fund transfers and monitor account activity.
The Budgeting Company Limited
Track expenses and sync across devices
Track income and daily expenses with customizable categories and adorable icons. Set and adjust budgets for monthly, weekly, or fortnightly periods. Sync across devices to monitor spending and stay updated.
Lutheran Church Extension Fund-Missouri Synod
Check balances, make transfers, pay bills,
Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Pay bills to existing payees, cancel scheduled payments, and view payment history. Deposit checks by photo.
SLM MANAGEMENT CONSULTANTS PRIVATE LIMITED
Initiate SIPs and manage mutual funds
Manage mutual fund transactions with purchase, redemption, and SIP order initiation. Advisors can process payments via shared links. Track investor portfolios and manage multiple asset classes through an AI-powered platform.
The Capital Group Companies Inc.
Check balances and review assets
Check account balances and view investment results. Review up-to-date holdings and recent transactions. Access insights from research analysts. Log in with secure multi-factor authentication. View team contact information.
Macquarie Group Limited
Access research and market insights anywhere.
The app provides on-the-go access to research and insights for institutional clients. It offers secure access, a powerful search tool, and market-leading views.
Pitaya Capital LTD
Explore and expert insights
Access real-time cryptocurrency quotes and financial news. Filter cryptocurrencies based on expert analysis. View rankings of financial experts including analysts and hedge fund managers. Learn about market trends and investment strategies.
Fiserv, Inc
Secure access with PIN or fingerprint
Securely authenticate transactions with one-time passwords and digital signatures. Use fingerprint or PIN for login. Perform safe money transfers and access online features.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.