Access portfolio and manage investments
View investment portfolios, track asset performance, and manage accounts. Adjust allocations, set reminders, and receive notifications. Sync with desktop software and access detailed reports.
Showing 1–20 of 1,000 ranked alternatives.
Prosper Marketplace, Inc.
Manage portfolio allocations and track investments
Manage investment portfolios by adjusting target allocations with Auto , manually selecting loans, adding funds via one-time or recurring deposits, and viewing details on each Note.
Uptick Partners, LLC
View portfolios in real time
View portfolios in real time with up-to-date holdings and performance data. Access simplified reports and sync held-away accounts. Receive notifications from your advisor. Track recent trades and transactions from anywhere.
Supervest, LLC
Access portfolio and manage account
Access investment portfolio details, manage account settings, and view performance reports. Track assets, adjust allocations, and receive notifications for account updates. Submit support requests and review transaction history.
Beacon Hill Private Wealth LLC
View portfolio values and allocations
View portfolio values and allocations in real time. Track asset distributions and performance metrics. Receive notifications for account activity and market changes. Adjust investment settings and access detailed reports.
The Vanguard Group, Inc.
Invest, track, and manage your portfolio
Access account balances and total assets. Review investment performance and transaction history. View portfolio details and asset allocation. Manage investments by buying or selling funds. Set up recurring contributions and adjust portfolio settings.
Acorns Grow Incorporated
Save, , and track money
Save and money automatically. Set up recurring transfers and track spending habits. View investment portfolios and performance. Receive financial education resources and set savings goals. Lock accounts and manage security settings remotely.
Wilkinson Global Asset Management LLC
Access portfolio data anytime
View portfolio data including asset allocations and performance metrics. Access account balances and transaction history. Receive real-time updates and generate detailed reports. Manage investment holdings and track market trends.
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.
Cornerstone Planning Group, LLC
View portfolio data and financial plan details
View portfolio data and financial plan details in real time. Access account balances, transaction history, and investment performance. Receive updates on financial goals and plan adjustments. Communicate with advisors for personalized guidance.
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.
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
Snowball Analytics
Track investments and manage portfolios
Track investment portfolios with consolidated brokerage accounts. Plan and monitor investments, manage dividends, and analyze performance. View dividend and coupon income via a calendar. Set and track financial goals. Sync data across devices.
Big Roar Ltd
Manage investments and track portfolio performance
Manage investment portfolios by viewing performance metrics, adjusting allocations, and setting withdrawal schedules. Track market trends, receive real-time updates, and generate detailed reports.
Truist Financial Corporation
Check balances, make payments, and move money
Check balances, view transactions, and manage accounts with detailed statements. Set alerts, order checks, and lock cards remotely. Transfer funds, pay bills, and set spending limits.
OLIO FINANCIAL PLANNING, LLC
Track portfolio performance and analyze trends
Monitor investment gains and losses over time. View detailed performance reports. Compare portfolio values across different time frames. Set custom alerts for market changes. Export data in spreadsheet format.
Fi-Tek, LLC
Portfolio data securely
Portfolio data including account balances, performance metrics, and asset allocations. View detailed reports and transaction history. Receive real-time updates and set up account alerts.
OneAscent
Access portfolio data anytime
Access portfolio data in real time. View investment performance, asset allocation, and transaction history. Receive alerts for account changes. Export reports and contact support through the .
The Charles Schwab Corporation
Invest, trade, and track portfolios
Manage investments by buying and selling stocks, options, ETFs, and mutual funds. Track portfolio performance and view account balances. Deposit checks via and transfer funds between accounts.
TipRanks Ltd
Track stocks, manage portfolios, access financial data
Track performance and manage investment portfolios. Access financial news and analyst opinions. View data-driven scores for trends. Receive insights from Wall Street experts. Monitor updates in real time.
Betterment
In portfolios and automatically
In and through automated portfolios and expert guidance. Set financial goals, schedule regular contributions, and track progress. Adjust risk tolerance and access real-time performance reports.
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