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 201–220 of 1,000 ranked alternatives.
Ark7 Inc.
Invest in shares with $20 minimum
Invest in shares starting at $20. Buy, sell, and manage property ownership through fractional shares. Track performance, view property details, and receive expert analysis on investment opportunities.
Paragon Advisors, LLC
View portfolio values and contact your
View portfolio values and allocations in real-time. Contact your directly through the . Access account summaries and transaction history. Send secure messages and schedule meetings.
Mobile Innovations LLC
Track expenses, set budgets, pay bills
Track expenses, set budgets, and monitor spending habits. Create repayment plans and receive notifications. Sync data across devices and view detailed financial reports. Manage multiple accounts and set payment reminders.
KFH Capital Investment Company ( K.S.C.C )
Manage investments and track portfolio performance
Manage investments and monitor portfolio performance. View detailed analytics and market trends. Add, remove, or adjust holdings. Set up recurring contributions and track historical performance.
Linear Orbit, Inc.
File issues, track progress, stay updated
Manage issues, projects, and product roadmaps remotely. File and update issues on-the-go. Receive instant notifications about updates. Stay updated on key work streams. Sync with desktop for seamless workflow.
SBICAP SECURITIES LIMITED
Trade and manage investments
Track stock prices and analyze market trends. Place buy and sell orders with real-time data. View portfolio performance and transaction history. Access research reports and expert insights. Set price alerts and manage multiple accounts.
5paisa Capital Limited
Trade stocks, track portfolios, manage investments
Open Demat accounts with a paperless process in under 5 minutes. Place trades with flat brokerage rates. Track portfolio performance and set investment goals. Receive real-time market data and alerts. Manage transactions and view trade history.
Revent Solutions LLC
Expenses, sync accounts, set budgets
Sync bank accounts, credit cards, and investment portfolios in one tap. expenses, set budgets, and receive bill reminders. Cancel subscriptions, monitor net worth, and manage spending without spreadsheets.
Aspire Financial Services LLC
Enroll, adjust, and view your plan
Manage retirement plans by registering and enrolling in company programs. View account balance and investment performance. Track future income projections. Adjust contribution rates and portfolio allocations.
Compound Financial, Inc
Track net worth and manage assets
Track net worth, investments, real estate, and liabilities in real time. Organize financial data into a centralized dashboard. Securely store and tag tax, financial, and estate documents. Automatically update financial information.
Xantos Labs LLC
Invest in portfolios and manage assets
Manage investment portfolios with customizable asset allocation and performance tracking. View real-time market data and historical returns. Set investment goals and receive personalized insights. Adjust portfolio risk level and monitor expenses.
My Salesforce LLC
Manage sales appointments and track progress
Manage sales appointments with by setting reminders, viewing schedules, and tracking customer interactions. Access product information and prepare sales materials. Update appointment statuses and communicate with team members in real time.
New Republic Partners, Inc.
View data and reports
Access data and performance reports for specific time frames, asset classes, and accounts. View detailed account information and track investment performance through a simple interface. Requires authorization as a client of New Republic Partners.
JSC TBC Bank
Manage tasks, schedule meetings, share files
Approve multiple orders using a single digipass code. Switch between accounts within the . Manage user permissions and access levels. View transaction history and audit logs. Receive real-time notifications for order updates.
Portal Integral de Inversiones S.A.U.
Trade stocks, manage portfolios, monitor investments
Manage investments with real-time market data and portfolio tracking. Place trades in Argentine and U.S. stock markets. Access expert investment recommendations. Set up alerts for price changes. View performance reports and transaction history.
FINOZONE FINANCIAL SERVICES IMF PRIVATE LIMITED
Track investments and manage portfolio assets
Manage financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company in India.
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.
FINOWLISH PRIVATE LIMITED
Track investments and manage assets
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.
Pinnacle Wealth Planning Services, Inc
Access financial data and investment plans
View account balances and transaction history. Access investment portfolios and performance reports. Schedule and manage financial goals. Receive alerts for account activity. Contact support for assistance with financial planning.
Clearstead Advisors, LLC
View portfolio, track assets, access account values
View account balances and portfolio details in real time. Track holdings and asset allocation. Monitor performance of individual assets and overall portfolio. Receive alerts for account activity.
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