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 241–260 of 1,000 ranked alternatives.
Range Finance, Inc.
Track accounts, investments, and goals
Track income, expenses, and net worth across all accounts. Set financial goals and monitor progress. Use AI to analyze spending patterns and suggest budget adjustments. Automate savings and investment contributions.
START TECHNOLOGY SOFTWARE LIMITED
Record assets and track ownership
Track and manage financial assets including properties, pensions, investments, bank accounts, and insurance policies. Categorize assets, record account details, assign values, and define ownership.
AfterHour Inc.
Track market trends and invest wisely
Track investment portfolios, set alerts, and customize watchlists. View real-time market data and AI-driven insights. Access portfolio performance metrics and historical trends. Receive notifications for market changes and portfolio updates.
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.
FS Insight LLC
Invest in insights and analyze trends
Access financial research reports on macroeconomic trends, portfolio allocation, technical analysis, and earnings. Track Fed policy updates and market developments. Analyze quantitative strategies and investment insights from expert analysts.
Africa Prudential PLC
Invest in stocks, bonds, and funds
Track and manage investments across multiple asset classes. View portfolio performance and rebalance holdings. Set investment goals and receive market insights. Schedule regular contributions and monitor expenses.
MARGEX TRADING SOLUTIONS LTD
Trade with real-time data and charts
Track cryptocurrency prices in real-time. Set price alerts for specific assets. View detailed market data and charts. Monitor trading history and performance. Manage multiple accounts and portfolios.
MERKEZI KAYIT KURULUSU A S
Monitor investments, track securities, report corporate actions
Monitor investment accounts across banks and intermediary institutions. View securities' activities and apply blockages on portfolio holdings. Track corporate action events and receive transaction notifications.
Atruvia AG
Manage accounts, send payments, track expenses
View all accounts in one place. Send money instantly to contacts via Wero. Access statements and messages through the Postfach. Monitor investment portfolios and market data in the Brokerage section.
BIDV SERCURITIES CO.,LTD
Trade stocks and derivatives instantly
Manage investment portfolios with intuitive tools. Place orders instantly for stocks and derivatives. Access expert-curated stock recommendations. Track stock performance in real time. Receive transaction confirmations and portfolio updates.
Martian Technologies LLC
Trade and manage your portfolio
Track prices and market trends in real time. Place buy and sell orders with price alerts. View portfolio performance and transaction history. Access news and expert analysis for informed decisions. Set price notifications and manage multiple wallets.
Scripbox Wealth Managers Private Limited
Invest in funds and SIPs
Invest in funds and set up systematic investment plans. Access personalised portfolio recommendations based on risk profile and financial goals. Monitor performance and track investments. Adjust SIPs and view detailed investment history.
Moe Salih
Track investments and monitor portfolio value
Track portfolio value with real-time stock and cryptocurrency prices. Add stocks to a watchlist for monitoring. View daily price changes and overall portfolio performance. Adjust holdings and receive market updates.
BANCONUS FINSERV PRIVATE LIMITED
Manage mutual funds, equity shares, bonds,
Track investment performance with historical data and portfolio reports. View transaction statements for any period. Download one-click account statements for Indian asset management companies.
Morgan Stanley
Track portfolio, view events, sell shares
View employee share plan portfolio with detailed holdings and transaction history. Track upcoming and past events. Sell or transfer shares and exercise options. Manage share plan details and access account information securely.
Mandiri Sekuritas, PT
In stocks and manage your portfolio
In stocks, mutual funds, and bonds. Place trades, view portfolio performance, and track market trends. Set investment goals and receive real-time updates. Manage accounts and access research tools.
Merrill Lynch
Manage accounts and check balances
Manage accounts by checking balances, detailed holdings, and transaction history. Update investment contributions and request loans or withdrawals. View interactive account summaries and graphics. Access financial information and documents securely.
Purescope Pty Ltd
Track stocks and manage your
Track and analyze multiple portfolios with multi-currency support. View Profit & Loss statements and customizable charts. Set up and manage investments. Receive real-time stock data. Sync with Apple Watch for on-the-go monitoring.
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