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 21–40 of 1,000 ranked alternatives.
Aspiriant, LLC
View portfolio data anytime, anywhere
Access portfolio data through a clean interface. View investment performance, track asset allocations, and receive real-time market updates. Set up custom alerts and export reports in various formats.
Yahoo Inc.
Track , get alerts, and view real-time
Track portfolio performance and manage crypto assets with a portfolio tool. Follow , ETFs, or crypto for real-time quotes and personalized . Set alerts for market updates and investment insights.
Orion Advisor Services, LLC
View portfolio values and contact advisor
View portfolio values and asset allocations in real time. Contact advisors directly through the . Access account details and transaction history. Receive notifications for portfolio changes.
Lysithea Development GmbH
Invest in HEX and manage your portfolio
Create and manage investment portfolios with real-time performance tracking and customizable asset allocation. View detailed market insights and historical data. Schedule and execute trades. Access 1-on-1 support for personalized guidance.
Morningstar, Inc.
Track investments, analyze portfolios, set goals
Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.
TAMRA CAPITAL COMPANY
In ETFs and manage your portfolio
Manage investments with automated portfolio management and diversification across exchange-traded funds. Set financial goals, track performance, and adjust allocations. Receive market insights and access account statements.
Evelyn Partners Group Limited
Manage investments, view portfolio values, track performance
Manage investment portfolios with real-time value tracking and performance analysis. View asset allocation, benchmarks, and recent transactions. Access documents and download valuation and tax statements. Link and view multiple accounts.
Teachers Insurance and Annuity Association America
Track accounts and manage investments
Manage retirement and brokerage accounts with secure access to account activity, contributions, and asset allocation. Transfer funds between retirement plan accounts and fund new brokerage accounts. Log in using password, Touch ID, or Face ID.
Westlake Services, Llc
Make payments and manage accounts
Manage accounts, make payments, sign up for recurring payments, and access payoff information. View account details and transaction history. Receive notifications for account activity.
Monorail Inc.
In portfolios and track performance
Manage investments with diversified portfolios managed by experts. Choose between Patriot or Global Portfolio. Track performance, adjust allocations, and receive market insights. Set up automatic contributions and view detailed reports.
Voya Services Company
Manage accounts, view balances, and track expenses
View and manage retirement, health savings, and investment accounts alongside checking, savings, and credit cards. Track transactions, set budgets, and receive alerts. Access account statements and transfer funds securely.
Rise Companies Corp
In real estate and private credit
Manage private real estate investments by allocating funds to properties. Track portfolio performance and cash flow. View detailed investment reports and manage holdings. Access market analysis and investor insights.
Valemobi Consultoria Empresarial SA
Track investments and analyze markets
Track stock prices and market trends. View real-time data and historical charts. Set price alerts and receive notifications. Analyze financial news and company reports. Manage investment portfolios and monitor performance.
Ox Road Capital LLC
View portfolio data and manage investments
Access portfolio data in a simple interface. View investment performance, transaction history, and account details. Receive notifications and manage access settings.
Composition Wealth, LLC
View portfolio data securely
Access portfolio data through a simple interface. View investment performance, asset allocation, and account balances. Receive notifications and manage alerts. Contact advisory team for access requests.
INVESTIDOR10 SERVICOS DE INTERNET LTDA
Track investments and manage portfolio
Monitor investments in stocks, real estate funds, BDRs, ETFs, and more. Track portfolio performance with detailed charts and analytics. Set and adjust investment goals. Receive market updates and news. Sync with financial accounts for real-time data.
Dow Jones & Company, Inc., publisher of The Wall Street Journal.
Track market and updates
Access real-time market , including stock prices, index movements, and securities information. Read breaking , videos, and analysis. Receive alerts for market changes. Track financial and investment insights.
NOVA NETWORK, INC.
Connect with artists, share work, find opportunities
Connect with other creatives to build professional networks. Showcase portfolios and projects. Browse and apply for freelance job postings. Receive direct messages and collaboration invites. Track project progress and communicate with clients.
Ainvest Fintech, Inc.
Sync accounts and trade stocks
Track prices and analyze market trends. Screen stocks using AI for investment insights. Execute trades and manage portfolios. Sync accounts for real-time data access. Receive personalized investment recommendations.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.