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 421–440 of 1,000 ranked alternatives.
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Invest in funds with real-time data
Track mutual fund performance and compare fund options. Set investment goals and receive personalized portfolio recommendations. Monitor risk-adjusted returns and adjust allocations based on market data.
Nirav Zalavadiya
Calculate loans, track investments, plan budgets
Calculate loan payments and mortgage amounts. Determine car loan installments. Analyze business expenses and retirement savings. Perform investment calculations and track goals with customizable formulas and detailed reports.
Bank of Montreal
View accounts, track holdings, manage portfolios
View investment holdings and account details through Portfolio View. Set up custom watchlists to track stocks and market trends. Access accounts using Face ID or Touch ID for secure authentication.
Banco Prival, S.A.
Review account and portfolio movements
Review account balances and transaction history. View investment portfolio movements and account details. Transfer funds between accounts or to third parties. Use Face ID or fingerprint for login. Remember username for future access.
ASSURED ADVANTAGE ADVISORY SERVICES (OPC) PRIVATE LIMITED
Manage investments and generate reports
Track investment portfolios with real-time market data and generate systematic reports. Monitor fund performance and set up alerts. Conduct self-research and manage mutual fund investments remotely.
Aim with Aimee LLC
Plan, analyze, and investments
Access real-time market analysis and research through an AI assistant. Generate investment insights and execute trades directly within the . Track portfolio performance and set customizable investment goals.
Tari Labs, LLC
Track mining rewards and send XTM tokens
Track real-time mining rewards and manage (XTM) tokens. Send and receive XTM securely. View portfolio balances and transaction history. Sync with desktop mining software for seamless reward tracking. No setup required for self-custody .
Wealth India Financial Services India Private Limited
Invest in and manage your portfolio
Invest in , index , and tax-saving options through SIPs. Track portfolio performance and view investment history. Set financial goals and receive expert guidance. Compare fund details and manage investments online.
worldflow LLP
Track investments and manage portfolios
View real-time stock prices and market data. Place trades and manage portfolios. Access research reports and analyst insights. Set price alerts and track investment performance. Monitor market trends and news updates.
Tata Asset Management Limited.
Investments, learn, and invest
Investments with real-time portfolio updates and detailed performance analytics. Set and monitor financial goals using a personalized planning tool. Access educational resources and market insights for informed decision-making.
SBI Funds Management Limited
Manage mutual fund accounts and client connections
Manage Mutual Fund accounts with transaction tracking and business operations. View client portfolios, process investments, and monitor fund performance. Receive real-time updates and access detailed reports.
FINOMIS INVESTMART LLP
Invest in funds, track portfolios, get advice
Track investments in mutual funds, equities, and commodities. Place online trades and manage SIPs. Access research reports and monitor portfolio performance. Receive digital financial advice and adjust allocations scientifically.
Griggs Mutual Holdings, LLC
Track credit scores, budget, save
Track credit scores from major bureaus. Set savings goals and monitor spending. Manage investment portfolios in one dashboard. Calculate home buying and renting expenses with advanced tools.
Index Fund Advisors, Inc
Connect with and track your investments
Connect with Wealth via phone, email, or Facetime for personalized financial guidance. Read and share evidence-based investing articles. Watch educational interviews and documentaries on investment topics.
Warren Street Wealth Advisors, LLC
View performance, track holdings, access statements
View investment performance, holdings, and statements. Access account details securely. Set up alerts for transactions. Receive regular performance updates. Manage investment portfolios remotely.
ORYX AI INFORMATION TECHNOLOGY - FZCO
Track assets, manage investments, and grow wealth
Track investments with real-time market data and detailed insights on stocks and ETFs. Monitor portfolio performance through customizable charts and analytics. Set alerts for price changes and manage assets across multiple accounts.
Power Factors LLC
Track KPIs and asset data on
Monitor asset performance with real-time KPIs including Generation, Performance Index, and Energy Index. Track asset states and generation data across sites. Navigate between locations and view recent alerts.
Shanta Securities Limited
Trade stocks, manage portfolios, track real-time data
Track stock prices in real-time for DSE and CSE. Manage investment portfolios, create and customize watchlists. Execute trades and monitor transaction history. Set price alerts and view market news. Secure login with two-factor authentication.
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