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 121–140 of 1,000 ranked alternatives.
Koyfin Inc
Track stocks and analyze trends
Track stocks, ETFs, and indices with customizable charts and watchlists. Set stock alerts and access live and historical . View news and analyze portfolio performance with detailed asset tracking tools.
Atlantic Union Bank
View account details and manage investments
View investment accounts with a personalized dashboard showing portfolio activity, asset allocation, gains, and losses. Customize dashboard layouts. Access company details and contact information for financial team.
Musaffa, LLC
Invest in Sharia-compliant assets
Check stock status instantly. Calculate purification amounts for investments. Manage portfolios with AI-driven insights. Set investment goals aligned with Islamic principles. Track performance and receive compliance alerts.
View The Space LLC
Log deals, track pipeline, manage portfolios
Log deals remotely with -time updates. Track deal pipelines and activity feeds. Manage portfolios with analytics. Create dynamic stacking plans. Monitor asset performance and manage leases efficiently.
Kuwait International Bank K.S.C
Manage finances, track expenses, send payments
Manage finances with account overview, transaction history, and balance checks. Transfer funds between accounts, set up recurring payments, and view spending reports. Receive notifications for account activity and card transactions.
Zoho Corporation
Manage transactions and access financial data anytime
Manage invoices, track expenses, and record transactions. View financial reports and manage cash flow. Sync with software and access data from multiple devices. Support GST compliance in India, Australia, and Canada.
REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED
Invest in funds, track your portfolio, manage
Manage investment portfolios with real-time tracking and customizable dashboards. View performance metrics and portfolio composition. Access research-driven investment recommendations. Withdraw funds via integrated online ATM functionality.
Xactware Solutions, Inc.
Build estimates on the go
Create detailed estimates on an iOS device with project management tools. Access building plans and material databases. Sync estimates with desktop and online platforms. View job progress and submit bids directly.
growfinn wealth management private limited
Track investments and manage portfolios
Track investment portfolios with Family and Applicant Portfolio views. Review asset allocation and net worth composition. Check insurance details and scheme exposure. Monitor mutual fund and equity share investments.
Fidelity Investments
Save money, track spending, set goals
Track spending, set savings goals, and automate transfers. Monitor investment portfolios and view transaction history. Parents can send funds and review trades and account activity.
Grifin LLC
Invest in companies you spend
Track spending at partnered businesses and automatically invest $1 in those companies' stocks. Set weekly investment limits and receive weekly performance reports. Manage investments and adjust limits through the .
Running Point Capital Advisors, LLC
Access portfolio and financial data securely
Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.
Jack Xuan
Track expenses, set goals, manage budgets
Track expenses, create budgets, and set financial goals. View spending reports and charts. Monitor progress toward savings targets. Manage multiple accounts and categorize transactions. Receive alerts for budget limits. Sync data across devices.
Fountainhead Capital Management, LLC
View holdings, track portfolio, analyze investments, access
View holdings and portfolio values in real-time. Track investment performance and access market news. Securely contact advisors and log in with existing credentials or Touch ID.
Baraka Technology Holding Ltd
Trade , , and crypto assets
Invest in US and , including TSLA, AMZN, AAPL, and NVDA. Trade crypto and Shariah-screened, halal . Set up accounts, place trades, and monitor portfolios. Access real-time market data and track investment performance.
Zhejiang flush fund sales Co. Ltd.
Invest in funds and track your portfolio
Manage investments with fund selection, performance tracking, and asset monitoring. Set investment goals and access smart recommendation tools. View real-time fund prices and historical returns. Track daily profits and manage portfolios.
Menthum Holding for Financial Investments SAE
Save, invest, and grow your money
Track expenses, set savings goals, and monitor progress. View budget breakdowns and income statements. Schedule automatic transfers and receive spending alerts. Access investment portfolios and adjust allocations.
Robert W. Baird & Co.
Track portfolio value and asset allocation
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
Realbyte Inc.
Manage accounts, set budgets, track expenses
Track expenses with customizable categories and budgets. View spending trends through graphs and detailed statistics. Set and adjust financial goals. Sync accounts and receive alerts for transactions. Export reports in multiple formats.
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