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 161–180 of 1,000 ranked alternatives.
Banco BTG Pactual S.A.
Track transactions and view investments
View investment portfolios and account balances. Track transactions and account activities. Access personalized reports and educational content. Consolidate multiple accounts. Perform transfers and monitor investment positions.
DP TRADE KING PRIVATE LIMITED
Track portfolio, manage assets, view reports
Manage and monitor investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. Download complete portfolio reports, view historical performance, and access transaction statements.
Ainvest Fintech, Inc.
Sync accounts and trade stocks
Sync accounts to manage portfolios. Analyze trades and evaluate performance. Receive AI-driven insights for investment decisions. Execute trades and monitor market trends in real time. Set and track financial goals with personalized recommendations.
UOB ASSET MANAGEMENT (THAILAND) COMPANY LIMITED
Review portfolios, access funds, transact investments
View and manage investment portfolios with real-time updates. Receive personalized portfolio recommendations based on risk tolerance. Execute transactions, track investments, and access fund details.
StockSpy Apps Inc.
Track stocks, sync data across devices, manage
Track stock prices and company financials. View data and historical trends. Set price alerts and receive notifications. Sync data across devices and access detailed reports. Manage portfolios and analyze market performance.
Excel Net Solutions Private Limited
Track investments and manage portfolio
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.
Atlantic Union Bank
Track investments and view holdings
View investment holdings, asset allocations, and transaction history. Access a dashboard showing account balances, market value, and investment breakdowns. Track performance with visual charts and graphs.
Banco Safra SA
Invest in portfolios and manage your assets
Access investment portfolios with curated options in fixed income, variable income, and investment funds. Receive specialized support to build your investment portfolio based on your life stage.
PREMIER PATH WEALTH PARTNERS, LLC
View portfolio data and track investments
View portfolio data and financial information through an intuitive interface. Monitor account balances, holdings, and investment performance. Track account activity and interact with the team for support.
QUIN Technologies GmbH
Track assets, monitor net worth, manage investments
Track investment portfolios with real-time updates and net worth aggregation. Add assets like stocks, ETFs, real estate, and collectibles. Visualize holdings in a single dashboard. Monitor net worth 24/7.
DeGiro B.V.
Invest in stocks, bonds, and funds
Manage investments with customizable portfolios, track performance, and access market data. Set up automatic contributions and adjust risk levels. Monitor expenses and generate reports. Withdraw funds and view transaction history.
Jadwa Investment
Manage investments and track performance
Manage investments with access to Shariah-compliant asset classes across global markets. View portfolio details, including managed investments and brokerage balances. Set up subscriptions and monitor performance metrics.
Elwynn Technologies LLC
Follow portfolios, track trades, read theses, access
Follow real portfolios to view positions, cost basis, and weights. Join chat groups to discuss trades and ask questions. Read investment theses and access AI-generated company insights.
Ediciones e Impresos S.A.
Track investments and business news
Access real-time financial data including stock indices, currencies, and commodities. Track Chilean and international market performance. View detailed company listings from Santiago Stock Exchange. Monitor investment portfolios and economic news.
SageSpring Wealth Partners, LLC
View portfolio, download reports, connect with advisor
View financial portfolio details, download performance reports, and connect with an advisor. Track account balances, investment summaries, and receive real-time market updates. Send secure messages and schedule consultations.
Goldman Sachs
View portfolio, contact team, track insights
View portfolio details including market value, investment performance, and recent activity. Access account balances and transaction history. Contact the financial team directly. Receive market insights and updates.
DaySmart Software, LLC
Software remotely from mobile
Software remotely from a mobile device. View appointments, manage schedules, track inventory, and update client information. Sync data in real time with the desktop application.
S&P Global Market Intelligence LLC
Access real-time data and market news
Access company financials, market data, and news. View filings and key metrics. Search for stocks and analyze financial reports. Set alerts for market changes. Sync with desktop for comprehensive data access.
Creative Think
Brainstorm ideas with cards
Stimulates thinking with 100 interactive strategies. Users can access cards, apply techniques, and track ideas. Features include brainstorming prompts, idea generation tools, and progress tracking. Syncs across devices and allows note-taking.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.