Professional fund management and wealth platform.
The app is a fund management company with a comprehensive range of products and services. It offers features like smart money market funds, a stable wealth management section, personalized investment plans, and investment news.
Showing 741–760 of 1,000 ranked alternatives.
Alliance Wealth Advisors, LLC
Monitor balances, view accounts, share documents, link
Monitor personal balance sheet and view investment accounts managed by . Store, share, and send documents with advisors. Link external accounts using an account aggregation tool.
RongTong Fund Management Co., Ltd.
Fixed investment made smarter and easier.
The app focuses on fixed investment with a "Ding Tou Bao" product. It offers smart investment strategies and guidance for users to manage their investment plans.
Ameriserv Financial, INC.
Access funds securely anytime
Access account balances and transactions. View investment performance and contribution history. Make deposits and adjust payroll deductions. Set up direct deposits and receive account alerts.
TRUNEEVESH LLP
Track investments, view portfolios, manage funds
Track mutual funds, NPS, PMS, bonds, SGBs, fixed deposits, IPOs, LAS, and custom assets like real estate or PPF. View portfolio performance, set investment goals, and receive alerts for market changes.
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.
NDTV Convergence Private Limited
Invest smarter make money growth wealth
The app provides live coverage and analysis from financial markets. It offers access to corporate India insights, news, research reports, and podcasts to help users profit.
Traderware Inc.
Connect with traders and share strategies
Connect with traders based on shared interests and trading styles. Analyze social and investment behavior to assess credibility. Share trading strategies and educational content. Participate in discussions and track portfolio performance.
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.
Invest-AZ Investisiya Sirketi, QSC
Invest in global financial markets easily.
The app provides access to global financial markets, allowing users to trade stocks, bonds, currencies, commodities, indices, and CFDs. It facilitates account management, transaction tracking, and access to company services.
DHANANJAY KALE (IN)
Track portfolio and manage
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 with one click.
Wealth Works Co., Ltd.
Financial learning and tools for women.
The app provides easy-to-understand financial courses and practical tools for women. It aims to help users save money, earn money, grow wealth, and improve their quality of life.
Joh. Berenberg Gossler & Co. KG
Monitor assets, manage investments, track performance
Track investment performance across time frames and analyze asset distribution by class, region, or currency. View portfolio details, set alerts, and manage digital assets securely from a mobile device.
MASTERLINK SECURITIES CORP.
Master the markets on the go.
The app offers comprehensive market data for stocks, futures, and forex. It provides real-time account information and historical profit and loss data.
Legacy Wealth Management Group, Inc
View accounts, track performance, access data
View portfolio performance data across all financial accounts in one place. Track daily and historical performance metrics. Access detailed account information and performance reports. Stay informed on investment activity and market trends.
Y S CAPITAL
Track investments and manage portfolio assets
Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, download complete portfolio reports, and access transaction statements. Log in via Google email.
AUTUS WEALTH PRIVATE LIMITED
Track investments and download portfolio reports
Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, download complete portfolio reports, and access transaction statements. Log in via Google email.
Finalyca Technologies Private Ltd
Invest in PMS, MF, and AIFs
Manage investment portfolios with analytics, fund comparison, and portfolio X-ray tools. Track performance across PMS, MF, ULIPS, and AIFs. Set personalized alerts and access real-time data from 300+ AMCs.
Baynon Properties, LLC
Monitor stock and mutual fund portfolios.
The app monitors stock and mutual fund portfolios using delayed real-time prices. It displays the average price paid for each position and provides gain/loss summaries per portfolio and position.
VIkatan Wealth Private Limited
Track investments and manage assets
Manage financial assets with funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company.
Tiller Private Wealth, Inc.
Share secure documents and investment reports
View investment reports and securely share documents with advisors. Access detailed performance data and track portfolio changes. Receive updates on account activity and manage document access permissions.
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