Access global ultra high net worth intelligence.
The app provides access to global intelligence on Ultra High Net Worth Individuals. Users can search the database, view dossiers, and download PDFs.
Showing 1–20 of 1,000 ranked alternatives.
HOXTON CAPITAL MANAGEMENT FZE
Track net worth in real time
Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.
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.
SYSTEM DATA SOFTWARE SRL
Mobile software for roadside assistance needs.
The app provides mobile software for roadside assistance. It allows users to create new dossiers, input intervention data, estimate vehicle damages, and generate fiscal documents.
Nimble, Inc.
Manage contacts and track relationships
Manage contacts from address books, emails, and calendars. Merge data with database for unified relationship management. Track prospecting, qualifying, and meeting activities. Log follow-ups and project progress.
Alight Solutions, LLC
Access benefits, track payroll, view health details
Access employer benefits including health, retirement, and payroll details. Find doctors or urgent care clinics. Enroll in benefits and review medical plans and spending. View payroll information and benefit summaries.
MD Wealth Management, LLC
Access accounts, view reports, manage investments
Access account balances and transaction history. View investment performance and portfolio details. Schedule and manage meetings. Receive notifications and update contact information. Submit documents and track application status.
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.
Blue Plum Software Inc, The
Track and manage assets and net worth.
The app allows users to track and manage assets and net worth with custom categories, tags, and locations. It supports foreign currencies and provides multiple charts for financial progress analysis and reporting.
ENZI WEALTH LLC
View account info, check balances, contact advisor
View account details and balances. Contact advisor directly. Access real-time account updates and transaction history. Send secure messages for support. Manage account inquiries and feedback.
JVL Associates, LLC
Access client portal and manage accounts
Access client portal for account information, transaction history, and performance reports. View portfolio details, send secure messages, and schedule meetings with advisors. Download documents and set up alerts for account changes.
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