Apps Like Data Navigation & Analysis for iPhone and iPad
Browse performance and risk data.
The app allows institutional clients to browse portfolio performance and risk data. It provides an in-depth view of analytics, including performance measurement and risk metrics, with top-bottom drill-down capabilities.
Data Navigation & Analysis screenshots
Ranked alternatives
Showing 421–440 of 1,000 ranked alternatives.
NJ Capital Partner
NJ Capital Private Limited
Apply loans against mutual funds
Loan partners can initiate securities loan applications for clients via multiple methods. Customers access services remotely. View SOA, IVR, RPS, and NOC. Access business and brokerage reports.
PensionBee: Combine 401(k)s
PensionBee Ltd
Roll over pensions and manage IRAs
Manage retirement savings by consolidating and IRAs into a single IRA. Choose between Traditional, Roth, or SEP IRA accounts. Track investments, view portfolio performance, and pay annual fees based on portfolio size.
SGH Wealth Management
SGH Wealth Management, LLC
Monitor investments and financial data securely
Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.
SAM Client App
Stansberry Asset Management, LLC
Check performance, review portfolios, track investments
Check investment performance, review portfolio details, and understand asset allocation. Subscribe to NewsFeed, download reports, view past webinars, and contact Customer Relationship Managers.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.