Read, learn, and invest in books
Read e-books on personal finance, business management, and investment instruments. Access study materials for financial exams like CISA, CFP, and Derivative License. Track investment portfolios and manage personal financial planning.
Showing 741–760 of 1,000 ranked alternatives.
Blue Water Apps, LLC
Calculate IRR, NPV, and growth rates
Create cases using cash basis financial models. Input revenue, expense, loan, and tax assumptions. Calculate IRR, NPV, growth rates, and required investment. 5-year plan with detailed charts. Export results as a Word document for email sharing.
Ox Road Capital LLC
View portfolio data and manage investments
Access portfolio data in a simple interface. View investment performance, transaction history, and account details. Receive notifications and manage access settings.
Bay Point Advisors LLC
Track investments and view account details
View account statements and track investment progress. Access personal documents and manage account details. Receive notifications for account updates and transaction alerts.
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.
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.
Aspire Financial Services LLC
Enroll, adjust, and view your plan
Manage retirement plans by registering and enrolling in company programs. View account balance and investment performance. Track future income projections. Adjust contribution rates and portfolio allocations.
Osman Tufekci
Analyze charts and trade assets
Analyze stock, crypto, forex, and commodity charts with AI-powered insights. Upload charts for pattern recognition and technical analysis. Receive detailed market trends and investment strategies.
BCP ADVISORS, LLC
Open accounts, invest, access funds anytime
Open an account online without minimum requirements. Manage a globally diversified portfolio. Access funds anytime. View investment performance and transaction history. Place trades and monitor market trends.
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.
HeritvestFamilyInformationConsultingBeijingCo., Ltd
Comprehensive services for high-net-worth individuals.
The app provides comprehensive consulting services for high-net-worth individuals and entrepreneurs. It offers solutions for asset allocation, investment and financing, business development, education, and healthcare.
Colombe Djirebo
Track expenses, manage budgets, invest wisely
Track income and expenses with categorized entries. Set budget limits and receive alerts when exceeded. Monitor credit scores and manage loan payments. View investment portfolios and historical performance.
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