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 901–920 of 1,000 ranked alternatives.
JFS Wealth Advisors, LLC
Track expenses, view reports, secure documents
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Access and view secure documents from financial . Manage budgets and track spending. Set financial goals and monitor progress.
Doga Bayram
Analyze stock data and calculate Graham numbers
Analyze stocks using financial statements, market trends, and intrinsic calculations. Calculate Graham numbers based on earnings per share and book per share. Provide investment insights and historical data for informed decision-making.
Liquid Edge Solutions
Consolidated view of financial information.
The app offers a consolidated view of a user's financial information, including investment portfolio values, profiles, and cover amounts. It provides direct access to a user's share portfolio and watchlist from anywhere.
Ark Financial Management, LLC
Access portfolio data and manage investments
Access portfolio data, view account balances, and track investment performance. Review transaction history and generate reports. Receive alerts and manage account settings remotely.
Bharati Bhadaniya
Calculate loans, track savings, plan investments
Calculate loan payments, savings goals, and investment returns. Input variables to generate accurate projections. Track progress toward objectives. Export results for record-keeping.
CAJA DE AHORROS Y MONTE DE PIEDAD DE ONTINYENT
Manage accounts, cards, and investments.
The app provides account and card management, including immediate transfers. It also offers insurance information and contracting, a new ATM locator, and an investment portal.
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.
ASIA PLUS SECURITIES PUBLIC COMPANY LIMITED
Investment tool for smart phones provided.
The app provides tools for investment comparison and stock screening. Users can view stock information with multiple views and moving averages, and receive breaking news notifications.
Investio sp. z o.o.
Track stocks, currencies, and crypto in real
Track prices, indices, currencies, commodities, and cryptocurrencies. Set for price changes or company events. Receive notifications on investment updates. Analyze market trends with real-time data.
Maddix Wealth LLC
View account info, check balances, contact advisors
View account details and balances. Contact investment advisory team directly. Access real-time account updates and transaction history. Send inquiries and receive support through in- messaging.
McKinley Carter Wealth Services, Inc
Check portfolio balance and track performance
Check portfolio balance and track account performance. Run custom reports and analyze investment allocation. Set up alerts and manage transactions. View detailed performance charts and historical data.
TORANOTEC K.K.
Track steps and earn investment funds
Track steps, measure calories, and record notes. Set calendar reminders. Earn investment funds based on daily and monthly step goals. Sync with トラノコ for doubled bonus points.
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