Tailored reporting for institutional investors.
The app offers institutional investors a reporting platform with diverse portfolio views. It displays performance, asset mix, risks, and other indicators through easy-to-navigate screens, including a scorecard for risk profiles.
Showing 1–20 of 1,000 ranked alternatives.
Morningstar, Inc.
Track investments, analyze portfolios, set goals
Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.
Rise Companies Corp
In real estate and private credit
Manage private real estate investments by allocating funds to properties. Track portfolio performance and cash flow. View detailed investment reports and manage holdings. Access market analysis and investor insights.
Uphold HQ Inc.
Buy and sell cryptocurrencies and precious metals
Buy and sell cryptocurrencies, national currencies, and precious metals. Track real-time asset values and fund availability. Access exclusive tokens and early crypto opportunities. Execute trades with low fees and liquidity from multiple exchanges.
Teachers Insurance and Annuity Association America
Track accounts and manage investments
Manage retirement and brokerage accounts with secure access to account activity, contributions, and asset allocation. Transfer funds between retirement plan accounts and fund new brokerage accounts. Log in using password, Touch ID, or Face ID.
Yahoo Inc.
Track , get alerts, and view real-time
Track portfolio performance and manage crypto assets with a portfolio tool. Follow , ETFs, or crypto for real-time quotes and personalized . Set alerts for market updates and investment insights.
ETRADE FINANCIAL
Invest, trade, and manage your portfolio
Invest in stocks, ETFs, and options with no commissions. Trade mutual funds and select from curated portfolios. Access real-time quotes, charts, and research. Manage accounts, transfer funds, and view transaction history.
Fusion Media Limited
Track data, news, and alerts
Track real-time prices, indices, and commodities. Receive news updates and alerts. Monitor portfolio performance. Analyze financial data and follow global trends. Set price alerts for specific stocks. View historical data and chart trends.
Open to the Public Investing, Inc.
Transfer portfolio and earn 1% match
Transfer assets from brokerage, IRA, or 401(k) accounts to build a diversified portfolio. Earn 1% uncapped match on portfolio transfers. in stocks, options, bonds, and crypto. Contribute to IRA and earn 1% match on annual contributions.
Apponance, Inc.
Track , analyze data, trade quickly
View real-time quotes and pre-market/after-hour data. Customize advanced charts with technical indicators. Track portfolio performance and set price alerts. Place trades and manage orders directly. Access market news and analyst ratings.
StockTwits, Inc.
Track real-time stock trends and analysis
Discuss market trends and trading ideas in real-time with other investors. Share and engage with posts using charts, photos, and GIFs. Follow and interact with other users to stay updated on market sentiment and analysis.
Opus Labs CVBA
Track investments across exchanges and assets
Track investments across stocks, crypto, ETFs, forex, and commodities. Sync with 300+ exchanges and wallets. View real-time prices and portfolio performance. Set price alerts for specific assets. Monitor balances and transaction history.
Forewarn LLC
Verify prospects and check criminal history
Verify prospects' identities and check criminal history. Confirm asset ownership and assess financial risks. Plan in-person meetings with confidence. Conduct due diligence through secure verification processes.
Gartner, Inc.
Connect with peers and exchange insights
Access exclusive networks for executives. Participate in peer discussions, share strategies, and solve leadership challenges. View industry insights, join moderated forums, and connect with global C-suite professionals.
Morningstar, Inc.
Track portfolios, research stocks, monitor markets
Monitor market trends and track portfolio performance with real-time data. Research stocks, mutual funds, ETFs, and CEFs. View investment commentary, news, and videos. Customize portfolio tools and access comprehensive financial data.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.