Enroll, forecast, monitor, save
Enroll in plans quickly. View income forecasts. Track account balance and investment performance. Adjust paycheck contributions. Choose and rebalance investments. Upload documents via secure photo submission. Access financial learning resources.
Showing 181–200 of 1,000 ranked alternatives.
InvestEngine UK Limited
Invest in diversified portfolios automatically
Invest in diversified portfolios with automatic contributions. Choose from curated ETFs by providers like J.P. Morgan and Vanguard. Avoid account and transaction fees. Set investment goals and adjust contributions manually.
Halfmore, Inc.
Save money, grow wealth, compound interest
Parents can open custodial IRAs for children aged 7 to 17 using everyday household tasks as earned income. Contributions grow tax-free with compound interest.
Circleblack Inc.
Track finances, view accounts, manage investments
Track financial accounts and investments in one place. View progress toward retirement and other goals. Receive performance data at account, goal, and total wealth levels. Benchmark against industry standards. Set and monitor financial targets.
Tribute Technology US, LLC
Enroll decedents and capture fingerprints
Enroll decedents and capture fingerprint images for use in applications. Generate unique PINs for each enrollment record. Allow families and funeral homes to order personalized fingerprint keepsakes online.
Decodation LLC
Generate pay stubs instantly
Create pay stubs by entering pay period details, employee information, and tax deductions. Customize templates for different pay structures. Generate professional documents with accurate calculations and formatting.
Brown Brothers Harriman &Co.
Track investments and connect with your team
Sign in using biometrics for secure access. Track and manage investments. Connect with relationship managers. Access tax documents, summaries, and statements. Receive alerts for trade updates and new contributions.
Glen Eagle Advisors, LLC
Invest in portfolios with expert guidance
Invest in expert-crafted portfolios tailored to financial goals. Track wealth across multiple accounts. Access retirement planning tools and personal finance insights. Adjust investments based on life changes and risk tolerance.
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.
Equitable Financial Services, LLC
Plan with custom scenarios
Customize scenarios and view historical data in charts and graphs. Generate client-approved digital reports. Access structured capital strategies for volatility protection. Track portfolio performance and adjust investment allocations.
MX TECHNOLOGIES, INC.
Track expenses, save, and invest securely
View financial data in one place with customizable visualizations. Track spending, set budgets, and receive alerts. Transfer funds, pay bills, and monitor account activity. Link multiple accounts and view transaction history.
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