Showing 21–40 of 1,000 ranked alternatives.
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.
Passport Wealth Management LLC
View account info and contact support
View account balances and transaction history. Access portfolio details and performance reports. Send secure messages and schedule appointments. Request account changes and download statements.
Cohere Inc.
Manage sessions, send messages, and track progress
Manage and deliver coaching services with scheduling, session reminders, and live video sessions. Offer 1:1 coaching and group courses. Communicate via chat, voice texting, and notifications. Access self-paced content and engage with a community.
MD Wealth Management, LLC
Access accounts, view reports, manage investments
Access account balances and transaction history. View investment performance and portfolio details. Schedule and manage meetings. Receive notifications and update contact information. Submit documents and track application status.
Sherman Wealth Management, LLC.
View account balances and performance
View account balances, performance metrics, and transaction statements. Access detailed reports and portfolio summaries. Set up recurring transactions and schedule bill payments. Receive real-time notifications for account activity.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.