View accounts, track expenses, manage budgets
View financial accounts and transaction history. Upload documents directly from the phone. Communicate with the financial team. Set account alerts and notifications. Access account statements and performance reports.
Showing 161–180 of 1,000 ranked alternatives.
EY Global Services Limited
Log in with biometric authentication
Employees can log in using biometric authentication to access documents. View and download salary slips, tax forms, and employment records. Receive notifications about updates and document changes.
Windsor Wealth Management, Inc.
Check balances and contact your team
Check account balances and transaction history. View portfolio performance and asset allocation. Send secure messages to management team. Request account updates or document downloads. Set up account alerts and notifications.
WEFEA, Inc
Invest in assets and manage portfolios
Manage investments with real-time portfolio tracking and performance analysis. Set financial goals, schedule regular contributions, and monitor expenses. Access educational resources and receive market insights to inform decision-making.
BuildBook Inc.
Track projects, schedule tasks, and manage budgets
Manage residential construction projects with unlimited project tracking. Use Gantt charts for scheduling, collaborate via team and client chat, and manage budgets and change orders.
NirmalBang Securities Private Limited
Track leisure accounts across markets
Track leisure account balances and transactions across Indian Equity, Derivatives, Commodities, and Currency markets. View real-time prices and trade history. Place orders and monitor positions. Receive alerts for market updates and account changes.
Cytonn Investments Management, LLC
Invest in money market funds
Manage investments in the Money Market Fund by creating an account, specifying investment amounts, agreeing to terms, entering personal details, and making payments via M-Pesa or bank transfer. View account details and track investment progress.
Grand Wealth Management, LLC
View portfolio data securely
Access portfolio data and manage investments through a secure web interface. View account balances, transaction history, and performance metrics. Receive real-time updates and communicate with financial advisors for account inquiries.
Composition Wealth, LLC
View portfolio data securely
Access portfolio data through a simple interface. View investment performance, asset allocation, and account balances. Receive notifications and manage alerts. Contact advisory team for access requests.
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.
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