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.
Showing 241–260 of 1,000 ranked alternatives.
Lower, LLC
Manage loans, track payments, and communicate securely
Manage mortgage applications with document uploads and status tracking. View loan options and compare rates. Receive notifications and communicate with lenders. Access financial tools for informed decision-making.
The Bank of East Asia, Limited
Trade stocks, view portfolios, get quotes
Execute trades with real-time market data and customizable order types. View stock portfolios across multiple markets with performance tracking and asset allocation tools. Set price alerts and monitor holdings for informed investment decisions.
Compound Financial, Inc
Track net worth and manage assets
Track net worth, investments, real estate, and liabilities in real time. Organize financial data into a centralized dashboard. Securely store and tag tax, financial, and estate documents. Automatically update financial information.
Anchorage Technologies Private Limited
Track stocks, analyze data, trade shares
Screen stocks, mutual funds, ETFs, and indices with real-time price data and fundamental analysis. Filter investments using screening tools. Access news, forecasts, and market updates. Place trades and track portfolio performance.
Svava Pte Ltd
Invest in stocks, bonds, and funds
Manage investments with customizable portfolios tailored to financial goals like home buying, education, retirement, and wealth growth. Track performance, set reminders, and access secure financial solutions licensed by MAS and SFC.
DecisionPoint Financial, LLC
Track expenses, view reports, manage investments, secure
View data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from your wealth advisor. Manage goals and track performance.
Rhame & Gorrell Wealth Management, LLC
View financial data and manage budgets
View financial overview with interactive dashboard. Generate dynamic reports on investments. Store and share documents securely with advisors. Manage budgets and track spending. Set financial goals and monitor progress.
Range Finance, Inc.
Track accounts, investments, and goals
Track income, expenses, and net worth across all accounts. Set financial goals and monitor progress. Use AI to analyze spending patterns and suggest budget adjustments. Automate savings and investment contributions.
BITRADEX FINTECH LIMITED
Manage crypto assets with AI insights
Manage cryptocurrency portfolios with AI-driven investment strategies. Track assets, set goals, and receive tailored recommendations. Trade using credit card or bank transfer without KYC. Monitor performance and adjust strategies manually.
Finalyca Technologies Private Ltd
Invest in PMS, MF, and AIFs
Manage investment portfolios with analytics, fund comparison, and portfolio X-ray tools. Track performance across PMS, MF, ULIPS, and AIFs. Set personalized alerts and access real-time data from 300+ AMCs.
Cooing Ltd
Invest in real estate fractions
Invest in real estate by purchasing fractional of high-return properties. Set investment goals and track portfolio performance. Manage transactions and view property details within the . Exit investments quickly through digital processes.
PWM LLC
View account performance and track financial goals
View account balances and performance metrics. Access financial goal plans and progress. Receive personalized insights and updates from financial advisors. Adjust investment settings and review portfolio details.
Huatai Securities
Financial services for investment decisions.
The app is a financial service platform providing access to markets. It offers real-time stock quotes, wealth management, and investment consulting services.
Patricio Dieck
Analyze data, make investment decisions
Analyze financial data with AI-driven insights. Users can input data, receive personalized investment recommendations, and compare market trends. Track portfolio performance, set alerts, and access real-time financial reports.
Jose Miguel Varela Marcos
Calculate with custom periods and tax rates
Manage personal finances and DeFi investments with a . Adjust time periods and set tax rates for precise calculations. View pie and line charts to analyze investment breakdowns and compare simple versus over time.
ODEA BANK A S
Invest in assets and manage portfolios
Perform transactions securely. Manage investment portfolios with multiple options. Access tools to support investment decisions. View financial data and track progress. Set alerts for account activity. Adjust investment strategies remotely.
FinTurtle LLC
Track data and analyze market trends
Get real time quotes for regular and extended trading hours. Access market news, financial reports, and institutional portfolio data. Perform fundamental and technical analysis. View candlestick charts and investment insights.
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