Showing 141–160 of 1,000 ranked alternatives.
Unchained Capital, Inc.
Store, send, and manage securely
Manage holdings with secure wallet access, track transactions, and view portfolio performance. Receive expert guidance, schedule onboarding, and access emergency support. Set up personalized education and manage account settings.
Bloom Investing LLC
Get instant portfolio analysis and guidance
Get expert guidance on your portfolio by asking questions and uploading screenshots for instant analysis. Identify market trends and understand how they affect your investments.
Principly, Inc.
Open 529 plans and invite contributors
Open a 529 plan for a child, invite family and friends to contribute funds, and track growth. Manage contributions, set up recurring donations, and monitor account balances. Share progress with supporters and view transaction history.
StanCorp Financial Group, Inc.
Track savings, view transactions, adjust contributions, review
Track savings with balance checks and goal progress. Adjust contributions and review investments. View transactions, account statements, and performance data. Access planning tools including calculators, videos, and articles.
Rise Vest Technologies Limited
In assets and track your portfolio
In global, dollar, and naira denominated assets. Set financial goals and build a personalized portfolio. Track performance, adjust investments, and receive market insights. Manage accounts, view balances, and schedule recurring contributions.
Jessica Battisto
Calculate RMD for retirement accounts
Calculate RMD amounts based on account balance and age. Input user details to determine annual distribution requirements. Provide guidance on RMD calculations for retirement accounts.
InvestMates Pte Ltd
Manage investments, track portfolios, set goals
Manage investments with real-time portfolio tracking and performance analysis. Set up recurring contributions and goal-based investing. Access market data and research reports. Adjust risk profiles and monitor transactions.
Treasury Viewer Inc.
Buy and view treasury securities securely
View TreasuryDirect® account details on your phone. Buy and trade treasury bonds without fees. Access securities information directly from the . Manage investments and track performance. No virtual keyboard input required.
Schwab Retirement Technologies Inc.
Enroll, forecast, and monitor savings
Access and savings details anytime. Enroll quickly, view income forecasts, check balances, and track investment performance. Adjust contributions, manage investments, and upload documents securely.
Elwynn Technologies LLC
Follow portfolios, track trades, read theses, access
Follow real portfolios to view positions, cost basis, and weights. Join chat groups to discuss trades and ask questions. Read investment theses and access AI-generated company insights.
Nordnet Bank AB
Track , , and ETFs
Track stock prices, , and ETFs in real time. View market trends and investment performance. Buy and sell securities with low fees. Access educational content and investment themes. Set up alerts for price changes.
SkyOne Federal Credit Union
Manage finances on the go easily.
The app allows users to view account balances and transactions, transfer funds, deposit checks, and pay bills. Users can also manage debit and credit cards, access financial wellness tools, and set spending limits.
ICICI PRUDENTIAL LIFE INSURANCE COMPANY LIMITED
Plan, manage, and review insurance policies
Manage and health insurance policies with policy tracking and renewal reminders. Calculate premiums using tax and pension calculators. View coverage details and submit claims directly. Access policy documents and contact support for assistance.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.