Manage assets, track expenses, generate reports
Track and manage financial assets with real-time data aggregation. View comprehensive investment reports and performance analytics. Customize dashboards and set alerts for account activity. nd export detailed financial statements.
Showing 21–40 of 1,000 ranked alternatives.
Ledger SAS
Manage assets securely
Manage digital assets with secure storage, sending, receiving, buying, selling, swapping, staking, and using . View balances, track transactions, and access market data. Set up multi-signature wallets and enable hardware security module integration.
IntegraSys, Inc.
Manage routes, track inventory, and invoice clients
Manage routes and track inventory by scanning products and assets. Create and send invoices, track sales, and access pre-sales data. Sync with DSD back-office system for real-time updates and compliance.
YouQian
Pay bills without ads
Manage financial assets by linking bank cards, Alipay, WeChat, and cash wallets. Track liabilities and net assets with detailed statistics. Organize expenses using two-level classifications and custom icons.
AIRE Advisors, LLC
View account info, balances, and financial plans
View account balances and asset allocation details. Access financial plans and transaction history. Receive real-time updates and portfolio performance metrics. Manage investments and contact support through in- messaging.
Morningstar, Inc.
Track investments, analyze portfolios, set goals
Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.
Stessa, Inc.
Track income, expenses, and portfolio performance
Track income and expenses with online rent collection and tenant screening. Manage real estate banking and budgeting. View portfolio performance and set financial goals. Sync data across devices for remote property management.
Robert W. Baird & Co.
Track portfolio value and asset allocation
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
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