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 61–80 of 1,000 ranked alternatives.
KMH Wealth Management, LLC
View financial plan and account information.
The app provides authorized users with access to financial plan information, account valuation, performance, and reporting. This application is designed for mobile devices.
ProInsight Inc
Collaborate, advise, and deliver insights
Business "Access real-time data and analytics. Share insights and collaborate with professionals. Set up custom alerts and integrate with financial tools."
Bloomberg Finance LP
Access news, markets, and contacts on
Access real-time financial news, market data, and research. View live blogs and top stories. Send and receive messages. Track securities, portfolios, and worksheets. Set alerts for market changes and news updates.
FINDARTS FINSERV PRIVATE LIMITED
Track assets and download reports
Manage and monitor financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access complete portfolio reports, view historical performance, and download transaction statements. Log in with Google email.
Joh. Berenberg Gossler & Co. KG
Monitor assets, manage investments, track performance
Track investment performance across time frames and analyze asset distribution by class, region, or currency. View portfolio details, set alerts, and manage digital assets securely from a mobile device.
Eptura, Inc.
Scan assets, search, update locations
Manage company office assets by scanning barcode serial numbers and verifying details. Search assets by owner, location, type, or ID. Update ownership and location in real time. Create service requests through integration with Service Request.
Companion Asset Management LLC
Survey remote assets and submit data
Complete surveys with customizable forms, capture and submit images, and record data for remote assets. Upload findings and share results with program administrators. Generate reports and filter data through the web management portal.
Excel Net Solutions Private Limited
Track assets and download reports
Manage and monitor financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access portfolio reports, view historical performance, and download transaction statements.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.