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 141–160 of 1,000 ranked alternatives.
Investment Management Consultants Association
Manage investments and track portfolios
Access financial education resources, including peer-reviewed articles and industry research. Track professional development with certification programs. Stay updated with from award-winning financial industry authors.
Insynch LLP
Track portfolio assets and reports
Manage financial portfolio with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. Download complete portfolio reports. View historical performance. Access transaction statements for any period. Log in via Google email.
StockTalk, Inc.
Optimize portfolios and track investments
Track investment performance and analyze portfolio risk. Receive personalized financial insights and recommendations. Adjust portfolio allocations and minimize capital-gains taxes. Identify and reduce fund fees.
Valitana LLC
Place trades and manage portfolios
Track and manage investment portfolios with real-time transaction recording across equities, derivatives, structured products, and fixed income. Monitor asset performance, generate reports, and reconcile trades within a centralized platform.
Gera Wealth Private Limited
Track assets, view reports, manage investments
Manage financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements instantly. Log in using Google email.
Circleblack Inc.
Track finances, view accounts, manage investments
Track financial accounts and investments in one place. View progress toward retirement and other goals. Receive performance data at account, goal, and total wealth levels. Benchmark against industry standards. Set and monitor financial targets.
Excel Net Solutions Private Limited
Track assets and manage investments
Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, download portfolio reports, and access transaction statements. Log in via Google email.
Excel Net Solutions Private Limited
Track assets and manage investments
Manage financial investments with access to mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View complete portfolio reports, historical performance, and transaction statements. Download data and log in via Google email.
SYMPHONIA WEALTH PRIVATE LIMITED
Track assets and manage your portfolio
View portfolio performance and download complete reports with all assets. Track mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access transaction statements for any period. Log in using Google email.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.