Curated apps similar to Bay Point, ranked by relevance and user ratings.
AppFolio
Finance
The Investor Portal provides Real Estate investors a centralized hub to view your investments and updates from your Investment Manager. • Track investment performance • View and sign key documents & reports • Get real-time project updates • Submit interest in new offerings
Altruist Corp
Finance
Altruist gives you full access to your investments and your Altruist financial advisor.
Robert W. Baird & Co.
Finance
An extension of your trusted Advisor.
Baybank Corporation
FinanceBaybank is your personal financial advocate.
Waypoint Bank
FinanceWaypoint Bank’s Mobile Banking App allows our customers to manage their finances with 24/7 account access. Features: - check account balances - view transactions - transfer funds between accounts - pay bills - make deposits - locate ATMs and branches in your area Getting started is simple.
BayCoast Bank
FinanceEasily access all of your accounts and features right at your fingertips with our mobile app.
Arkadiusz Szczepkowicz
FinanceTrack, Analyze, and Benchmark Your Investments with a Powerful Portfolio Tracker: Finance Bay. Stay on top of your finances with a comprehensive Portfolio Tracker designed to consolidate and streamline your investment management.
Industrial Alliance Insurance and Financial Services Inc.
FinanceSecurely monitor your portfolio and stay in touch with your Investment Advisor while you’re on the go! Now you can access all the same great features as our Client Portal, but in a convenient mobile app that keeps you connected with your investments anywhere and anytime.
Insights Investments LLC
FinanceAn investment platform with AI & Machine Learning at its core, providing financial advisors with a suite of products to better serve their customers.
eMoney Advisor
FinanceEnjoy a complete and secure view of your financial life with your personalized portal. KEY FEATURES AND BENEFITS: • All-in-One Account View: Easily connect and view all your accounts for a comprehensive view of your financial situation. • Track Spending and Investments: Stay on top of your...
Nav Consulting Inc
FinanceAll the features of the award-winning NAV Portal in a convenient mobile format. The NAV Portal enables investment managers, investors, and auditors to securely access accounting reports, risk analytics, and portfolio data; generate reports; monitor the status of fund activities, and log inquiries...
OpenArc Corporate Advisory, LLC
FinanceThe OpenArc Client Portal mobile app makes it easy to access your portfolio, download performance reports, and connect with your advisor, all at your fingertips.
Running Point Capital Advisors, LLC
FinanceRunning Point mobile phone application enables authorized Running Point Capital clients access portfolio and financial data in a simple, integrated and seamless interface. Requirements: You need to be a Running Point Capital client user that has been authorized for the phone application.
DecisionPoint Financial, LLC
FinanceYour DecisionPoint Financial app provides an intuitive financial dashboard, interactive reports, investment performance and allocation, document vault, and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic...
INSTITUTIONAL CASH DISTRIBUTORS TECHNOLOGY, LLC
FinanceWherever you are, you can securely access ICD Portal to view your balances, exposure, and fund performance. Authorized users can: VIEW PORTFOLIO DASHBOARDS o See trade status and balances by portfolio, account or entity o Understand and monitor yields on investments o Review historical fund...
UBL Fund Managers Limited
FinanceUBL Funds app is a user-friendly application that provides you easy, seamless and direct access to your investments on the go. Investors have the convenience of monitoring their investments and conducting online transactions around the clock, from any location worldwide, with just a few clicks.
FLOCK HOMES, INC.
FinanceFlock Homes helps investors stay connected to their real estate portfolios — anytime, anywhere. With the Flock Investor Portal app, you can view your ownership, track fund performance, and access detailed information about the homes and markets that make up your portfolio.
Carvant Financial LLC
FinanceUse Carvant's customer portal to view and update information on your account including: • Balance and due date • Payment history • Make a payment online • Find locations near by where you can pay in person • Retrieve contract documents • Get a 10 payoff quote • Update your existing contact...
Alliance Wealth Advisors, LLC
FinanceYour Alliance Client Portal can help with: -Monitoring your personal balance sheet -View your investment accounts managed by Alliance -Store, share, and send key documents with our team of advisors -Link external accounts by using our account aggregation tool
Cedar Point Capital Partners, LLC
FinanceThis app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current...
App information from Apple App Store. Bay Point and related trademarks belong to Bay Point Advisors LLC.