Track expenses, portfolios, and manage accounts
Account balances, transaction history, and portfolio details. Set up recurring transfers and bill payments. Receive alerts for account activity. Access investment performance reports and communicate with financial advisors.
Showing 1–20 of 1,000 ranked alternatives.
LPL FINANCIAL CORPORATION
Access accounts, track trends, manage goals
Monitor accounts by tracking total portfolio value and viewing performance over different timeframes. Check balances, transaction history, and investment details. Set up alerts for activity and portfolio changes.
Westlake Services, Llc
Make payments and manage accounts
Manage accounts with payment features, recurring payment setup, and payoff information access. View transaction history and account balances. Receive alerts and notifications for account activity.
Ameriprise
Access accounts and track investments
Track accounts with real-time balance and transaction details. View portfolio performance and investment summaries. Communicate with advisors through in- messaging. Receive account alerts and activity notifications.
NORTH JERSEY FEDERAL CREDIT UNION INC
Check balances, view accounts, edit payments
View account balances and transaction history. Manage payments and edit scheduled transfers. Access account details and set up alerts. Monitor financial activity and control account settings remotely.
Marine Credit Union
View accounts, send payments, track expenses
View account details and add other bank accounts for a consolidated financial overview. Set up recurring payments, make one-time payments, and pay bills. Locate Smart ATMs and branches using current location or address search.
Tropical Financial Credit Union
Send money, track expenses, manage accounts
Manage finances with bill payments, loan management, and savings goal tracking. Deposit checks, transfer funds, and monitor account balances. Lock and unlock accounts remotely. Set up alerts for transactions and account activity.
Monarch Money, Inc.
Expenses, , and share financial goals
Manage finances by consolidating accounts into one view. spending, set budgets, and monitor progress. Collaborate with partners or financial advisors to plan and achieve financial goals. Receive alerts and notifications for account activity.
BECU
Manage finances in the palm.
The app combines BECU and non-BECU financial accounts in one place for budgeting based on spending, income, debt, and expense history. It allows fund transfers, check deposits, bill payments, and viewing account balances.
SAFRA NATIONAL BANK OF NEW YORK
Manage accounts and track expenses
View account balances and transaction history. Transfer funds between accounts. Schedule payments and set spending limits. Receive alerts for account activity. Access customer support and manage notifications.
The Vanguard Group, Inc.
Invest, track, and manage your portfolio
Access account balances and total assets. Review investment performance and transaction history. View portfolio details and asset allocation. Manage investments by buying or selling funds. Set up recurring contributions and adjust portfolio settings.
Altruist Corp
Track investments and view performance metrics
View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY INC
View accounts, track performance, pay premiums
View investment account performance and transactions. Review insurance policy details. Make premium payments for life, disability, and long-term care plans. Set up autopay to ensure timely payments. Access contact information for financial advisors.
Kuwait International Bank K.S.C
Manage finances, track expenses, send payments
Manage finances with account overview, transaction history, and balance checks. Transfer funds between accounts, set up recurring payments, and view spending reports. Receive notifications for account activity and card transactions.
Waldron Private Wealth
Manage assets, plan finances, invest wisely
Track investment portfolios, view account balances, and receive performance reports. Schedule and manage meetings with financial advisors. Access educational resources and update personal financial information securely.
PCSB BANK
Track expenses, send money, manage accounts
Check account balances, view recent transactions, and manage bill payments. Transfer funds between accounts, set up alerts, and deposit checks via photo. Monitor spending patterns and access account statements securely.
SmartPro Financial LLC
View portfolio data and interact with
View portfolio data and financial summaries in a clean interface. Access account details, transaction history, and performance metrics. Communicate with financial advisors and receive updates.
Al Rajhi Capital Company
Invest in stocks and manage portfolios
Access brokerage services to buy and sell stocks and financial instruments on Tadawul Saudi Market. Invest in global markets through international brokerage. View account balances, track transactions, and manage investments.
OFG Bancorp
Manage accounts, view balances, and track transactions
Manage finances with real-time balance checks, bill payments, and fund transfers. View transaction history and set spending alerts. Access personalized financial insights and receive tailored suggestions.
Mercedes-Benz USA LLC
Manage accounts, track payments, view statements
Manage financial account details by registering your account and making payments. View transaction history and account balances. Set up payment reminders and access account settings. Receive notifications for account updates.
American Consumer Credit Counseling, Inc.
Manage debts and track expenses
Track credit scores, monitor debt balances, and set budget goals. View spending categories and receive alerts for account activity. Generate reports and access financial education resources. Sync with banking accounts to import transaction data.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.