View portfolio, track performance, access financial info
View portfolio details, including positions and performance. Add external retirement plans. Access contact information and website links. Retrieve financial data and manage account overview.
Showing 1–20 of 1,000 ranked alternatives.
Edelman Financial Engines, LLC
Track accounts and view progress
View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.
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.
Running Point Capital Advisors, LLC
Access portfolio and financial data securely
Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.
Edward D. Jones & Co., L.P.
View accounts and track performance
View account holdings, performance, and activity. Connect external accounts to see balances. Track progress toward financial goals. Message and share documents with the team. Deposit checks and transfer funds. View and sign account-related documents.
SGH Wealth Management, LLC
Monitor investments and financial data securely
Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.
Fidelity Investments
View retirement savings and benefits
View retirement savings, investments, and account performance. Check balances and recent contributions. Manage HSA expenses and investments. Monitor 529 plans and brokerage accounts. Access health insurance details and coverage information.
Veracity Capital, LLC
Access portfolio data securely
Access portfolio data and account information through a simple interface. View investment performance, transaction history, and client-specific reports. Request access through your primary contact.
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.
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.
Ox Road Capital LLC
View portfolio data and manage investments
Access portfolio data in a simple interface. View investment performance, transaction history, and account details. Receive notifications and manage access settings.
Excel Net Solutions Private Limited
Track portfolio, manage assets, view reports
Manage financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download one-click account statements. Log in using Google email.
TAMRA CAPITAL COMPANY
In ETFs and manage your portfolio
Manage investments with automated portfolio management and diversification across exchange-traded funds. Set financial goals, track performance, and adjust allocations. Receive market insights and access account statements.
American United Life Insurance Co Inc
Manage accounts and access financial resources
Manage accounts with transaction history and activity tracking. Access financial wellness resources and tools. View balances and transaction details. Switch between English and Spanish language settings. Set up and manage account alerts.
Alerus Financial Corporation
Check balances and view investments
Access account information using existing login credentials. Check balances, view investment performance graphs, and review contributions. Receive alerts, monitor loan data, and see personal rates of return.
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.
Mubasher Financial Services B.S.C C
Track market data and access news
Monitor real-time financial market data and receive trading alerts based on user subscriptions. Access news and announcements. Track portfolio performance. Set custom price alerts. View detailed market analysis and charts.
Transamerica Retirement Solutions, LLC
Manage retirement account anytime, anywhere.
The app provides on-the-go access to a Transamerica retirement account. Users can view account balances, investment performance, and adjust savings and investment strategies for retirement.
T. Rowe Price
Track, decide, and invest with confidence.
The app provides a consolidated view of T. Rowe Price and linked external accounts, showing balances, performance, and net worth.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.