Showing 521–540 of 1,000 ranked alternatives.
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.
Evelyn Partners Group Limited
Manage investments, view portfolio values, track performance
Manage investment portfolios with real-time value tracking and performance analysis. View asset allocation, benchmarks, and recent transactions. Access documents and download valuation and tax statements. Link and view multiple accounts.
Morgan Stanley
Access accounts, view portfolio, manage transactions
Access account balances, portfolio details, and transaction history in English, traditional, and simplified Chinese. View investment performance and manage account settings. Secure login with biometric authentication and Matrix® credentials.
State Street Corporation
Manage risk and optimize returns
View investment summaries with visual displays. Track risk metrics and evaluate portfolio performance. Access key executive reports and publications. Receive real-time updates on market data. Manage investment insights remotely.
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.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.