Showing 21–40 of 1,000 ranked alternatives.
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
Jack Xuan
Track expenses, set goals, manage budgets
Track expenses, create budgets, and set financial goals. View spending reports and charts. Monitor progress toward savings targets. Manage multiple accounts and categorize transactions. Receive alerts for budget limits. Sync data across devices.
fmine, inc
Trade digital assets with ZK technology
Trade cryptocurrencies and digital assets with real-time price data and order execution. View portfolio performance and transaction history. Set price alerts and manage account security with two-factor authentication.
AllianceBernstein L.P.
Access account balances and transfer funds
Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.
Beeblesoft Ltd
Track net and update assets automatically
Track net with unlimited portfolios and assets. Manually update bank accounts, credit cards, and real estate. Automatically track stocks, ETFs, and crypto with real-time prices. Monitor dividends, cost basis, and unrealized gains or losses.
Industrial Alliance Insurance and Financial Services Inc.
Monitor portfolio, chat with advisor
Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.
Tory, LLC
Catalog, curate, and share your possessions
Organize and track personal belongings with detailed categorization and tagging. Create lists, add notes and photos. Generate reports and set reminders for maintenance or appraisal. Sync across devices and share with trusted contacts.
Phoenix Digital, LLC
Track net worth, monitor assets, consolidate finances
Track real estate values and home equity. Monitor vehicle values and maintenance records. Consolidate financial assets and investments in one place. Calculate net worth and view detailed asset insights. Set reminders for financial goals and expenses.
OpenArc Corporate Advisory, LLC
Access portfolio, download reports, connect with advisor
Access portfolio details, download performance reports, and communicate with your financial advisor. View account summaries, track investments, and schedule meetings directly through the .
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.