Showing 21–40 of 1,000 ranked alternatives.
Robert W. Baird & Co.
Track portfolio value and asset allocation
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
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.
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.
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.
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.
ORYX AI INFORMATION TECHNOLOGY - FZCO
Track assets, manage investments, and grow wealth
Track investments with real-time market data and detailed insights on stocks and ETFs. Monitor portfolio performance through customizable charts and analytics. Set alerts for price changes and manage assets across multiple accounts.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.