Apps Like Primerica Shareholder Services for iPhone and iPad
View balances, complete transactions, track history
View current and historical account balances. Complete transactions and access transaction history online. Manage mutual fund investments. Set financial goals and track progress. Receive investment recommendations tailored to individual needs.
by The Bank of New York Mellon Corporation★ 4.330 ratingsFinanceFreeData updated 2026-09-06
Create an account and allocate capital to alternative investments. Monitor portfolio performance with transparent reporting. Access news and insights on global markets. Track investment opportunities and manage capital distributions.
Track mutual fund investments with real-time performance updates. View portfolio details, adjust holdings, and receive market alerts. Set up recurring investments and access historical data for analysis.
Manage and track investments in mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download complete reports, and access transaction statements. Log in with Google email.
Track investment performance with historical data and portfolio reports. View transaction statements for any period. Download statements and account details in one click. Log in using Google email.
View real-time stock prices and market news updates. Track stock performance with detailed data. Use AI analysis for investment insights and recommendations. Access financial metrics and technical indicators.
Manage financial documents online and view valuations and performance. Check transaction status and update personal details like email and security info. Execute simple instructions, including ISA and Collective Investment Account top-ups.
Track investment performance with historical data and portfolio reports. View transaction statements for any period. Download one-click account statements for Indian asset management companies.
Track trades, analyze portfolios, connect with traders
Track investments with real-time market data and asset performance. Monitor stocks, cryptocurrencies, and public market trends. Set price alerts and customize watchlists. Access educational resources and community discussions.
Calculate to predict investment growth. Input principal, rate, and time to compute future value. Track growth over time with visual charts. Set investment goals and monitor progress. Share results via email or social media.
Invest in mutual funds with personalized recommendations based on financial goals. View and manage motor, health, and life insurance policies. Track investments and update personal details within the .