Primerica Shareholder Services app icon

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

Primerica Shareholder Services screenshots

Ranked alternatives

Showing 221–240 of 1,000 ranked alternatives.

  1. Vestiva app icon

    Vestiva

    BCP ADVISORS, LLC

    Manage investments and access financial tools

    Manage investments in U.S. dollars with access to various financial products. View portfolio performance, track expenses, and set investment goals. Receive guidance from financial advisors and monitor market trends in real time.

    ★ 4.714 ratingsFinanceFreeData updated 2026-09-12
  2. Index Fund Advisors app icon

    Index Fund Advisors

    Index Fund Advisors, Inc

    Connect with and track your investments

    Connect with Wealth via phone, email, or Facetime for personalized financial guidance. Read and share evidence-based investing articles. Watch educational interviews and documentaries on investment topics.

    ★ 4.941 ratingsFinanceFreeData updated 2026-09-09
  3. CircleBlack Investor app icon

    CircleBlack Investor

    Circleblack Inc.

    Track finances, view accounts, manage investments

    Track financial accounts and investments in one place. View progress toward retirement and other goals. Receive performance data at account, goal, and total wealth levels. Benchmark against industry standards. Set and monitor financial targets.

    ★ 4.316 ratingsFinanceFreeData updated 2026-09-09
  4. Fedgroup app icon

    Fedgroup

    FEDGROUP HOLDINGS PTY LTD

    Invest in assets and track your portfolio

    Manage financial investments by purchasing Impact Farming assets and traditional securities. Track portfolio performance, set investment goals, and view detailed financial reports. Receive real-time updates on asset values and transaction history.

    ★ 4.315 ratingsFinanceFreeData updated 2026-09-15
  5. M36 app icon

    M36

    Union Bank of Nigeria Plc

    Invest in, manage, and track your portfolio

    Manage investments with personalized online products and services. Track portfolio performance, set financial goals, and receive market insights. Adjust investment strategies and access account statements securely.

    ★ 4.07 ratingsFinanceFreeData updated 2026-09-19
  6. PAS NetXi app icon

    PAS NetXi

    The Guardian Life Insurance Company of America

    ★ 2.638 ratingsFinanceFreeData updated 2026-09-10
  7. CommSec app icon

    CommSec

    Commonwealth Bank of Australia

    ★ 3.733 ratingsFinanceFreeData updated 2026-09-09
  8. Y S Capital app icon

    Y S Capital

    Y S CAPITAL

    Track investments and manage portfolio assets

    Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, download complete portfolio reports, and access transaction statements. Log in via Google email.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  9. AUTUS WEALTH app icon

    AUTUS WEALTH

    AUTUS WEALTH PRIVATE LIMITED

    Track investments and download portfolio reports

    Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, download complete portfolio reports, and access transaction statements. Log in via Google email.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  10. GROWFINN app icon

    GROWFINN

    growfinn wealth management private limited

    Track investments and manage portfolios

    Track investment portfolios with Family and Applicant Portfolio views. Review asset allocation and net worth composition. Check insurance details and scheme exposure. Monitor mutual fund and equity share investments.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-13
  11. American Bank of Commerce app icon

    American Bank of Commerce

    American Bank of Commerce

    Check balances, transfer funds, view transactions,

    Check account balances and view transaction history anytime. Track pending transactions and manage fund transfers. Send and receive secure messages. Access branch locations and hours. Deposit checks with pending approval.

    ★ 4.110 ratingsBusinessFreeData updated 2026-09-08
  12. Investing Calculator app icon

    Investing Calculator

    APPLOC LLC

    Calculate compound interest and track growth

    Calculate compound interest by solving for future value, principal, interest rate, duration, or regular contributions. Input custom parameters to estimate investment growth. View detailed breakdowns and compare scenarios visually.

    ★ 5.08 ratingsFinanceFreeData updated 2026-09-06
  13. Naasa X app icon

    Naasa X

    MS WATERFLOW TECHNOLOGY

    ★ 3.511 ratingsBusinessFreeData updated 2026-09-06
  14. The Money Mart app icon

    The Money Mart

    THE MONEY MART

    Track assets and download portfolio reports

    Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click. Log in using Google email.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-15
  15. Profitable - Portfolio Tracker app icon

    Profitable - Portfolio Tracker

    Alberto Gaspar Martin

    Track stocks, view performance, manage

    Track stock portfolios in real-time with detailed stock information including current price, daily changes, and overall performance. Set investment goals, receive market updates, and analyze historical data to support informed decision-making.

    ★ 4.02 ratingsFinanceFreeData updated 2026-09-06
  16. Growin' - Invest & Trade app icon

    Growin' - Invest & Trade

    Mandiri Sekuritas, PT

    In stocks and manage your portfolio

    In stocks, mutual funds, and bonds. Place trades, view portfolio performance, and track market trends. Set investment goals and receive real-time updates. Manage accounts and access research tools.

    ★ 4.65 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.