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 241–260 of 1,000 ranked alternatives.

  1. Amerant Investments app icon

    Amerant Investments

    Amerant Bank, N.A.

    Place trades, view balances, track holdings

    Access account balances, holdings, and transaction history. View order status and place equity trades. Receive real-time market data and set up alerts. Manage portfolio performance and track investment activity.

    ★ 4.817 ratingsFinanceFreeData updated 2026-09-25
  2. GBM Investor app icon

    GBM Investor

    BCP ADVISORS, LLC

    Open accounts, invest globally, access funds anytime

    Open an account online without minimum requirements. Manage a globally diversified portfolio. Access funds anytime. Track investments and view performance reports. Receive real-time market updates and alerts.

    ★ 5.03 ratingsBusinessFreeData updated 2026-09-06
  3. Investrack app icon

    Investrack

    INVESTRACK ADVISORS PRIVATE LIMITED

    Invest in mutual funds and track

    Track mutual fund investments with real-time portfolio updates. View performance metrics and compare funds. Set recurring contributions and receive alerts for market changes. Access scheme documents and manage subscriptions.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  4. Secure Investments app icon

    Secure Investments

    FUTUREWISE TECHNOLOGIES PRIVATE LIMITED

    Invest in mutual funds and track goals

    Manage in mutual funds with real-time tracking and portfolio analysis. Set and monitor financial goals with progress indicators. your account with PIN, fingerprint, and face recognition.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  5. 1% Club app icon

    1% Club

    Finance With Sharan

    Track expenses, save, and invest wisely

    Learn personal finance through structured courses from India's top experts. Track investments, set financial goals, and receive progress reports. Access budgeting tools and investment calculators to plan long-term wealth growth.

    ★ 2.45 ratingsFinanceFreeData updated 2026-09-06
  6. Aster Assets app icon

    Aster Assets

    ASTER ASSETS LLP

    Track and download portfolio reports

    Manage investment portfolios with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View historical performance reports. Download complete portfolio data. Access transaction statements for any period. Log in using Google email.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  7. MF - Bonanza app icon

    MF - Bonanza

    Bonanza Portfolio Limited

    Track portfolio, view reports, manage investments

    Track and manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance history and generate complete portfolio reports.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-22
  8. Ganadeesha app icon

    Ganadeesha

    Excel Net Solutions Private Limited

    Track investments and manage portfolio assets

    Track and manage investment portfolios with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View historical performance reports and download complete portfolio statements. Access transaction history for any period.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-14
  9. InvestNaija app icon

    InvestNaija

    InvestIN Limited

    Plan, save, and invest automatically

    Plan, save, and invest with automatic savings features and zero hidden fees. Set financial goals and track progress. Access secure short and long-term investment options.

    ★ 4.521 ratingsFinanceFreeData updated 2026-09-06
  10. Lubbock National Bank Mobile app icon

    Lubbock National Bank Mobile

    Amarillo National Bank

    Check balances, transfer funds, view transactions

    Check balances and view transactions 24/7. Track pending transactions and manage fund transfers by creating, approving, canceling, or viewing them. Access transaction history and send secure messages. View branch hours and location details.

    ★ 2.613 ratingsFinanceFreeData updated 2026-09-08
  11. CGSI app icon

    CGSI

    CGS INTERNATIONAL SECURITIES (THAILAND) COMPANY LIMITED

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  12. Endowus app icon

    Endowus

    Endowus Technologies Pte. Ltd.

    Invest in diversified portfolios

    Manage investments with access to globally diversified portfolios. Set financial goals and create personalized plans. Track portfolio performance and adjust allocations. View detailed fund information and transaction history.

    ★ 4.622 ratingsFinanceFreeData updated 2026-10-03
  13. Penny Stocks - Trading Course app icon

    Penny Stocks - Trading Course

    yoav fael

    Learn to invest

    Learn about stock investments through educational content. Track market trends and company fundamentals. Practice with simulated accounts. Access real-time data and analysis tools. Set investment goals and monitor portfolio performance.

    ★ 4.03 ratingsFinanceFreeData updated 2026-09-10
  14. Ceybank app icon

    Ceybank

    COMPUTER AGE MANAGEMENT SERVICES PRIVATE LIMITED

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  15. SJ Investment app icon

    SJ Investment

    Excel Net Solutions Private Limited

    Track portfolio, view reports, manage investments

    Manage financial assets 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.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-13

How we rank alternatives

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