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 301–320 of 1,000 ranked alternatives.

  1. AMEYA app icon

    AMEYA

    Bajaj Capital Insurance Broking Limited

    Track investments and manage portfolios

    Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company.

    ★ 5.09 ratingsFinanceFreeData updated 2026-09-06
  2. Devashish app icon

    Devashish

    DEVASHISH SECURITIES PRIVATE LIMITED

    Track assets and manage your portfolio

    Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, track historical performance, and generate transaction statements.

    ★ 4.86 ratingsFinanceFreeData updated 2026-09-15
  3. Wavely app icon

    Wavely

    Scalable Systems AG

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  4. Wealth Wielders app icon

    Wealth Wielders

    WEALTH WIELDERS SERVICES PRIVATE LIMITED

    Invest in funds and track your portfolio

    Manage mutual fund investments with real-time portfolio tracking and performance analysis. Set investment goals and receive alerts for market changes. View detailed fund information and compare returns. Schedule and execute transactions directly.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  5. i-Trove app icon

    i-Trove

    Tro-vest Capital Partners Ltd

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  6. Vennre app icon

    Vennre

    VENNRE VENTURES ADVISERS (VVA) LTD

    Invest in private market deals

    Access private market investments with deal details, terms, and performance data. Review investment opportunities, manage portfolios, and track returns. Set custom diversification goals and receive real-time updates on fund performance.

    ★ 5.08 ratingsFinanceFreeData updated 2026-09-06
  7. WCT Investments app icon

    WCT Investments

    Excel Net Solutions Private Limited

    Track and manage portfolio assets

    Manage and monitor financial portfolio with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Download complete portfolio reports, view historical performance, and access transaction statements.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  8. enoVestor app icon

    enoVestor

    ACCLIME SG FUND SERVICES PTE. LTD.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-16
  9. InvestMates: AI Money Manager app icon

    InvestMates: AI Money Manager

    InvestMates Pte Ltd

    Manage investments, track portfolios, set goals

    Manage investments with real-time portfolio tracking and performance analysis. Set up recurring contributions and goal-based investing. Access market data and research reports. Adjust risk profiles and monitor transactions.

    ★ 4.711 ratingsFinanceFreeData updated 2026-09-06
  10. TFXTarget app icon

    TFXTarget

    Turkiye Finans Katilim Bankasi A.S

    ★ 4.010 ratingsFinanceFreeData updated 2026-09-13

How we rank alternatives

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