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 421–440 of 1,000 ranked alternatives.

  1. DISHAFI app icon

    DISHAFI

    DISHA FINANCE AND INVESTMENTS PRIVATE LIMITED

    Manage mutual funds, equity shares, and bonds

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

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  2. EWMglobal app icon

    EWMglobal

    E W M LLC

    View balances, track performance, research investments

    View account balances and performance metrics. Research investment options and manage open events. Access secure deferred compensation accounts with an access code. Track transactions and receive notifications.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-10
  3. FINOMIS app icon

    FINOMIS

    FINOMIS INVESTMART LLP

    Invest in funds, track portfolios, get advice

    Track investments in mutual funds, equities, and commodities. Place online trades and manage SIPs. Access research reports and monitor portfolio performance. Receive digital financial advice and adjust allocations scientifically.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  4. Investment One app icon

    Investment One

    Investment One Financial Services Limited

    Invest in stocks and fixed assets

    Track portfolio performance by asset class or overall. View real-time market data and historical trends. Buy and sell Nigerian stocks and fixed assets. Set goals and receive alerts for market changes. Manage transactions and monitor account balances.

    ★ 4.07 ratingsFinanceFreeData updated 2026-09-06
  5. Syfe: Invest, Trade and Save app icon

    Syfe: Invest, Trade and Save

    Svava Pte Ltd

    Invest in stocks, bonds, and funds

    Manage investments with customizable portfolios tailored to financial goals like home buying, education, retirement, and wealth growth. Track performance, set reminders, and access secure financial solutions licensed by MAS and SFC.

    ★ 4.47 ratingsFinanceFreeData updated 2026-09-22
  6. Sapient Finserv app icon

    Sapient Finserv

    Sapient Finserv Private Limited

    Manage mutual funds, equity shares, bonds, fixed

    Manage financial assets with 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 in India.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-10
  7. ValU Wealth Care app icon

    ValU Wealth Care

    Excel Net Solutions Private Limited

    Track assets and download reports

    Manage and monitor financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access portfolio reports, view historical performance, and download transaction statements.

    ★ 4.33 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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