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 461–480 of 1,000 ranked alternatives.

  1. OneWealth app icon

    OneWealth

    One Wealth Management Investment And Advisory Services, LLC

    View account info, track portfolio performance, monitor

    View account information and balances. Track portfolio performance and asset allocation. Analyze historical performance data. Monitor investments with a user-friendly interface.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  2. BF Fund Trading app icon

    BF Fund Trading

    BBL Asset Management Co.,Ltd

    Invest in funds, manage your portfolio

    Invest in mutual funds directly through the . Open online investment accounts, buy and sell units, switch investments, check order status, and track portfolio performance. Manage transactions and monitor investments anytime, anywhere.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  3. JUSTCAP app icon

    JUSTCAP

    Alben Bryan India Private Limited

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

    Rurash Wealth

    Rurash Financials Private Limited

    Invest in, track, and manage finances

    Manage investments, track expenses, and set financial goals. View portfolio performance and receive alerts. Schedule transactions and access account statements. Connect bank accounts and monitor savings progress.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  5. PostFinance App app icon

    PostFinance App

    Die Schweizerische Post

    Manage finances at home or on the go.

    The app allows users to manage accounts, payments, and investments. Users can check balances, analyze spending, pay bills, and send money.

    ★ 3.65 ratingsFinanceFreeData updated 2026-09-15
  6. ARMM app icon

    ARMM

    ARMM Group LLC

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  7. Holistic Money app icon

    Holistic Money

    HOLISTIC FINANCIAL SERVICES PRIVATE LIMITED

    Manage mutual funds, equity shares, bonds,

    Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. Download portfolio reports, view historical performance, and access transaction statements. Log in via Google email.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  8. MANAVI WEALTH app icon

    MANAVI WEALTH

    MANAVI WEALTH PRIVATE LIMITED

    Track assets, view reports, manage investments

    Manage and monitor financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download complete reports, and access transaction statements.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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