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.
Primerica Shareholder Services screenshots
Ranked alternatives
Showing 641–660 of 1,000 ranked alternatives.
Rachit Finserv
Excel Net Solutions Private Limited
Track portfolio assets and download reports
Manage financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download complete reports, and access transaction statements. Log in with Google email.
Garuda Wealth
Excel Net Solutions Private Limited
Manage mutual funds, equity shares, bonds,
Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio performance, download complete reports, and access transaction statements. Log in via Google email.
Krushna Finserv
Krushna Finserv LLP
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 with one click. Log in using Google email.
Vika Wealth
KUBER MONEYMART
Track assets and manage your portfolio
Manage financial portfolio 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.
iInvestFund
Rick Ng Boo Hwa
Monitor mutual fund investments and returns.
The app monitors mutual fund investments and returns from multiple platforms in a single location. It automatically updates portfolios and computes trading fees and taxes for realistic return calculations.
HAPYR FINMART
HAPYR FINMART
Manage mutual funds, equity shares, bonds,
Manage financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, track historical performance, and download transaction statements.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.