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 121–140 of 1,000 ranked alternatives.
Client Access
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
FundsIndia: Mutual Funds & SIP
Wealth India Financial Services India Private Limited
Invest in and manage your portfolio
Invest in , index , and tax-saving options through SIPs. Track portfolio performance and view investment history. Set financial goals and receive expert guidance. Compare fund details and manage investments online.
Mint by Investwell
Excel Net Solutions Private Limited
Track mutual fund schemes and facts
View mutual fund scheme details including fund objective, features, return performance, holdings, and NAV graphs. Compare schemes by return performance. Access financial calculators. Check portfolio performance and holdings.
Longview Bank
Longview Bank
Check balances and view transactions
Check balances and view transaction history. Transfer money between accounts. Schedule and manage bill payments. Access banking services anytime, 24/7.
Nippon India Mutual Fund
Nippon Life India Asset Management Limited
Invest in funds anytime
View investment portfolios, check performance, and track returns. Manage SIPs and switch funds. Receive real-time market updates and notifications. Access research reports and expert insights. Redeem investments and view transaction history.
Invearn by Africa Prudential
Africa Prudential PLC
Invest in stocks, bonds, and funds
Track and manage investments across multiple asset classes. View portfolio performance and rebalance holdings. Set investment goals and receive market insights. Schedule regular contributions and monitor expenses.
Bank My Way
Citizens Bank of Eldon
View balances, track transactions, send payments
View account balances and transaction history. Check account alerts and initiate transfers. Deposit checks via photo. Pay bills directly.
DBS digibank Indonesia
Bank DBS Indonesia, PT
Manage accounts, send money, track expenses
Manage finances with account balance checks, fund transfers, and bill payments. Apply for credit cards and loans with instant approval. Track investments in over 150 mutual funds and bonds. Set transaction alerts and control card access remotely.
MidSouth Bank Mobile
MidSouth Bank
Check balances, transfer funds, view transactions
Check balances and view transactions 24/7. Transfer funds, approve or cancel transfers, and review transaction history. Send and receive secure messages. Access branch hours and location details. View pending transactions.
ICICI Direct iLearn–Education
ICICI SECURITIES LTD
Learn financial concepts through examples
Learn about investing through articles, podcasts, videos, infographics, and expert-curated modules. Explore financial concepts with examples and analogies. Set learning goals and track progress.
DSP Mutual Fund
DSP ASSET MANAGERS PRIVATE LIMITED
Track investments and manage portfolios
Track investment performance with real-time portfolio insights and asset allocation details. Receive actionable recommendations based on advanced analytics. Manage transactions and view historical returns.
2BTRUST
2BTRUST LLC
Invest in, track, and manage assets
Monitor investments, applications, and returns in real time. Access detailed reports and manage transactions with full autonomy. Track portfolio performance and set investment goals. Receive alerts for account activity and transaction updates.
The Standard – My Retirement
StanCorp Financial Group, Inc.
Track savings, view transactions, adjust contributions, review
Track savings with balance checks and goal progress. Adjust contributions and review investments. View transactions, account statements, and performance data. Access planning tools including calculators, videos, and articles.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.