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 141–160 of 1,000 ranked alternatives.

  1. Mahindra Manulife Mutual Fund app icon

    Mahindra Manulife Mutual Fund

    Mahindra Manulife Investment Management Private Limited

    Invest in funds and manage your portfolio

    Invest in schemes by browsing available options and making purchases. View investment details, track portfolio performance, and manage subscriptions. Receive alerts for scheme updates and transaction confirmations.

    ★ 4.47 ratingsFinanceFreeData updated 2026-09-25
  2. Lake Central Bank App app icon

    Lake Central Bank App

    Lake Central Bank

    Check balances, transfer funds, view transactions

    Check balances and view transactions 24/7. Track pending transactions and manage fund transfers by creating, approving, canceling, or viewing them. Access transaction history and send secure messages. View branch hours and location details.

    ★ 4.899 ratingsFinanceFreeData updated 2026-09-12
  3. SBI Securities: Stocks & IPO app icon

    SBI Securities: Stocks & IPO

    SBICAP SECURITIES LIMITED

    Trade and manage investments

    Track stock prices and analyze market trends. Place buy and sell orders with real-time data. View portfolio performance and transaction history. Access research reports and expert insights. Set price alerts and manage multiple accounts.

    ★ 4.052 ratingsFinanceFreeData updated 2026-09-06
  4. SC Mobile Malaysia app icon

    SC Mobile Malaysia

    Standard Chartered

    Manage finances on the go easily.

    The app provides access to bank accounts and manages finances. Users can view balances and transactions without logging in, transfer funds, and make online payments.

    ★ 4.6178 ratingsFinanceFreeData updated 2026-09-16
  5. My Funds - Portfolio Tracker app icon

    My Funds - Portfolio Tracker

    QTech Solutions Pty Ltd

    Track investments and view performance

    Track stock and mutual fund investments with detailed performance. Select investments, enter transaction dates and amounts. View stock and NAV charts. Monitor unlimited stocks and . Calculate total profit and losses.

    ★ 3.850 ratingsFinanceFreeData updated 2026-09-08
  6. Tykr: Confident Investing app icon

    Tykr: Confident Investing

    Tykr LLC

    Invest in stocks and track market trends

    Track stock performance with real-time data and historical analysis. Set investment goals and receive risk assessments. Access educational modules for financial literacy. Compare stocks using simple-term ratings.

    ★ 4.978 ratingsFinanceFreeData updated 2026-09-06
  7. Balance: Net Worth & Budget app icon

    Balance: Net Worth & Budget

    Kango Studios LLC

    Track balances, set budgets, manage savings

    Track daily and monthly account balances across three categories: on-hand, operating cash, and net . Monitor financial progress without recording individual transactions.

    ★ 4.557 ratingsFinanceFreeData updated 2026-09-16
  8. Nivesh: Wealth Management App app icon

    Nivesh: Wealth Management App

    Providential Platforms Private Limited

    Invest, track, and grow your

    Manage investments with access to 1700+ mutual fund schemes and SIPs. Track portfolio performance and set investment goals. Schedule and manage SIPs. View detailed fund information and historical returns.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  9. BMO Canada app icon

    BMO Canada

    Bank of Montreal

    Complete everyday banking transactions quickly.

    The app allows users to view account balances and transaction history. Users can transfer funds, pay bills, and manage payees.

    ★ 4.3174 ratingsFinanceFreeData updated 2026-09-18
  10. Envestnet Client View app icon

    Envestnet Client View

    Envestnet Financial Technologies, Inc.

    Track expenses, portfolios, and manage accounts

    Account balances, transaction history, and portfolio details. Set up recurring transfers and bill payments. Receive alerts for account activity. Access investment performance reports and communicate with financial advisors.

    ★ 4.210 ratingsFinanceFreeData updated 2026-09-06
  11. MySIPonline - Mutual Fund App app icon

    MySIPonline - Mutual Fund App

    COGNUS TECHNOLOGY

    Invest in funds and SIPs

    Track investments and SIPs. Analyze portfolios and set financial goals. Receive AI-driven investment advice. Plan gold investments and take loans against funds. Manage financial goals and view investment performance.

    ★ 4.73 ratingsFinanceFreeData updated 2026-09-13
  12. ClearCheckbook app icon

    ClearCheckbook

    SiliconTrance, LLC

    View balances, track transactions, edit entries

    View account balances and transaction history in real time. Add and edit transactions manually or through syncing. Create and organize accounts and categories. Set budgets, reminders, and recurring transactions.

    ★ 3.1153 ratingsFinanceFreeData updated 2026-09-08
  13. Villa Capital app icon

    Villa Capital

    VILLA FINANCE COMPANY

    Invest in opportunities securely

    Invest in opportunities with a minimum of 1000 riyals. View investment details and track performance. Manage transactions and receive alerts. Comply with Islamic Sharia law principles.

    ★ 4.610 ratingsFinanceFreeData updated 2026-09-06
  14. Private Client Services app icon

    Private Client Services

    The Capital Group Companies Inc.

    Check balances and review assets

    Check account balances and view investment results. Review up-to-date holdings and recent transactions. Access insights from research analysts. Log in with secure multi-factor authentication. View team contact information.

    ★ 4.111 ratingsFinanceFreeData updated 2026-10-01
  15. TickerChart Live for iPad app icon

    TickerChart Live for iPad

    Uniticker FZC

    Track real-time financial data and prices

    Track real-time financial market prices with data updates. View stock prices, market trends, and company performance. Access technical analysis tools and charts. Monitor favorite stocks and track market events.

    ★ 4.5137 ratingsFinanceFreeData updated 2026-09-09
  16. UOBAM Invest Thailand app icon

    UOBAM Invest Thailand

    UOB ASSET MANAGEMENT (THAILAND) COMPANY LIMITED

    Review portfolios, access funds, transact investments

    View and manage investment portfolios with real-time updates. Receive personalized portfolio recommendations based on risk tolerance. Execute transactions, track investments, and access fund details.

    ★ 1.01 ratingsFinanceFreeData updated 2026-09-13

How we rank alternatives

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