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 161–180 of 1,000 ranked alternatives.
One Million $
Marcelo Reis
Save money and track your goals
Calculate monthly savings goals and track progress toward financial targets. Input investment amounts and timeframes to estimate future balances. Set reminders and view detailed breakdowns of savings and interest growth.
Spare
DNB ASA
Save money, track savings, view balances
View accounts, mutual funds, equities, and pension details. Set up regular savings in mutual funds, equities, or savings accounts. Track mutual fund performance. Log in using BankID from any bank. Monitor savings progress and set financial goals.
Bay Point
Bay Point Advisors LLC
Track investments and view account details
View account statements and track investment progress. Access personal documents and manage account details. Receive notifications for account updates and transaction alerts.
myHealthSpend
MVP Health Plan Inc
Manage health account balances and transactions
Manage health care benefits with access to account balances and transaction history. Fund HSA from checking or savings accounts. View email alerts and contact administrators via email or phone. Log in with existing credentials.
Value Research
Value Research India Private Limited
Choose mutual funds and track your investments
And compare mutual funds based on financial goals. Access data, analysis, and ratings for all mutual funds in India. Learn about investing through articles and guides on funds, stocks, insurance, NPS, and tax-saving options.
HDFC Bank SmartWealth
HDFC Bank Ltd
Invest in FDs and mutual funds
Invest in Fixed Deposits and Mutual Funds through a single platform. View portfolio performance and transaction history. Set investment goals and receive market updates. Adjust investment plans and manage holdings directly.
EquityZen
Equityzen, Inc.
Invest in or sell pre-IPO shares
Invest in or sell shares of Pre-IPO companies. View investment opportunities, research company profiles, and manage portfolio holdings. Set up alerts for new offerings and track investment performance over time.
Ivy Invest
Buena Capital Advisors, LLC
Build and manage long-term portfolios
Manage long-term investments with access to traditional and alternative assets including private equity, venture capital, private credit, and real estate. View portfolio performance, adjust allocations, and track investment timelines.
MyInvestar
First Ally Capital Limited
Invest, save, and track your money
Track and manage investment portfolios with real-time market data. Set savings goals and automate contributions. View performance charts and historical data. Receive alerts for market changes and portfolio updates.
myFlexSpend
OneSource Virtual, Inc.
View accounts, track transactions, submit claims
View account balances and transaction history. Submit reimbursement claims with supporting documents. Fund HSA accounts from linked bank accounts. Receive and review email alerts. Contact administrators via email or phone.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.