Showing 1–20 of 1,000 ranked alternatives.
Circleblack Inc.
Track finances, view accounts, manage investments
Track financial accounts and investments in one place. View progress toward retirement and other goals. Receive performance data at account, goal, and total wealth levels. Benchmark against industry standards. Set and monitor financial targets.
Edward D. Jones & Co., L.P.
View accounts and track performance
View account holdings, performance, and activity. Connect external accounts to see balances. Track progress toward financial goals. Message and share documents with the team. Deposit checks and transfer funds. View and sign account-related documents.
Quicken Inc.
Track expenses, , and manage accounts
Connect and track financial accounts to monitor income, expenses, and spending. Set budgets, categorize transactions, and view spending trends. Manage bills, savings, and investments in one place. Export reports and sync data across devices.
Edelman Financial Engines, LLC
Track accounts and view progress
View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.
Morningstar, Inc.
Track investments, analyze portfolios, set goals
Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.
OneUnited Bank
Check balances, transfer funds, pay bills
Check balances, transfer funds, pay bills, and view cash back offers. Locate branches and ATMs, make deposits, and activate offers. Manage accounts and access transaction history.
Opus Labs CVBA
Track investments across exchanges and assets
Track investments across stocks, crypto, ETFs, forex, and commodities. Sync with 300+ exchanges and wallets. View real-time prices and portfolio performance. Set price alerts for specific assets. Monitor balances and transaction history.
James Bevins
Calculate interest, track growth, plan goals
Calculate compound interest to track savings, investments, or retirement growth. Input initial amount, monthly contributions, and annual rate. View projected balances over time. Adjust variables to explore different scenarios.
ABYAN CAPITAL COMPANY
In Shariah-compliant portfolios
In Shariah-compliant portfolios, , and manage wealth through a secure . Set investment goals, track performance, and receive personalized recommendations. Open accounts quickly and monitor transactions and balances in real time.
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