Connect with advisors and affiliates
Connect with financial advisors, asset managers, and financiers through private networking. Access exclusive content and events. Schedule and manage meetings. Share professional insights and resources. Track industry trends and opportunities.
Showing 41–60 of 1,000 ranked alternatives.
Riskalyze, Inc.
Connect with investors and track financial trends
Access event agenda and speaker details. View venue map and navigate locations. Connect with attendees through messaging. Receive updates on session schedules and educational content. Track networking opportunities and session participation.
Domain Money Inc.
Plan with expert financial advice
Create custom financial plans tailored to individual needs. Schedule consultations with certified financial planners. Receive unbiased advice for different life stages. Set financial goals and track progress over time.
Jiko Technologies, Inc.
Save and trade automatically
Save and invest in with automated trading features. Access real-time earnings updates and tax-exempt benefits. Spend money instantly via linked accounts. Track savings progress and manage transactions within the .
New Alliance Federal Credit Union Inc
Access accounts, view transactions, transfer funds, pay
Check account balances and transaction history. Transfer funds between accounts. Pay bills and view monthly statements. Set up account alerts and manage card security settings. Access customer support and view account details anytime.
RME-Ideas Limited
Track stock prices and analyze market trends
Track stock prices and market trends for US and Nigerian exchanges. View real-time data and historical performance. Set investment goals and receive alerts. Buy and sell fractional or whole shares with minimal starting amount.
Zyncas Vietnam Technology Company Limited
Trade with real-time analysis and algorithms
Track cryptocurrency prices and analyze market trends using technical and fundamental analysis tools. Receive real-time signals and execute trades directly. Set up alerts for price changes and monitor portfolio performance.
Alliance Wealth Advisors, LLC
Monitor balances, view accounts, share documents, link
Monitor personal balance sheet and view investment accounts managed by . Store, share, and send documents with advisors. Link external accounts using an account aggregation tool.
Glen Eagle Advisors, LLC
Invest in portfolios with expert guidance
Invest in expert-crafted portfolios tailored to financial goals. Track wealth across multiple accounts. Access retirement planning tools and personal finance insights. Adjust investments based on life changes and risk tolerance.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.