RIQR
RIQR
Track assets and manage your portfolio
Manage and track financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements.
Apps Like Willow Financial for iPhone and iPad
View portfolio, upload files, communicate with advisor
View investment portfolios and account balances. Upload documents for review. Communicate with advisors via messaging. Access account statements and transaction history. Request portfolio adjustments and file tax documents securely.
Willow Financial screenshots
Ranked alternatives
Showing 381–400 of 1,000 ranked alternatives.
BTG Pactual Global
Banco BTG Pactual S.A.
Track transactions and view investments
View investment portfolios and account balances. Track transactions and account activities. Access personalized reports and educational content. Consolidate multiple accounts. Perform transfers and monitor investment positions.
NirmalBang Backoffice
NirmalBang Securities Private Limited
Track leisure accounts across markets
Track leisure account balances and transactions across Indian Equity, Derivatives, Commodities, and Currency markets. View real-time prices and trade history. Place orders and monitor positions. Receive alerts for market updates and account changes.
SJ Investment
Excel Net Solutions Private Limited
Track portfolio, view reports, manage investments
Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click. Log in using Google email.
PassportWM
Passport Wealth Management LLC
View account info and contact support
View account balances and transaction history. Access portfolio details and performance reports. Send secure messages and schedule appointments. Request account changes and download statements.
Vijay InvestEdge
Excel Net Solutions Private Limited
Track investments and manage portfolio assets
Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click.
Rocket Capital
Excel Net Solutions Private Limited
Track portfolio, manage assets, view reports
Manage financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download one-click account statements. Log in using Google email.
SGH Wealth Management
SGH Wealth Management, LLC
Monitor investments and financial data securely
Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.
Dama Mobile
LeafLink, Inc
Manage accounts, view balances, and send payments
Log in securely with two-factor authentication or biometric login. View account balances and transaction history. Manage financial activities across all accounts. Deposit checks via check deposit. Transfer funds between accounts.
FineMark Trust Mobile App
Commerce Bank
View and share investment details securely
Access financial information securely with fingerprint login. View a summary of total wealth and share data with advisors. Track investments and make informed decisions based on personal goals.
SAM Client App
Stansberry Asset Management, LLC
Check performance, review portfolios, track investments
Check investment performance, review portfolio details, and understand asset allocation. Subscribe to NewsFeed, download reports, view past webinars, and contact Customer Relationship Managers.
GEPL Backoffice
GEPL CAPITAL PVT LTD
Track trades across multiple markets
Track investments in Indian Equity, Derivatives, Commodities, and Currency markets. View account balances and transaction history. Place trades and manage orders. Receive real-time market data and alerts. Sync with for account updates.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.