Showing 1–20 of 1,000 ranked alternatives.
Truxton Trust Company
Check balances and send money
Check balances, deposit checks, and view pending transactions. Access bill pay services and review online activity. Create, approve, cancel, or view funds transfers. Send and receive secure messages. Create and submit wires.
UBS AG
Manage accounts, track spending, set budgets
Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.
Willow Wealth Inc.
Invest in real estate and private equity
Invest in private markets with options in real estate, private equity, and private credit. Build custom portfolios or let the manage investments automatically. View performance metrics and manage holdings directly.
Robert W. Baird & Co.
Track portfolio value and asset allocation
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
DBS Bank Ltd
Invest, plan, and bank securely
Manage finances with investment tools, budgeting features, and payment tracking. Set reminders for bills and payments. Access account insights and use smart shortcuts for quick transactions. Monitor spending and plan expenses within the .
Industrial Alliance Insurance and Financial Services Inc.
Monitor portfolio, chat with advisor
Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.
The Bank of New York Mellon Corporation
Manage accounts and monitor investments easily.
The app allows BNY Wealth clients to manage and transact on consumer accounts and monitor investment accounts. It provides access to account details, statements, and fund transfers, along with banking features like bill pay and mobile check deposits.
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