Check portfolio balance and track performance
Check portfolio balance and track account performance. Run custom reports and analyze investment allocation. Set up alerts and manage transactions. View detailed performance charts and historical data.
Showing 101–120 of 1,000 ranked alternatives.
DBS Bank (Hong Kong) Limited
Open accounts and manage portfolios remotely
Open a Multi-Currency Savings Account and Wealth Management Account instantly. Monitor portfolio assets, track holdings and allocations. Trade equities and ETFs in HK and US markets. Access exclusive rewards and privileges.
P-Strategic Financial Allocation SA
Access financial data securely
Access account balances and transaction history. View investment portfolios and performance reports. Schedule transfers and set spending limits. Receive real-time notifications and manage security settings.
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.
Joh. Berenberg Gossler & Co. KG
Monitor assets, manage investments, track performance
Track investment performance across time frames and analyze asset distribution by class, region, or currency. View portfolio details, set alerts, and manage digital assets securely from a mobile device.
PENTAGRAPH PARTNERS
View portfolio, track investments, manage assets
Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, track historical performance, download transaction statements, and access one-click account statements.
Wealthica Financial Technology Inc.
Track investments and banking transactions
Track net worth by integrating accounts from banks, investments, and crypto platforms. View all assets and liabilities in one place. Analyze spending patterns and investment performance over time.
Excel Net Solutions Private Limited
Track assets and manage investments
Manage financial investments with access to mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View complete portfolio reports, historical performance, and transaction statements. Download data and log in via Google email.
InvestMates Pte Ltd
Manage investments, track portfolios, set goals
Manage investments with real-time portfolio tracking and performance analysis. Set up recurring contributions and goal-based investing. Access market data and research reports. Adjust risk profiles and monitor transactions.
Ark Financial Management, LLC
Access portfolio data and manage investments
Access portfolio data, view account balances, and track investment performance. Review transaction history and generate reports. Receive alerts and manage account settings remotely.
Bellwether Associates LLP
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.
Jeannot Muller
Track portfolio performance and holdings
Track ETF holdings with real-time value calculations. Support for Accumulating and Distributing versions. View detailed portfolio breakdowns. Analyze performance trends and historical data. Set custom alerts for price changes.
HappyNest Holdings LLC
In real estate properties
Manage real estate investments by rounding up daily spending to purchase commercial properties. Track rental income, view property details, and monitor portfolio performance. Set investment goals and receive alerts for important updates.
CLIFTONLARSONALLEN LLP
View portfolio details anytime
View portfolio details, check asset allocations, and access interactive reports. Track financial goals and their achievement probabilities. Download documents and customize the interface for personalized financial insights.
Parqet Fintech GmbH
Track assets, view performance, import data
Track financial assets and performance in real time. Import accounts from major banks and brokers. View detailed analytics and benchmark comparisons. Monitor cryptocurrency holdings and cash balances. Receive automated reports.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.