Showing 41–60 of 1,000 ranked alternatives.
Investment One Financial Services Limited
Invest in stocks and fixed assets
Track portfolio performance by asset class or overall. View real-time market data and historical trends. Buy and sell Nigerian stocks and fixed assets. Set goals and receive alerts for market changes. Manage transactions and monitor account balances.
TrueWealth Advisors LLC
View account valuation and performance
View account valuation, performance, and activity in a secure interface. Access real-time data and transaction history. Set up alerts for account changes. Manage portfolio details and investment settings.
Fiducient Advisors LLC
View portfolio data securely
View portfolio data including asset allocation, performance metrics, and transaction history. Access account statements and tax documents. Receive notifications about market changes and portfolio updates.
Cresta Advisors, LTD.
View finances, track expenses, secure documents, create
View financial data through an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely with a document vault. Manage budgets and track spending.
Ballast Advisors, LLC
View finances, track expenses, secure documents, create
View financial data through an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely with a financial advisor. Access budgeting tools and manage financial documents.
Legacy Financial Advisors, LLC (U.S.)
Access accounts and documents
View newsfeed, attend Zoom calls with , access eMoney client portal, review Black Diamond performance reports, and communicate directly with .
Index Fund Advisors, Inc
Connect with and track your investments
Connect with Wealth via phone, email, or Facetime for personalized financial guidance. Read and share evidence-based investing articles. Watch educational interviews and documentaries on investment topics.
Americas First Federal Credit Union
Check balances, make deposits, find branches
Check account balances and view last five transactions without signing in. Deposit checks, transfer funds, and locate nearby branches or ATMs using GPS. Access credit card details, sign up for e-statements, and make payments.
AI ADVISORS LLC
Invest in stocks and manage your portfolio
Manage investments with real-time market data and automated portfolio adjustments. Set financial goals and track performance. Receive personalized recommendations from an AI advisor. View detailed analytics and historical trends.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.