Manage assets, plan finances, invest wisely
by Waldron Private Wealth
Curated apps similar to Waldron Client Portal, ranked by relevance and user ratings.
Set alerts for balance changes
West Valley National Bank
Finance
View and save monthly statements. Set balance alerts. Make payments to individuals or businesses. Transfer funds between accounts. Deposit checks via photo. Manage financial transactions securely.
The Bank of Baker
Finance
Bank of Baker is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
Send money across borders securely
BABB Ltd
Finance
Create and manage a financial account with security features. Send and receive micropayments globally. Track transactions and view balances. Set up recurring payments. Access financial tools for budgeting and savings.
Invest in funds, track your portfolio, manage
REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED
FinanceManage investment portfolios with real-time tracking and customizable dashboards. View performance metrics and portfolio composition. Access research-driven investment recommendations. Withdraw funds via integrated online ATM functionality.
HOXTON CAPITAL MANAGEMENT FZE
FinanceThe Hoxton Wealth app revolutionises how international and cross-border investors manage their wealth by offering a comprehensive suite of features.
Access accounts, transfer funds, view balances
Marathon Bank
FinanceView account balances and transactions instantly. Deposit checks via photo. Manage account settings and security options. Set up alerts for account activity. Transfer funds between accounts. Pay bills directly from the .
Check balances, view history, make transfers
Platte Valley Bank
FinanceCheck account balances, view transaction history, and make transfers with real-time updates. Access account details anytime from any location. Securely manage funds without storing sensitive data on the device.
View accounts, send payments, track expenses
Forward Financial Bank
FinanceView accounts and transfer funds. Pay bills, deposit checks, and manage loans. Access eStatements and stop payments. Manage users and generate account reports. View cash management details and track transactions.
Goldman Sachs
FinanceAccess your Goldman Sachs account anytime on the new GS PWM app.
Foundation CU
FinanceFoundation 24/7 is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
Check balance, track contributions, view insurance
Host-Plus Pty Limited
FinanceCheck account balance, track contributions, and view insurance details. Access member-specific information and manage account settings. Receive notifications for account updates and transaction alerts.
WealthCharts LLC
FinanceThe next generation of trading research, analysis, and execution has arrived right at your fingertips! WealthCharts brings cutting-edge tools, competition-tested strategies, and automated algorithmic analysis to retail traders and long-term investors. CHARTS Build your Watchlists with your...
Aggregate accounts, track expenses, manage budgets
Miners & Merchants Bank
FinanceAggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage budgets. Track spending patterns and receive financial insights.
Verus Bank of Commerce
FinanceVerus Bank of Commerce is your personal financial advocate.
Track crypto prices and manage portfolios
INNOWAY
FinanceTrack cryptocurrency prices in real time. View performance and individual coin details. Set price alerts and receive market updates. Monitor transactions and manage multiple crypto assets. Sync with exchange accounts for accurate data.
Track goals, plan budgets, manage finances
BrightPlan LLC
FinanceManage finances with personalized planning, goal tracking, and budgeting tools. Set financial goals and receive tailored guidance. Access educational resources like articles and live sessions.
Invest in or sell pre-IPO shares
Equityzen, Inc.
FinanceInvest in or sell shares of Pre-IPO companies. View investment opportunities, research company profiles, and manage portfolio holdings. Set up alerts for new offerings and track investment performance over time.
Monitor portfolio, chat with advisor
Industrial Alliance Insurance and Financial Services Inc.
FinanceMonitor 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.
Invest in and track your portfolio
InvestSky Financial Limited
FinanceConnect with other investors to share ideas and discuss strategies. Trade over 5000 US and track portfolio performance. Access real-time market data and receive investment insights. Set up alerts for price changes and market news.
Track expenses and set financial goals
METLIFE CONSUMER SERVICES, INC.
FinanceSecurely link accounts to track spending patterns and identify financial trends. View real-time spend data to understand habits. Use Spend Control to limit expenses and set budgeting goals.
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