Manage client portfolios and communications
Access client account information, view portfolio performance, and receive personalized insights. Schedule calls, send messages, and access educational resources. Receive real-time updates and alerts on account activity.
Showing 21–40 of 1,000 ranked alternatives.
Fundify Advisors LLC
Invest in startups and build portfolios
Invest in startups automatically through a diversified portfolio of early-stage companies. View investment details, track performance, and manage contributions. Receive updates on fund performance and company progress.
Brown Brothers Harriman &Co.
Track investments and connect with your team
Sign in using biometrics for secure access. Track and manage investments. Connect with relationship managers. Access tax documents, summaries, and statements. Receive alerts for trade updates and new contributions.
ASEEL CAPITAL COMPANY
Invest in real estate funds
Invest in real estate and investment funds through crowdfunding. View project details, set funding goals, and track returns. Manage portfolios, receive updates, and access investor reports.
PitchBook Data Inc
Access insights and collaborate instantly
Access real-time financial data and industry news tailored to your sector. Track capital market activities, conduct due diligence, and collaborate with team members. Share insights and connect with professionals in VC, PE, and M&A spaces.
TAMRA CAPITAL COMPANY
In ETFs and manage your portfolio
Manage investments with automated portfolio management and diversification across exchange-traded funds. Set financial goals, track performance, and adjust allocations. Receive market insights and access account statements.
IB Oasis Corp.
Connect with finance professionals and discuss industry
Access discussion threads and forums for finance career advice. Search for job opportunities and company insights. Connect with professionals through the mentor network. View financial modeling courses and educational content.
Texas Capital Bank
View accounts, track transactions, print statements
View account balances and transaction details. Access and print monthly e-statements. Set up direct deposit. Transfer funds between accounts or linked banks. Deposit checks via device camera. Pay bills directly from the .
ABYAN CAPITAL COMPANY
In Shariah-compliant portfolios
In Shariah-compliant portfolios, , and manage wealth through a secure . Set investment goals, track performance, and receive personalized recommendations. Open accounts quickly and monitor transactions and balances in real time.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.