Roll over pensions and manage IRAs
Manage retirement savings by consolidating and IRAs into a single IRA. Choose between Traditional, Roth, or SEP IRA accounts. Track investments, view portfolio performance, and pay annual fees based on portfolio size.
Showing 161–180 of 1,000 ranked alternatives.
AJ Bell
Buy, sell, and track investments
Manage investments by buying and selling shares, funds, trusts, and ETFs. Track portfolio performance and view detailed holdings. Set up and manage Self-Invested Personal Pensions, ISAs, and Dealing accounts.
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
Wedbush Securities, Inc.
Access accounts and manage investments
View accounts with Household Summary, Today’s Gain/Loss, and Balances. Group accounts by Non-Retirement and Retirement. Check Cash and Stocks & Related holdings. See Top Performing stocks in portfolio.
GuideStone Financial Resources
Track investments and view account details
Access investment overview and account details. View retirement plans and investment holdings. Track market performance and receive updates on account changes. Manage insurance policies and review coverage options.
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.
REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED
Invest in funds, track your portfolio, manage
Manage 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.
Kind Park LLC
Calculate finances, track health, plan travel, manage
Perform complex calculations with 35+ professional calculators covering finance, health, travel, and utilities. Input values, view examples, save favorites, and get instant results. Switch between dark and light modes. No advertisements.
BCP ADVISORS, LLC
Open accounts, invest, access funds anytime
Open an account online without minimum requirements. Manage a globally diversified portfolio. Access funds anytime. View investment performance and transaction history. Place trades and monitor market trends.
Svava Pte Ltd
Invest in stocks, bonds, and funds
Manage investments with customizable portfolios tailored to financial goals like home buying, education, retirement, and wealth growth. Track performance, set reminders, and access secure financial solutions licensed by MAS and SFC.
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.
Schwab Retirement Technologies Inc.
Manage your account remotely
Manage account with enrollment, balance checks, and investment tracking. Forecast retirement income and adjust contributions. Submit documents via secure uploads. Choose investments and rebalance.
HOXTON CAPITAL MANAGEMENT FZE
Track net worth in real time
Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.
StockTalk, Inc.
Optimize portfolios and track investments
Track investment performance and analyze portfolio risk. Receive personalized financial insights and recommendations. Adjust portfolio allocations and minimize capital-gains taxes. Identify and reduce fund fees.
Nippon Life India Asset Management Limited
Invest in funds anytime
View investment portfolios, check performance, and track returns. Manage SIPs and switch funds. Receive real-time market updates and notifications. Access research reports and expert insights. Redeem investments and view transaction history.
Asia Wealth Platform Pte Ltd
Invest in ETFs and manage your portfolio
Invest in globally diversified portfolios using low-cost ETFs. Select portfolios based on risk tolerance. Manage investments and track performance. Set up automatic contributions. Access real-time market data and research.
Circleblack Inc.
Track finances, view accounts, manage investments
Track financial accounts and investments in one place. View progress toward retirement and other goals. Receive performance data at account, goal, and total wealth levels. Benchmark against industry standards. Set and monitor financial targets.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.