Showing 41–60 of 1,000 ranked alternatives.
PurposePath Capital, LLC
Access accounts, view reports, and secure messages
View account balances and performance data in real time. Access client reports and securely store documents in a two-way client vault. Retrieve and send secure messages with the client.
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.
Excel Net Solutions Private Limited
Track investments and manage portfolio assets
Track and manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, generate transaction statements, and download complete portfolio reports.
Excel Net Solutions Private Limited
Track assets and manage investments
Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio performance, download complete reports, and access transaction statements. Log in via Google email.
Insynch LLP
Track portfolio assets and reports
Manage financial portfolio with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. Download complete portfolio reports. View historical performance. Access transaction statements for any period. Log in via Google email.
HOLISTIC FINANCIAL SERVICES PRIVATE LIMITED
Manage mutual funds, equity shares, bonds,
Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. Download portfolio reports, view historical performance, and access transaction statements. Log in via Google email.
Excel Net Solutions Private Limited
Track assets and download reports
Manage and monitor financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access portfolio reports, view historical performance, and download transaction statements.
Vault Wealth Limited
Manage assets and track investments
Access personalized financial advice from dedicated advisors. Manage customizable investment portfolios including equities, bonds, and market opportunities. Monitor investments and receive tailored guidance for management.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.