Ox Road Capital
Ox Road Capital LLC
View portfolio data and manage investments
Access portfolio data in a simple interface. View investment performance, transaction history, and account details. Receive notifications and manage access settings.
Showing 21–40 of 1,000 ranked alternatives.
Ox Road Capital LLC
View portfolio data and manage investments
Access portfolio data in a simple interface. View investment performance, transaction history, and account details. Receive notifications and manage access settings.
Heritage Grove FCU
Manage finances on the go.
The app provides users with financial management tools. Users can check balances, view transaction history, transfer funds, and pay loans through a unified digital experience.
Veracity Capital, LLC
Access portfolio data securely
Access portfolio data and account information through a simple interface. View investment performance, transaction history, and client-specific reports. Request access through your primary contact.
Crestwood Advisors Group LLC
View account details and manage portfolios remotely
Access client account information and household details through a mobile interface. View balances, transaction history, and portfolio summaries. Receive updates and notifications about account activity.
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.
Grand Wealth Management, LLC
View portfolio data securely
Access portfolio data and manage investments through a secure web interface. View account balances, transaction history, and performance metrics. Receive real-time updates and communicate with financial advisors for account inquiries.
Grove Bank & Trust
Aggregate accounts in one place
Manage finances by aggregating accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set alerts for account activity. Transfer funds between accounts. Pay bills directly.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.