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.
Apps Like Firenze for iPhone and iPad
Ranked alternatives
Showing 221–240 of 1,000 ranked alternatives.
Proinvest
PROINVEST WEALTH MANAGERS PRIVATE LIMITED
Track investments and view portfolio updates
Track investment portfolios with Family and Applicant Portfolio views. Review asset allocation and net worth composition. Check insurance details and scheme-specific information. Monitor mutual fund and equity share investments.
Premier Path Wealth Partners
PREMIER PATH WEALTH PARTNERS, LLC
View portfolio data and track investments
View portfolio data and financial information through an intuitive interface. Monitor account balances, holdings, and investment performance. Track account activity and interact with the team for support.
MCWS Client App
McKinley Carter Wealth Services, Inc
Check portfolio balance and track performance
Check portfolio balance and track account performance. Run custom reports and analyze investment allocation. Set up alerts and manage transactions. View detailed performance charts and historical data.
Finalyca App
Finalyca Technologies Private Ltd
Invest in PMS, MF, and AIFs
Manage investment portfolios with analytics, fund comparison, and portfolio X-ray tools. Track performance across PMS, MF, ULIPS, and AIFs. Set personalized alerts and access real-time data from 300+ AMCs.
NBK Wealth
Watani Investment Company K.S.C.C
Manage assets, plan finances, invest wisely
Manage investments, plan finances, and access advisory services. Track portfolio performance, set financial goals, and receive personalized recommendations. Schedule meetings, view account statements, and communicate with advisors securely.
How we rank alternatives
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