Record assets and track ownership
Track and manage financial assets including properties, pensions, investments, bank accounts, and insurance policies. Categorize assets, record account details, assign values, and define ownership.
Showing 21–40 of 1,000 ranked alternatives.
Ledger SAS
Manage assets securely
Manage digital assets with secure storage, sending, receiving, buying, selling, swapping, staking, and using . View balances, track transactions, and access market data. Set up multi-signature wallets and enable hardware security module integration.
Opus Labs CVBA
Track investments across exchanges and assets
Track investments across stocks, crypto, ETFs, forex, and commodities. Sync with 300+ exchanges and wallets. View real-time prices and portfolio performance. Set price alerts for specific assets. Monitor balances and transaction history.
Jack Xuan
Track expenses, set goals, manage budgets
Track expenses, create budgets, and set financial goals. View spending reports and charts. Monitor progress toward savings targets. Manage multiple accounts and categorize transactions. Receive alerts for budget limits. Sync data across devices.
Robert W. Baird & Co.
Track portfolio value and asset allocation
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
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.
Rise Vest Technologies Limited
In assets and track your portfolio
In global, dollar, and naira denominated assets. Set financial goals and build a personalized portfolio. Track performance, adjust investments, and receive market insights. Manage accounts, view balances, and schedule recurring contributions.
fmine, inc
Trade digital assets with ZK technology
Trade cryptocurrencies and digital assets with real-time price data and order execution. View portfolio performance and transaction history. Set price alerts and manage account security with two-factor authentication.
Tomer Shalom
Track assets and liabilities
Track net worth by entering assets like real estate, bank accounts, and stocks, and liabilities such as loans and mortgages. Update portfolio regularly to monitor progress toward financial goals. View progress visuals and asset allocation charts.
Concreit, Inc
Invest in shares
Invest in by purchasing shares in rental properties. Manage a diversified portfolio with auto-investments. Track cash flow and view property performance metrics. Set up recurring investments and monitor account growth.
YouQian
Pay bills without ads
Manage financial assets by linking bank cards, Alipay, WeChat, and cash wallets. Track liabilities and net assets with detailed statistics. Organize expenses using two-level classifications and custom icons.
Beijing Bsht Network Technology Co. Ltd.
Buy, sell, and track assets
Manage portfolio with a dashboard to track assets and view market data. Buy, sell, and convert with one-click trading. Access trading tools and explore DeFi opportunities. Monitor price changes and stay updated on market movements.
The Great Eastern Life Assurance Company Limited
Access policies and update details securely
Access insurance and investment policies securely with biometric login. Update personal details instantly. View coverage summaries and policy values. Manage payments and update payment methods.
Beeblesoft Ltd
Track net and update assets automatically
Track net with unlimited portfolios and assets. Manually update bank accounts, credit cards, and real estate. Automatically track stocks, ETFs, and crypto with real-time prices. Monitor dividends, cost basis, and unrealized gains or losses.
Sarwa Digital Wealth BVI Limited
Invest, , and securely
Manage investments with real-time trading of stocks and ETFs. money with estimated returns of over 4%. Track and transfer funds from a UAE AED account. Set up investment plans and monitor performance.
Compound Financial, Inc
Track net worth and manage assets
Track net worth, investments, real estate, and liabilities in real time. Organize financial data into a centralized dashboard. Securely store and tag tax, financial, and estate documents. Automatically update financial information.
UFI PTE. LTD.
Track assets and rewards
Track assets across multiple exchanges. View balances, transaction history, and performance metrics. Earn rewards on BTC, ETH, USDT, and USDC with compounding interest. Set fixed or flexible earning durations.
Miluka Ventures Inc.
Organize receipts and track expenses
Organize receipts by scanning and saving them securely. Track home and business inventory details. Manage insurance policies and expenses. Upload receipts via email. Categorize and store receipts digitally. Monitor spending and inventory changes.
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