Track net worth, monitor assets, consolidate finances
Track real estate values and home equity. Monitor vehicle values and maintenance records. Consolidate financial assets and investments in one place. Calculate net worth and view detailed asset insights. Set reminders for financial goals and expenses.
Showing 21–40 of 1,000 ranked alternatives.
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.
growfinn wealth management private limited
Track investments and manage portfolios
Track investment portfolios with Family and Applicant Portfolio views. Review asset allocation and net worth composition. Check insurance details and scheme exposure. Monitor mutual fund and equity share investments.
Andrew Little
Track net worth and set financial goals
Track net worth by categorizing assets and liabilities. Input data manually or import from previous records. View charts to monitor financial progress. Set goals and receive alerts for spending patterns.
Sandro Stricker
Track expenses, manage assets, and update balances
Track income and expenses with quick transaction entries. Manage multiple cash, bank, and credit card accounts. Transfer funds between assets. Generate daily, weekly, monthly, and yearly financial reports.
PalmAgent Software
Generate buyer estimates and seller net sheets
Calculate closing costs and generate buyer estimates and seller net sheets for real estate transactions. Input property details to receive accurate calculations. Customize email and printout templates for client communication.
Heritage Capital Corporation.
Browse and bid on rare collectibles
Browse and search for US and world coins, rare currency, fine art, vintage comics, movie posters, jewelry, handbags, sports memorabilia, books, and more. Filter by category, price, and condition.
Proxy Digital, LLC
Track assets, protect wealth, build net worth
Track and review all assets including properties, vehicles, and personal valuables. Monitor net worth changes and set goals for growth. Optimize insurance coverage and receive alerts for policy updates.
8FIGURES Inc.
Track portfolios, analyze risks, invest wisely
Track portfolio performance with real-time P/L and benchmark comparisons. Analyze risks and receive asset-allocation recommendations. Link multiple accounts including banks, brokers, and crypto wallets.
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.
Quicken Inc.
Track expenses, , and manage accounts
Connect and track financial accounts to monitor income, expenses, and spending. Set budgets, categorize transactions, and view spending trends. Manage bills, savings, and investments in one place. Export reports and sync data across devices.
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.
BC Analytics, LLC
Track crypto, metals, and stocks in real
View real-time asset prices for cryptocurrencies, precious metals, and stocks. Track relevant assets with minute-by-minute updates. Members can access risk analysis metrics to assess investment risk. Check risk values for each asset.
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.
START TECHNOLOGY SOFTWARE LIMITED
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.
Stock Alert ApS
Track stocks, crypto, and forex in real-time
Track stocks, crypto, forex, and other assets with real-time quotes. Create watchlists and set custom for price changes. Receive instant notifications when assets meet specified criteria. Monitor portfolios 24/7 with automated alerts.
MURAT ISIKLAN
Track assets, monitor portfolios, and manage investments
Track and manage multiple asset types including stocks, crypto, commodities, and funds. View total net worth and performance metrics. Input and update portfolio data manually for accurate valuation. Analyze performance and set financial goals.
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