Showing 1–20 of 1,000 ranked alternatives.
Ameriprise
Access accounts and track investments
Track accounts with real-time balance and transaction details. View portfolio performance and investment summaries. Communicate with advisors through in- messaging. Receive account alerts and activity notifications.
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.
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.
Atlantic Union Bank
View account details and manage investments
View investment accounts with a personalized dashboard showing portfolio activity, asset allocation, gains, and losses. Customize dashboard layouts. Access company details and contact information for financial team.
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.
LPL FINANCIAL CORPORATION
Access accounts, track trends, manage goals
Monitor accounts by tracking total portfolio value and viewing performance over different timeframes. Check balances, transaction history, and investment details. Set up alerts for activity and portfolio changes.
YieldStreet, Inc.
Invest in real estate and private equity
Invest in private markets with options in real estate, private equity, and private credit. Build custom portfolios or let the manage investments automatically. View performance metrics and manage holdings directly.
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.
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