Showing 161–180 of 1,000 ranked alternatives.
The Guardian Life Insurance Company of America
Account details and policies
Policy documents, view account details, and manage insurance coverage. Submit claims, update contact information, and track policy status. Receive notifications and communicate with financial representatives.
Strategas Research Partners, LLC
Access real-time market data and
Access reports, market analysis, and financial insights from Partners. Subscribe to view detailed macroeconomic forecasts, capital market trends, and corporate advisory content. Download and save reports for offline reading.
Evelyn Partners Group Limited
Manage investments, view portfolio values, track performance
Manage investment portfolios with real-time value tracking and performance analysis. View asset allocation, benchmarks, and recent transactions. Access documents and download valuation and tax statements. Link and view multiple accounts.
LeafLink, Inc
Manage accounts, view balances, and send payments
Log in securely with two-factor authentication or biometric login. View account balances and transaction history. Manage financial activities across all accounts. Deposit checks via check deposit. Transfer funds between accounts.
Fi-Tek, LLC
Portfolio data securely
Portfolio data including account balances, performance metrics, and asset allocations. View detailed reports and transaction history. Receive real-time updates and set up account alerts.
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.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.