Showing 21–40 of 1,000 ranked alternatives.
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.
ABYAN CAPITAL COMPANY
In Shariah-compliant portfolios
In Shariah-compliant portfolios, , and manage wealth through a secure . Set investment goals, track performance, and receive personalized recommendations. Open accounts quickly and monitor transactions and balances in real time.
Nhung Selly
Track crypto prices and market data
Track cryptocurrency prices in real time with support for over 3000 coins including Bitcoin, Ethereum, Litecoin, and Dogecoin. View market volume, capital, and changes. Monitor ICO and token projects. Manage a portfolio with tracking and market data.
QUIN Technologies GmbH
Track assets, monitor net worth, manage investments
Track investment portfolios with real-time updates and net worth aggregation. Add assets like stocks, ETFs, real estate, and collectibles. Visualize holdings in a single dashboard. Monitor net worth 24/7.
Excel Net Solutions Private Limited
Track mutual fund schemes and facts
View mutual fund scheme details including fund objective, features, return performance, holdings, and NAV graphs. Compare schemes by return performance. Access financial calculators. Check portfolio performance and holdings.
Tobias Feldmann
Plan your path and track financial readiness
Calculate readiness with financial projections and shortfall analysis. Track progress toward goals. Set and monitor dates. Access premium features for early shortfall detection and affordability assessments.
Scripbox Wealth Managers Private Limited
Invest in funds and SIPs
Invest in funds and set up systematic investment plans. Access personalised portfolio recommendations based on risk profile and financial goals. Monitor performance and track investments. Adjust SIPs and view detailed investment history.
StockTalk, Inc.
Optimize portfolios and track investments
Track investment performance and analyze portfolio risk. Receive personalized financial insights and recommendations. Adjust portfolio allocations and minimize capital-gains taxes. Identify and reduce fund fees.
Axel Bennani
Track , crypto, and funds in one
Track , crypto, ETFs, funds, forex, commodities, indexes, and savings in one place. View real-time portfolio performance with intraday, monthly, yearly, and all-time data.
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