Showing 1–20 of 1,000 ranked alternatives.
Fiducient Advisors LLC
View portfolio data securely
View portfolio data including asset allocation, performance metrics, and transaction history. Access account statements and tax documents. Receive notifications about market changes and portfolio updates.
Crestwood Advisors Group LLC
View account details and manage portfolios remotely
Access client account information and household details through a mobile interface. View balances, transaction history, and portfolio summaries. Receive updates and notifications about account activity.
ADP, Inc
Access payroll, track time, manage benefits
View payroll data, manage time and attendance, access benefits information, and track HR metrics. Submit time cards, approve requests, and receive notifications. Sync with ADP products for real-time updates and settings adjustments.
U.S. Bancorp
Manage accounts, send money, track balances
Check balances, transfer funds, and pay bills directly. View accounts and credit scores in one place. Set travel alerts, lock or unlock cards, and receive notifications for suspicious activity or low balances.
Webull Technologies Pte. Ltd.
Invest and manage your wealth
Deposit funds to earn bonus interest rates. Manage investments with cash management tools and IRA matching. Trade stocks, ETFs, and options with zero commissions. Access market insights and predictive tools for decisions.
Personal Capital Corporation
Track expenses, plan budgets, manage accounts
Manage all financial accounts in one place. View net worth, track investments, and plan for retirement. Set budgets, monitor spending, and receive personalized financial insights. Sync accounts and access real-time market data.
First Oak Wealth Management LLC
Access portfolio data securely
Access portfolio data and manage investments through a simple interface. View account balances, transaction history, and performance metrics. Receive real-time updates and alerts. Communicate with advisors and request support directly.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.