Showing 201–220 of 1,000 ranked alternatives.
Leonard Rickey Investment Advisors, PLLC
Track investments and financial plan goals.
The app allows users to track investments, access reports, and stay updated on financial plans and goals. Users can view portfolio holdings, account performance, and link outside accounts for a total financial picture.
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.
Wealthica Financial Technology Inc.
Track investments and banking transactions
Track net worth by integrating accounts from banks, investments, and crypto platforms. View all assets and liabilities in one place. Analyze spending patterns and investment performance over time.
SGH Wealth Management, LLC
Monitor investments and financial data securely
Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.
WEFEA, Inc
Invest in assets and manage portfolios
Manage investments with real-time portfolio tracking and performance analysis. Set financial goals, schedule regular contributions, and monitor expenses. Access educational resources and receive market insights to inform decision-making.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.