View portfolio data and manage investments
Access portfolio data in a simple interface. View investment performance, transaction history, and account details. Receive notifications and manage access settings.
Showing 81–100 of 1,000 ranked alternatives.
THE RETIREMENT PLANNING GROUP, INC.
Review performance, track income, upload documents, link
Review investment performance and account values. View income, distributions, and net worth summaries. Upload and download documents from a secure vault. Link external accounts for consolidated financial data.
Kelly Financial Group Limited Liability Company
Access client info and share documents
Access account information and documents through a simple interface. Share files via the Client Vault. View transaction history and manage account settings. Receive updates and notifications.
Treadstone US capital, LLC
Submit invoices, track status, access credit data
Access real-time credit data for brokers. Submit invoices and track their status. View invoice details and payment history. Manage financial transactions and monitor credit reports.
DABA MARKETS INC.
Invest in stocks, bonds, and funds
Track investments in stocks, bonds, IPOs, managed funds, and venture capital. View portfolio performance and transaction history. Set up recurring investments and receive market updates.
Rise Vest Technologies Limited
In assets and track your portfolio
In global, dollar, and naira denominated assets. Set financial goals and build a personalized portfolio. Track performance, adjust investments, and receive market insights. Manage accounts, view balances, and schedule recurring contributions.
Alpine Capital Bank
View accounts, track transactions, set alerts, deposit
View account balances and transaction history. Access monthly statements and set up alerts. Deposit checks by photo. Initiate transfers and pay bills directly. Manage accounts from any location using a device.
Family Wealth Solutions, LLC
View portfolio data and reports
Access portfolio data and view reports and statements. Communicate with the Team. Navigate a simple and elegant interface for financial insights and updates.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.