Showing 1–20 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.
Betterment
In portfolios and automatically
In and through automated portfolios and expert guidance. Set financial goals, schedule regular contributions, and track progress. Adjust risk tolerance and access real-time performance reports.
Phan Nhat Đang
Calculate loans and mortgages quickly
Calculate and mortgage payments with customizable terms, interest rates, and frequencies. Display breakdowns of interest and principal. Estimate repayment time. Compare options. Export results via email or file. Save details for future reference.
Phan Nhat Đang
Calculate monthly payments
Calculate monthly payments by entering home price, down , loan term, and interest rate. Break down payments into principal, interest, property taxes, and home insurance. Include HOA fees and other costs for a detailed estimate.
Qian Wang
Plan retirement scenarios and model financial strategies
Plan retirement with Monte Carlo simulations generating 1000+ scenarios. AI advisor provides personalized recommendations. Model margin loans, tax strategies, and market volatility. Analyze real-time risk.
Quicken Inc.
Track expenses, , and manage accounts
Connect and track financial accounts to monitor income, expenses, and spending. Set budgets, categorize transactions, and view spending trends. Manage bills, savings, and investments in one place. Export reports and sync data across devices.
Univers Tech, LLC
Budgets, move money, track goals
Track income and expenses to create a personalized budget . Automatically transfer funds between accounts to save, pay off debt, and cover bills. Set financial goals and monitor progress with detailed analytics and reports.
OneUnited Bank
Check balances, transfer funds, pay bills
Check balances, transfer funds, pay bills, and view cash back offers. Locate branches and ATMs, make deposits, and activate offers. Manage accounts and access transaction history.
The Citizens Bank of Edmond
Manage finances, track expenses, access banking
Access digital banking features, manage transactions, and track savings goals. Create custom financial readiness reports. Submit direct deposit forms for early payday. Sync with financial resources from Citizens of Edmond.
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