Monitor investments anytime anywhere on-the-go.
The app provides real-time investment account information. Users can view summaries, holdings, performance, history, and statements, and monitor account performance with various rates of return.
Showing 21–40 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.
Edward D. Jones & Co., L.P.
View accounts and track performance
View account holdings, performance, and activity. Connect external accounts to see balances. Track progress toward financial goals. Message and share documents with the team. Deposit checks and transfer funds. View and sign account-related documents.
Westmount Asset Management Inc.
Access accounts, view balances, track performance
Access all accounts from a mobile device. View balances, holdings, and portfolio performance. Retrieve quarterly statements and other account details. Manage investments and track financial progress.
Interactive Brokers LLC
Monitor markets and place trades
Monitor market activity with real-time quotes, charts, and market scanners. Place standard orders and complex option spreads. View delayed quotes without registration or account setup.
NMMT Limited
Track super, pension, and investments securely
Manage super, pension, and investment accounts in one place. Log in securely with password, PIN, or biometric authentication. View account balances, transaction history, and insurance coverage. Track investment performance and holdings.
James Bevins
Calculate interest, track growth, plan goals
Calculate compound interest to track savings, investments, or retirement growth. Input initial amount, monthly contributions, and annual rate. View projected balances over time. Adjust variables to explore different scenarios.
Pershing, LLC
Manage investments on the go.
The app offers users access to account information, including balances, holdings, and activity. Users can view real-time quotes and place trades for equities and mutual funds if enabled by their financial institution.
PFG Private Wealth Management, LLC
Access your portfolio and financial plan anytime
Track portfolio balances, performance, and transactions with real-time updates. Monitor financial goals and progress toward retirement, savings, and other objectives.
Fidelity Investments
View retirement savings and benefits
View retirement savings, investments, and account performance. Check balances and recent contributions. Manage HSA expenses and investments. Monitor 529 plans and brokerage accounts. Access health insurance details and coverage information.
T. Rowe Price
Track, decide, and invest with confidence.
The app provides a consolidated view of T. Rowe Price and linked external accounts, showing balances, performance, and net worth.
Citizens Bank, N.A.
Accounts, view statements, transfer funds
Account summaries, statements, and transaction history at any time. Transfer funds in and out of accounts. View secure 24/7 to CD and Savings accounts.
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.
Credit Union of Texas
View statements and track balances
Check account balances anytime, deposit checks remotely, transfer funds, and view transaction history. Monitor account details including balances and transaction history. Set alerts and access branch hours and locations.
AppFolio
Track investments, view reports, submit interest
Track investment performance with detailed metrics. View and sign key documents and reports. Receive real-time project updates. Submit interest in new investment opportunities.
Brown Brothers Harriman &Co.
Track investments and connect with your team
Sign in using biometrics for secure access. Track and manage investments. Connect with relationship managers. Access tax documents, summaries, and statements. Receive alerts for trade updates and new contributions.
Leno Labs LLC
Calculate investment growth
Calculate investment growth with a . Input decimal rates and choose from seven compounding frequencies. Add monthly contributions to track potential growth over time.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.