Showing 21–40 of 1,000 ranked alternatives.
Equitable Financial Services, LLC
Manage accounts, view history, access documents
Access accounts using FaceID or TouchID. View all accounts in one place. Access up to seven years of documents. Review balances and activity. Adjust investment options. Update personal information. Schedule transactions.
Riskalyze, Inc.
Connect with investors and track financial trends
Access event agenda and speaker details. View venue map and navigate locations. Connect with attendees through messaging. Receive updates on session schedules and educational content. Track networking opportunities and session participation.
Jacobson & Schmitt Advisors, LLC
View net worth and financial plan anytime
View real-time net worth and financial plan details. Track investments, expenses, and income. Receive alerts for account changes. Update financial goals and view performance reports. Sync with banking accounts for accurate data.
Starburst Labs, Inc.
Manage client data and track firm activities
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Farm Tilley, LLC
Access data and financial reports
Access data, predictive analytics, and financial reports. View key metrics, generate custom reports, and track financial performance. Collaborate with advisors to analyze trends and make informed decisions.
S&P Global Market Intelligence LLC
Access real-time data and market news
Access company financials, market data, and news. View filings and key metrics. Search for stocks and analyze financial reports. Set alerts for market changes. Sync with desktop for comprehensive data access.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.