Access brokerage accounts on mobile.
The app provides access to user accounts across various brokerage companies. It can be white-labeled to reflect a client's identity and theme for financial institutions.
Showing 181–200 of 1,000 ranked alternatives.
Interfaith Federal Credit Union
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one view. Track transactions with tags, notes, and receipt photos. Set alerts for spending thresholds. Transfer funds between accounts. View balance summaries and recent activity.
Northstar Bank MI
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set alerts for account activity. Manage budgets and track spending.
LEA COUNTY STATE BANK
Aggregate accounts in one secure view
Aggregate financial accounts from multiple institutions into one view. Track transactions with tags, notes, and receipt photos. Set balance alerts and manage spending habits. View account details and transaction history. Send money to contacts.
Southeastern Credit Union
Aggregate accounts, track balances, manage budgets
View all financial accounts in one place, including accounts from other institutions. Track balances, transactions, and spending patterns. Set up alerts for account activity.
Equity Bank NA
Review balances and transactions
Review account activity and balances. View credit card transactions. Open new accounts. Link and monitor external financial institutions. Access statements anytime. Transfer funds between accounts and to other institutions. Pay bills instantly.
Chaffey Federal Credit Union
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. Track transactions with tags, notes, and receipt photos. Set balance alerts and manage budgets. View spending patterns and receive financial insights.
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.