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 421–440 of 1,000 ranked alternatives.
VisionaryWare, Inc.
Create invoices in seconds
Create and send professional invoices, quotes, and estimates in PDF format. Generate sales reports and manage multiple companies. Import or export product data. Email or print invoices instantly. Track work orders and manage business transactions.
Traders Club Ltda
Track portfolios, follow , replicate trades
Track investment portfolios and performance metrics. Follow , replicate trades, and analyze market gains. View stocks, options, futures, REITs, ETFs, mutual funds, and fixed income in one platform.
First National Bank of America
Aggregate accounts, track expenses, manage budgets
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.
Barchart.com, Inc.
Realtime data and futures trading.
The app provides streaming realtime data for futures, futures options, stocks, and forex. Users can place trades through various brokers and access customizable pages with widgets like watchlists, charts, and news.
Advancial Federal Credit Union
View balances, track transactions, send payments
View account balances and transaction history. Deposit checks via phone. Schedule payments to credit cards or loans from other institutions. Pay bills and transfer funds between eligible accounts. Connect with via phone or email.
Trustar Bank
Aggregate accounts in one place
Manage finances by aggregating accounts from multiple institutions into one view. Track transactions with tags, notes, and receipt photos. Set alerts for account activity. Transfer funds, pay bills, and view balances.
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.
AMERICAN CENTURY COMPANIES, INC.
Track and manage accounts
Monitor investment portfolios with real-time market updates and news. View performance charts and historical data. Set custom alerts for price changes and market events. Manage mutual fund and retirement plan accounts.
Community Bank of Oelwein
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipt photos. Set up alerts for account activity. Transfer funds between accounts. Pay bills directly from the .
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