Apps Like ZagTrader for iPhone and iPad
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.
ZagTrader screenshots
Ranked alternatives
Showing 721–740 of 1,000 ranked alternatives.
The Retirement Planning Group
THE RETIREMENT PLANNING GROUP, INC.
Review performance, track income, upload documents, link
Review investment performance and account values. View income, distributions, and net worth summaries. Upload and download documents from a secure vault. Link external accounts for consolidated financial data.
The Kelly Group
Kelly Financial Group Limited Liability Company
Access client info and share documents
Access account information and documents through a simple interface. Share files via the Client Vault. View transaction history and manage account settings. Receive updates and notifications.
Envestnet Client View
Envestnet Financial Technologies, Inc.
Track expenses, portfolios, and manage accounts
Account balances, transaction history, and portfolio details. Set up recurring transfers and bill payments. Receive alerts for account activity. Access investment performance reports and communicate with financial advisors.
Stock Journal : Trading Diary
HABBITHUB DEVELOPERS
Track trades and analyze performance
Log trades with entry and exit prices, profit or loss, strategy, and notes. Analyze past trades to identify patterns and refine strategies. Track performance metrics and set reminders for future trades. Export data for review and improvement.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.