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 61–80 of 1,000 ranked alternatives.
CMFG LIFE INSURANCE COMPANY
Track retirement accounts anytime
Monitor retirement accounts with 24/7 access. View 401k and other savings plans from a single account. Use RetireOnTarget to plan retirement income. Track current and projected retirement income levels. Set and adjust retirement income goals.
Beyond Finance Inc.
Review accounts and track progress
Review program progress and enrolled accounts. Connect with Client Success Team for support. Receive personalized tips and guidance.
Ainvest Fintech, Inc.
Sync accounts and trade stocks
Sync accounts to manage portfolios. Analyze trades and evaluate performance. Receive AI-driven insights for investment decisions. Execute trades and monitor market trends in real time. Set and track financial goals with personalized recommendations.
Univest Bank and Trust Co
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. Track transactions, add tags and notes, and attach receipt photos. Set balance and transaction alerts. Manage budgets and view spending trends.
Webster Financial Corporation
Manage accounts, deposit checks, view balances
Manage accounts with instant balance checks and check deposits via camera. Transfer funds between accounts and add payees for bill payments. Use Zelle to send and receive money securely.
Chartway Federal Credit Union
View accounts, send money, replace card info,
View accounts at a glance and make person-to-person payments. Replace debit or credit card information easily. Navigate across devices and manage budgets with financial tools. Set alerts, control card access, and receive travel notifications.
Heritage South Community Credit Union
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 up alerts, schedule payments, and monitor account balances in real time.
Texas Trust Credit Union
Manage finances with fingertip access.
The app provides access to financial management tools, including fund transfers, loan payments, and external bank transfers. It features secure messaging, mobile check deposit, and card management within an updated interface.
Corazo 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 or balance changes. Manage budgets and view spending trends.
The Edge Communications Sdn Bhd
Track portfolios, analyze data, stay informed
Access real-time financial news from regional and global sources. Track stock prices, analyze market trends, and view portfolio performance. Receive daily stock recommendations and use built-in tools for data-driven decision making.
Colorado 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 balance alerts and manage budgets. View spending patterns and receive financial insights.
PRO FINANSY CLOUD SERVICES LLC
Invest in assets and track your portfolio
Track stock prices and market trends in real time. Analyze investment opportunities with news and expert insights. Manage portfolios with customizable watchlists and performance charts.
BTC Bank
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 trends and receive security alerts.
Androscoggin Savings Bank
Manage accounts, transfer funds, track expenses
Check account balances and review transactions. Set alerts for account activity. Transfer funds internally or externally. Link external bank accounts. Manage budgets and track spending. Securely access financial tools on multiple devices.
BOUBYAN CAPITAL INVESTMENT COMPANY
Trade stocks and manage portfolios across seven
Place buy and sell orders in seven regional markets. View real-time market data and customize watch lists for subscribed markets. Track order status and access account information through the .
OnPath Federal Credit Union
Check balances and view transactions
Check balances and view transaction history across checking, savings, and loan accounts. Deposit checks remotely and access statements. Send and receive money instantly via Zelle. Pay bills directly from the . Set up account alerts and notifications.
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