Showing 21–40 of 1,000 ranked alternatives.
Alerus Financial Corporation
Check balances and view investments
Access account information using existing login credentials. Check balances, view investment performance graphs, and review contributions. Receive alerts, monitor loan data, and see personal rates of return.
Apollon Wealth Management, LLC
View account info and balances
View account details and balances. Access performance reports and transaction statements. Track gains and losses. See estimated income yield. Manage portfolio performance and financial data.
Global Wealth Strategies & Associates, LLC
View accounts, track balance, contact advisor
View account balances and portfolio performance in real time. Review statements and transaction history. Contact advisors directly. Access daily updated dashboards and performance reports. Manage personal balance sheet and account activity.
One Wealth Management Investment And Advisory Services, LLC
View account info, track portfolio performance, monitor
View account information and balances. Track portfolio performance and asset allocation. Analyze historical performance data. Monitor investments with a user-friendly interface.
Uptick Partners, LLC
View portfolios in real time
View portfolios in real time with up-to-date holdings and performance data. Access simplified reports and sync held-away accounts. Receive notifications from your advisor. Track recent trades and transactions from anywhere.
Westmount Asset Management Inc.
Access accounts, view balances, track performance
Access all accounts from a mobile device. View balances, holdings, and portfolio performance. Retrieve quarterly statements and other account details. Manage investments and track financial progress.
Access Community Credit Union
Accounts, transfer funds, view transactions, and authenticate
Accounts anytime for balance and transaction views. Deposit checks remotely. Transfer funds between accounts. Pay bills directly. Use Touch ID or Face ID for secure log-on.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.