Addepar provides the most recent portfolio data to advisors and their clients. Users can see net worth, performance, and asset allocation. Dive deep into the portfolio by asset class and view major transactions. Interested in Addepar, but not sure if your financial advisor uses it? Ask about Addepar in your next meeting, and get ready for a clearer financial picture at every level.... - More info on Addepar...

CECU is your personal financial advocate. It’s fast, secure and makes life easier by empowering you with the tools you need to manage your finances. Here’s what you can do with CECU: -Keep your transactions organized by allowing you to add tags, notes and photos of receipts and checks. -Set up alerts so you know when your balance drops below a certain amount -Make payments, whether you’re p... - More info on CECU...

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Friendly disclaimer: To log in your employer must offer Financial Finesse as an employee benefit. The Financial Finesse app makes it easier to take control of your financial life. It’s like having a trusted financial coach in your pocket. With the app you can: • Discover your Financial Wellness Score™ and get a personalized action plan in just five minutes. • Watch your score rise (... - More info on Financial Finesse...

How about bringing efficiency and organization to managing your small business’s finances? With Kyte, you have a simple yet complete solution for managing expenses effectively and getting a clear picture of your store’s financial health. Our intuitive tool keeps your accounts payable, costs, and expenses in check, ensuring you never miss deadlines and maintain a healthy cash flow. >> Key Fe... - More info on Kyte: Cash Flow For ...

This mobile application allows you to view account valuation, performance, and reporting information for authorized users, in an application developed specifically for mobile devices. - More info on Bridgewealth Advisor...

PRO FINANSY CLOUD SERVICES LLC presents a platform and app designed for both beginner and experienced investors! New to investing and finance? Discover the best assets for your investment portfolio using pro.finansy’s market analysis tools, beginner-friendly analyst recommendations, and ideas from a vibrant investor community. Already an experienced investor? Optimize your strategy by selectin... - More info on PRO.FINANSY: Investi...

Wholelife Fin Service is one-stop shopping for all your Financial needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: - Mutual Funds - Equity Shares - Bonds - Fixed Deposits - PMS - Insurance Key Features: - Complete Portfolio report download including all assets. - View historical Performace of your Portfolio easily - Easy login via... - More info on Wholelife Fin Servic...