Best Ultimus Funds alternatives: apps like Ultimus Funds

5.0(1 ratings)

Free

Access your financial account details, including balances, and connect with your advisory team. This app provides a streamlined way to manage your finances and get support.

Auour by Auour Advisory LLC

Strong Contender

0.0(0 ratings)

Free

FamilyWealth™ Client by FTA Systems, LLC

Worth Considering

Solid Point Wealth Advisors

0.0(0 ratings)

Free

More apps like Ultimus Funds

Interactive financial dashboardDynamic investment reportsSecure document vault

Manage your finances with an intuitive dashboard, secure document vault, and interactive reports. This app offers budgeting tools and a comprehensive view of your financial picture, all within a secure and user-friendly mobile interface.

(1)

free

by Sovereign Wealth Management LLC

Sovereign Global

(0)

FNBRF Business Mobile Banking

by First National Bank of River Falls Inc

(0)

Pacific Crest Bank - Consumer

Pacific Crest Bank

View account balances and transaction historySet up activity alertsBill Pay and Mobile Deposit

Manage your checking, savings, and loan accounts with this mobile banking app. It offers features like bill pay, mobile check deposit, person-to-person payments, and debit card management for convenient financial control on the go.

(14)

free

performance of open-end funds

NCREIF Fund Index - ODCE

Quarterly and annual total returns28 institutional open-end fundsMarket-weighted data

Access quarterly and annual total returns for 28 institutional open-end real estate funds. Data is market-weighted and reported gross and net of fees, with some histories dating back to 1978.

(3)

free