Best Euroz Hartleys Xplan Apps

Stock Plan

Morgan Stanley at Work

Free

Manage your stock plan accounts on the go with this mobile application. View your balance, track vesting schedules, sell shares, and exercise options. Interactive visualizations provide key account information at a glance, with secure login options.

Paranoia — Who's Watching You

It's not paranoia.

Free

This app provides a privacy score for companies and apps you use, based on how they collect, share, and secure your data. It offers detailed company files, sourced claims, and ownership information, with an optional subscription for enhanced features and alerts.

Wealthscape Investor℠

by National Financial Services LLC

Free

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

Goat Funded (GFT)

Prove your skills, get rewards

Free

This app provides performance analytics and reporting, allowing users to review historical data, monitor progress, and gain insights. It offers a centralized dashboard for viewing reports and tracking key metrics from external platforms, but does not support trading or financial transactions.

3kle: Banking, Loans, Payments

Digital Banking Super App

Free

Manage your finances, conduct transactions, and access various banking services with this comprehensive digital banking app. It offers features for account management, secure payments, loans, budgeting, and savings goals.

Get Access

Private Market Deals

Free

This app serves as a companion to a private market membership, allowing users to browse curated deal information, review company details, and manage their account. It facilitates access to private market opportunities by presenting deal specifics and then seamlessly directs users to an external platform for transaction completion.

Operandio

Multi-Unit Operating System

Free

This platform helps frontline teams manage operations and ensure compliance across multiple locations. It offers features like brand audits, digital food safety, training, SOPs, task management, and employee communication.

Shareworks

Morgan Stanley at Work

Free

Manage your equity plan on the go. View your portfolio, track events, and complete transactions like selling shares or exercising options. Securely access your financial data and manage your employee stock purchase plan.

Edaa

الايداع

Free

This finance app provides investors with a mobile platform to manage their investment accounts. It allows users to view their profile, check portfolios, review historical transactions, and access account statements and news. Registration on the website is required before using the app.

Advyzon

By Advyzon

Free

Manage client information, notes, tasks, and documents on the go. This app provides advisors with essential tools for client management in a mobile-friendly format.

Equitable Mobile App

Advice•Protection•Retirement

Free

Manage your financial accounts, investments, and retirement plans conveniently on the go. Access account details, documents, and update your profile. Connect with your financial professional and customer service.

Meta Viewpoints

Complete tasks & surveys

Free

Earn rewards by participating in surveys, tasks, and research. You control what data is shared and how it's used. Your contributions help improve apps and services.

Milliman Mobile Benefits

by Milliman, Inc.

Free

Access and manage your employer-sponsored retirement plan details conveniently and securely on your mobile device. View contributions, investments, statements, and personal rates of return. Make changes to savings and fund transfers directly from the app.

American Century Investments

Invest for What Matters Most

Free

Manage your investments on the go with this app. Track balances, view performance, make additional investments, and access important documents. It helps you stay informed about market activity and your financial goals.

AdviceWorks®

Client Access

Free

Manage your complete financial overview on the go. This app offers tools for seamless control, enhanced collaboration with your financial professional, and secure document storage. Stay informed about your accounts, net worth, and performance with intuitive features.