Track expenses, view balances, manage budgets
Track income and expenses across multiple accounts. Monitor net worth with real-time updates. Access professional investment advice. Set financial goals and receive personalized recommendations. Sync data from various financial institutions.
Showing 161–180 of 1,000 ranked alternatives.
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
Equitable Financial Services, LLC
Plan with custom scenarios
Customize scenarios and view historical data in charts and graphs. Generate client-approved digital reports. Access structured capital strategies for volatility protection. Track portfolio performance and adjust investment allocations.
Phan Nhat Đang
Plan with accurate calculations
Calculate needs with accurate projections and monthly withdrawal estimates. Receive personalized advice to adjust savings strategies. Set financial goals and track progress over time. Adjust plans based on income and expenses.
Kango Studios LLC
Track balances, set budgets, manage savings
Track daily and monthly account balances across three categories: on-hand, operating cash, and net . Monitor financial progress without recording individual transactions.
DSPAC DIGITAL LLC
Stocks, options, and ETFs
US stocks, options, and ETFs with commission-free transactions. Access SPAC IPOs, execute unit separations and redemptions, and participate in shareholder votes. View market trends and trading ideas using the Discover Tool.
Grand Apps Avenue Company Limited
Track payments and set reminders
Track income with a calendar showing payment dates and companies. Add a widget for upcoming payments. Enable push notifications for daily updates. Sync with the system calendar.
Guided Choice Asset Management, Inc.
Customize investment plans with your data
Manage personal finances with tools for debt repayment, home buying, and retirement savings. Input account details and goals to create a customized investment plan. Set priorities and track progress toward multiple financial objectives.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.