ModernAdvisor app icon

Apps Like ModernAdvisor for iPhone and iPad

by Modern Advisor Canada Inc.★ 0.00 ratingsFinanceFreeData updated 2026-09-10

ModernAdvisor screenshots

Ranked alternatives

Showing 21–40 of 1,000 ranked alternatives.

  1. Morningstar for iPad app icon

    Morningstar for iPad

    Morningstar, Inc.

    Track portfolios, research stocks, monitor markets

    Monitor market trends and track portfolio performance with real-time data. Research stocks, mutual funds, ETFs, and CEFs. View investment commentary, news, and videos. Customize portfolio tools and access comprehensive financial data.

    ★ 4.58,878 ratingsFinanceFreeData updated 2026-09-08
  1. EFE app icon

    EFE

    Edelman Financial Engines, LLC

    Track accounts and view progress

    View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.

    ★ 4.67,564 ratingsFinanceFreeData updated 2026-09-11
  2. FactSet app icon

    FactSet

    FactSet Research Systems, Inc.

    ★ 4.6366 ratingsFinanceFreeData updated 2026-09-18
  3. Hapi: Invest in U.S. Stocks app icon

    Hapi: Invest in U.S. Stocks

    Hapi Corp.

    In and ETFs from Latin America

    In and ETFs with fractional share purchases starting at USD 5. View portfolio performance and track investments. Access educational resources and market news. Deposit funds using local payment methods.

    ★ 4.61,093 ratingsFinanceFreeData updated 2026-10-04
  4. Webull Tablet-Advanced Trading app icon

    Webull Tablet-Advanced Trading

    Webull Technologies Pte. Ltd.

    Trade stocks, ETFs, and options with zero

    Trade stocks, ETFs, and options with zero commission. Open brokerage and IRA accounts without minimum deposits. Invest in individual stocks or ETFs starting at $5. Set up recurring investments aligned with market benchmarks.

    ★ 4.2617 ratingsFinanceFreeData updated 2026-09-06
  5. BenefitsForYou app icon

    BenefitsForYou

    CMFG LIFE INSURANCE COMPANY

    Track retirement accounts anytime

    Monitor retirement accounts with 24/7 access. View 401k and other savings plans from a single account. Use RetireOnTarget to plan retirement income. Track current and projected retirement income levels. Set and adjust retirement income goals.

    ★ 1.7249 ratingsFinanceFreeData updated 2026-09-11
  6. TradeUP: Trade, Invest & Save app icon

    TradeUP: Trade, Invest & Save

    TRADEUP INC

    Trade stocks, ETFs, and options

    Trade stocks, ETFs, and options with zero commission fees. No fees on options trading. Access markets Monday to Friday. Subscribe to IPOs with one click. View real-time quotes and order execution. Manage portfolios and track performance.

    ★ 4.0337 ratingsFinanceFreeData updated 2026-09-21

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.