Apps Like EFE for iPhone and iPad
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.
EFE screenshots
Ranked alternatives
Showing 181–200 of 1,000 ranked alternatives.
Wealthcube Endeavours
Excel Net Solutions Private Limited
Track assets and manage investments
Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, download portfolio reports, and access transaction statements. Log in via Google email.
Running Point Capital
Running Point Capital Advisors, LLC
Access portfolio and financial data securely
Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.
Alliance Wealth
Alliance Wealth Advisors, LLC
Monitor balances, view accounts, share documents, link
Monitor personal balance sheet and view investment accounts managed by . Store, share, and send documents with advisors. Link external accounts using an account aggregation tool.
Johnson and White
Johnson and White Wealth Management, LLC.
View account info, check balances, contact advisor
View account balances and transaction history. Contact advisors directly through the . Access investment statements and portfolio details. Send secure messages and schedule appointments. Manage account settings and notifications.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.