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 201–220 of 1,000 ranked alternatives.
WealthZero
WealthZero, LLC
Track debts, save, and invest smarter
Track expenses and categorize transactions. View net worth by linking accounts securely. Access daily AI-driven insights on portfolio performance. Set savings and investment goals. Automate debt repayment strategies.
Bowman Estate Planning
START TECHNOLOGY SOFTWARE LIMITED
Record assets and track ownership
Track and manage financial assets including properties, pensions, investments, bank accounts, and insurance policies. Categorize assets, record account details, assign values, and define ownership.
Enrichwise Premium Wealth App
Enrichwise Consultancy Services Private Ltd
Manage mutual funds, equity shares, bonds,
Manage and track investments in mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download complete reports, and access transaction statements. Log in with Google email.
DP TradeKING - MF
DP TRADE KING PRIVATE LIMITED
Track portfolio, manage assets, view reports
Manage and monitor investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. Download complete portfolio reports, view historical performance, and access transaction statements.
PENTAGRAPH
PENTAGRAPH PARTNERS
View portfolio, track investments, manage assets
Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, track historical performance, download transaction statements, and access one-click account statements.
CRVJ Investment Services
Excel Net Solutions Private Limited
Track assets and manage investments
Manage financial investments with access to mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View complete portfolio reports, historical performance, and transaction statements. Download data and log in via Google email.
FineMark Trust Mobile App
Commerce Bank
View and share investment details securely
Access financial information securely with fingerprint login. View a summary of total wealth and share data with advisors. Track investments and make informed decisions based on personal goals.
BCG Retirement
Horace Mann Service Corporation
Track portfolio values in real time
Manage account information with real-time portfolio tracking and 24-hour access. View balances, contributions, and return rates. Access plan details and account information directly from the device.
Betamfwala
Excel Net Solutions Private Limited
Track assets and manage investments
Track and manage mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download transaction statements, and generate complete portfolio reports.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.