Track investments and banking transactions
Track net worth by integrating accounts from banks, investments, and crypto platforms. View all assets and liabilities in one place. Analyze spending patterns and investment performance over time.
Showing 21–40 of 1,000 ranked alternatives.
OneUnited Bank
Check balances, transfer funds, pay bills
Check balances, transfer funds, pay bills, and view cash back offers. Locate branches and ATMs, make deposits, and activate offers. Manage accounts and access transaction history.
MURAT ISIKLAN
Track assets, monitor portfolios, and manage investments
Track and manage multiple asset types including stocks, crypto, commodities, and funds. View total net worth and performance metrics. Input and update portfolio data manually for accurate valuation. Analyze performance and set financial goals.
Rise Companies Corp
In real estate and private credit
Manage private real estate investments by allocating funds to properties. Track portfolio performance and cash flow. View detailed investment reports and manage holdings. Access market analysis and investor insights.
T. Rowe Price
Track, decide, and invest with confidence.
The app provides a consolidated view of T. Rowe Price and linked external accounts, showing balances, performance, and net worth.
DBS Bank Ltd
Invest, plan, and bank securely
Manage finances with investment tools, budgeting features, and payment tracking. Set reminders for bills and payments. Access account insights and use smart shortcuts for quick transactions. Monitor spending and plan expenses within the .
Altruist Corp
Track investments and view performance metrics
View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.
Pockett Pte. Ltd.
Track income, expenses, and investments
Track income, expenses, budgets, investments, stocks, and crypto in one . Manage accounts and transactions in any currency. View financial data on a customizable dashboard. Analyze spending trends across accounts. Set and monitor budget limits.
Ploutos Studios LLC
Track expenses, investments, and net worth
Track income and expenses across multiple accounts. Set budgets and monitor spending. View net worth and investment portfolios. Schedule and automate transfers. Receive alerts for account activity. Generate reports and set financial goals.
Houston Trust Company
View portfolio, send messages, track transactions
View portfolio details including net worth, holdings, transactions, and asset allocation. Retrieve statements and create custom account groups. Send secure messages to team. Use 2-factor and biometric authentication for security.
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.
Atlantic Union Bank
Track investments and view holdings
View investment holdings, asset allocations, and transaction history. Access a dashboard showing account balances, market value, and investment breakdowns. Track performance with visual charts and graphs.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.