Track goals, plan budgets, manage finances
Manage finances with personalized planning, goal tracking, and budgeting tools. Set financial goals and receive tailored guidance. Access educational resources like articles and live sessions.
Showing 1–20 of 1,000 ranked alternatives.
Empower Annuity Insurance Company of America
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.
Iris Social Stock App Inc.
Copy trades in real-time
Automate investments by copying selected traders in real-time. Connect existing portfolios to replicate trades. Access a trader directory to choose and follow specific accounts. Track performance and manage copied trades within the portfolio.
UBS AG
Manage accounts, track spending, set budgets
Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.
Revolut Ltd
, send, and money
Manage finances with virtual and physical cards, including single-use cards for security. abroad with competitive exchange rates. Access 55+ K fee-free ATMs globally. Link external accounts to track spending.
Mission Financial Partners, LLC
Fund purchases, plant trees, save sustainably
Manage checking and savings accounts with features for spending, saving, and investing. Fund tree planting with purchases. Avoid supporting fossil fuel activities. Access unlimited ATM withdrawals at over 55,000 locations. Earn up to 3.25% APY.
Grifin LLC
Invest in companies you spend
Track spending at partnered businesses and automatically invest $1 in those companies' stocks. Set weekly investment limits and receive weekly performance reports. Manage investments and adjust limits through the .
Domain Money Inc.
Plan with expert financial advice
Create custom financial plans tailored to individual needs. Schedule consultations with certified financial planners. Receive unbiased advice for different life stages. Set financial goals and track progress over time.
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.
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