Apps Like BrightPlan for iPhone and iPad
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.
BrightPlan screenshots
Ranked alternatives
Showing 241–260 of 1,000 ranked alternatives.
Freestone Capital Management
FREESTONE CAPITAL MANAGEMENT LLC
View finances, track expenses, secure documents, create
View financial overview with interactive dashboard. Generate dynamic reports on investments. Store and share documents securely with advisor. Manage budgets and track spending. Access account details and transaction history.
Warren Street Wealth Advisors
Warren Street Wealth Advisors, LLC
View performance, track holdings, access statements
View investment performance, holdings, and statements. Access account details securely. Set up alerts for transactions. Receive regular performance updates. Manage investment portfolios remotely.
Financial Calulator
Bharati Bhadaniya
Calculate loans, track savings, plan investments
Calculate loan payments, savings goals, and investment returns. Input variables to generate accurate projections. Track progress toward objectives. Export results for record-keeping.
KFH Wealth
KFH Capital Investment Company ( K.S.C.C )
Manage investments and track portfolio performance
Manage investments and monitor portfolio performance. View detailed analytics and market trends. Add, remove, or adjust holdings. Set up recurring contributions and track historical performance.
Gatewood Wealth Solutions
Gatewood Wealth Solutions, LLC
Manage finances and track investments
Access financial plans, investment performance, and cash flow data anytime. View detailed reports, track expenses, and set financial goals. Receive alerts for account activity and securely manage investments.
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.
SilverBack Mobile
Silver backs corp
Track expenses, manage accounts, set budgets
Manage finances with real-time account monitoring, transaction history, and budget tracking. Set up recurring payments and schedule transfers. Monitor real estate investments and life insurance policies.
yowlo.app
Yowlo Inc.
Analyze stocks and track market trends
Access real-time financial data and analyst reports. Screen stocks using customizable criteria. Analyze forecasts and valuation metrics. Compare company performance and market trends. Create and share investment insights.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.