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 41–60 of 1,000 ranked alternatives.
myRasameel
Rasameel Investment Company
Monitor investments and chat with advisors
Track investments in equity markets and real estate. Monitor portfolio performance and receive guidance from account officers. Chat with advisors for investment decisions and manage account details.
alooola
Glen Eagle Advisors, LLC
Invest in portfolios with expert guidance
Invest in expert-crafted portfolios tailored to financial goals. Track wealth across multiple accounts. Access retirement planning tools and personal finance insights. Adjust investments based on life changes and risk tolerance.
Waldron Client Portal
Waldron Private Wealth
Manage assets, plan finances, invest wisely
Track investment portfolios, view account balances, and receive performance reports. Schedule and manage meetings with financial advisors. Access educational resources and update personal financial information securely.
GS Custody Solutions
Goldman Sachs
View portfolio, track positions, access history
View portfolio summaries, positions, and transaction history. Check account balances and review trade details. Execute actions on high-priority items. Receive secure login access via fingerprint or password.
Index Fund Advisors
Index Fund Advisors, Inc
Connect with and track your investments
Connect with Wealth via phone, email, or Facetime for personalized financial guidance. Read and share evidence-based investing articles. Watch educational interviews and documentaries on investment topics.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.