Parallel Financial Partners app icon

Apps Like Parallel Financial Partners for iPhone and iPad

by Parallel Financial Partners, LLC★ 0.00 ratingsFinanceFreeData updated 2026-09-15

Parallel Financial Partners screenshots

Ranked alternatives

Showing 161–180 of 1,000 ranked alternatives.

  1. Hohimer Wealth app icon

    Hohimer Wealth

    Hohimer Wealth Management LLC

    View portfolio, generate reports, store documents

    View financial portfolio with an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely via a document vault. Access additional financial tools and features.

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-21
  1. Washington Financial Bank app icon

    Washington Financial Bank

    Washington Financial Bank

    Bank on the go easily.

    The app allows users to perform banking tasks remotely. Users can check account balances, search transactions, pay bills, transfer funds, and deposit checks.

    ★ 4.5345 ratingsFinanceFreeData updated 2026-10-20
  2. Team Hewins, LLC app icon

    Team Hewins, LLC

    Team Hewins, LLC

    Track expenses, budget, and secure documents

    View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a document vault. Manage budgets and track financial progress.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-16
  3. Bragg Client Portal app icon

    Bragg Client Portal

    Bragg Financial Advisors, Inc.

    Track expenses, budget, and secure documents

    View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely via a document vault. Access budgeting tools and additional financial features.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-16
  4. Workplay: AI Financial Planner app icon

    Workplay: AI Financial Planner

    Workplay LLC

    Manage accounts, budgets, and goals automatically

    Manage finances by consolidating accounts, budgets, and goals in one place. Automate planning based on life changes. Categorize transactions automatically without manual spreadsheets. View comprehensive insights and progress.

    ★ 5.016 ratingsFinanceFreeData updated 2026-09-06
  5. Financial Express app icon

    Financial Express

    The Indian Express Online Media Pvt Ltd

    Stay updated with market news and stock

    Receive real-time updates on business, market, and finance news. Read detailed analysis reports on stock markets, equity, economy, and industries. Stay informed about company developments and market trends.

    ★ 4.7170 ratingsFinanceFreeData updated 2026-09-08
  6. Limestone Financial CU app icon

    Limestone Financial CU

    Limestone Federal Credit Union

    Access accounts, review transactions, make deposits, pay

    Review transactions and account balances. Access card controls to lock or block cards. Make mobile deposits using photo capture. View and redeem rewards points. Pay bills directly from the . Set up transaction alerts.

    ★ 4.8174 ratingsFinanceFreeData updated 2026-09-09
  7. Amplifi: Financial Freedom app icon

    Amplifi: Financial Freedom

    Giacomo Poppi

    Define goals and track progress

    Track net worth by listing assets and liabilities. Set goals and monitor progress. Forecast future income and expenses. Analyze spending patterns and receive personalized insights. Create a roadmap with milestones to guide long-term planning.

    ★ 4.611 ratingsFinanceFreeData updated 2026-09-06
  8. Cresta Advisors app icon

    Cresta Advisors

    Cresta Advisors, LTD.

    View finances, track expenses, secure documents, create

    View financial data through an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely with a document vault. Manage budgets and track spending.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-16

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.