Apps Like Wealth Forecast for iPhone and iPad
Wealth Forecast screenshots
Ranked alternatives
Showing 21–40 of 1,000 ranked alternatives.
Tally Up
Erik Bogaerts
Track expenses, set goals, plan budgets
Track and manage assets such as home, savings, and investments. Set financial goals and monitor progress. Receive alerts for account activity. Generate reports and analyze spending patterns. Sync data across devices.
Wealth+ 2
Andrew Little
Track net worth and set financial goals
Track net worth by categorizing assets and liabilities. Input data manually or import from previous records. View charts to monitor financial progress. Set goals and receive alerts for spending patterns.
Mezzi Wealth
StockTalk, Inc.
Optimize portfolios and track investments
Track investment performance and analyze portfolio risk. Receive personalized financial insights and recommendations. Adjust portfolio allocations and minimize capital-gains taxes. Identify and reduce fund fees.
SUMA Wealth
SUMA Wealth, Inc
Link accounts, track spending, manage investments
Manage multiple financial accounts, cards, and investments in a single dashboard. Track expenses, set budgets, and receive personalized spending insights. Use AI to identify unused subscriptions and plan major purchases.
Piere: Budget, Save, Plan
Univers Tech, LLC
Budgets, move money, track goals
Track income and expenses to create a personalized budget . Automatically transfer funds between accounts to save, pay off debt, and cover bills. Set financial goals and monitor progress with detailed analytics and reports.
Bernstein Private Wealth
AllianceBernstein L.P.
Access account balances and transfer funds
Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.
CIBC Mobile Wealth
Canadian Imperial Bank of Commerce
Monitor investments and trade on the go.
The app allows users to monitor investments across various CIBC accounts. Users can discover investment ideas, trade various assets, and access account statements and trade confirmations.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.