Track accounts, view investments, connect with advisor
View and track financial accounts and investments in one place. Link accounts, monitor expenses in a budget module, share documents securely, and receive task notifications. Connect with a financial advisor for real-time updates and guidance.
Showing 21–40 of 1,000 ranked alternatives.
Westlake Services, Llc
Make payments and manage accounts
Manage accounts with payment features, recurring payment setup, and payoff information access. View transaction history and account balances. Receive alerts and notifications for account activity.
Qapital, LLC
Save , invest, and budget automatically
Set savings goals and automatically transfer funds. Track spending patterns and receive insights. Adjust budgets and monitor progress over time. Link accounts to manage across multiple platforms.
Cedar Point Capital Partners, LLC
View financial data and reports
View financial data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from a wealth advisor. Manage budgets and track financial progress.
Ally Financial Inc.
Manage bank accounts and payments
Manage vehicle payments with one-time options or Pay scheduling. View and manage multiple vehicles from a single dashboard. Receive free FICO® Score updates for financial monitoring. Save using smart savings tools like buckets and boosters.
BECU
Manage finances in the palm.
The app combines BECU and non-BECU financial accounts in one place for budgeting based on spending, income, debt, and expense history. It allows fund transfers, check deposits, bill payments, and viewing account balances.
Quicken Inc.
Track expenses, , and manage accounts
Connect and track financial accounts to monitor income, expenses, and spending. Set budgets, categorize transactions, and view spending trends. Manage bills, savings, and investments in one place. Export reports and sync data across devices.
Ballast Advisors, LLC
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 financial advisor. Access budgeting tools and manage financial documents.
Midwest Financial Partner
Track expenses, budget, and secure documents
View data through an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely with a advisor. Manage budgets and track spending.
Chartway Federal Credit Union
View accounts, send money, replace card info,
View accounts at a glance and make person-to-person payments. Replace debit or credit card information easily. Navigate across devices and manage budgets with financial tools. Set alerts, control card access, and receive travel notifications.
River Wealth Advisors LLC
View financial data and manage budgets
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a financial advisor. Manage budgets and track spending.
Finhabits Inc.
Save, invest, and learn about money
Track expenses, set savings goals, and learn about investing. View progress charts and receive financial tips. Access bilingual support in English and Spanish. Manage budgets and monitor spending habits.
Vestor Capital, LLC
View financial data and manage budgets
View financial data through an interactive dashboard. Generate dynamic reports with real-time investment details. Store and share documents securely with a document vault. Manage budgets and track spending.
Robert W. Baird & Co.
Track portfolio value and asset allocation
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
Kohmann Bosshard Financial Services LLC
Track expenses, view reports, secure documents, manage
View financial data through an interactive dashboard. Access dynamic reports with real-time investment details. Securely view documents from financial advisors. Manage budgets and track spending.
Solid Point Wealth Advisors, LLC
View financial data and manage budgets
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Access and view secure documents from a advisor. Manage budgets and track spending.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.