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 521–540 of 1,000 ranked alternatives.
MX TECHNOLOGIES, INC.
Track expenses, save, and invest securely
View financial data in one place with customizable visualizations. Track spending, set budgets, and receive alerts. Transfer funds, pay bills, and monitor account activity. Link multiple accounts and view transaction history.
Monnaie Technology Limited
Open accounts, send money, track spending
Open multiple accounts instantly without fees. Transfer funds, pay bills, and manage airtime and data. Track spending and income using AI tools. Partner with licensed banks for secure transactions.
Spartan Wealth Management Inc.
Manage finances, track expenses, plan budgets
View accounts, track expenses, and monitor investments in real time. Set financial goals and receive alerts. Schedule payments and access transaction history. Securely manage multiple accounts and view detailed reports.
Schwab Retirement Technologies Inc.
Enroll, forecast, monitor, save
Enroll in plans quickly. View income forecasts. Track account balance and investment performance. Adjust paycheck contributions. Choose and rebalance investments. Upload documents via secure photo submission. Access financial learning resources.
Dominion Wealth Management, LLC
View account info, check balances, contact advisor
View account details and balances. Contact advisors directly through the . Access real-time transaction history and send secure messages for support.
ITDT LLC
Estimate income, investments, and expenses
Allows users to input income, investments, expenses, and transfers. Users can adjust monetary values, tax rates, growth rates, and timeframes. The simulates financial scenarios and visualizes outcomes over time.
Ploutos Studios LLC
Track expenses, investments, and net worth
Track income and expenses across multiple accounts. Set budgets and monitor spending. View net worth and investment portfolios. Schedule and automate transfers. Receive alerts for account activity. Generate reports and set financial goals.
Nazariion Savinon
Record bills, track expenses, plan budgets
Track income from multiple projects with detailed categorization. Record expenses for budget planning and financial organization. Log investment details to monitor performance and fund status. Generate statistical reports for financial analysis.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.