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.
Showing 161–180 of 1,000 ranked alternatives.
ISLAMIC INTERNATIONAL ARAB BANK
Manage accounts, view balances, track transactions
Manage multiple accounts with a centralized dashboard. Track transactions and access balances in real time. Monitor spending and income through interactive charts. Set financial goals and receive budgeting insights.
Orange dog d.o.o.
Track expenses, income, and budgets
Track income and expenses with categorized entries. Set and monitor budgets. View spending patterns and savings progress. Receive alerts for transactions. Sync data across devices. Export financial reports. Manage multiple accounts and currencies.
Altruist Corp
Track investments and view performance metrics
View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.
Crews Bank &Trust
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage spending habits with budgeting tools.
Partners Federal Credit Union
Manage finances with new tools.
The app offers new budgeting and spending tools, allowing users to track income and progress. It also provides improved credit tools, showing credit scores and reports.
The Guardian Life Insurance Company of America
View sheet, track goals, access documents, connect
View personal sheet and track financial goals. Manage tasks and access secure document vault. Connect with financial professional. Set priorities and monitor progress.
Fort Financial Federal Credit Union
Check balance, view info, make payments
Manage accounts with a dashboard showing available funds, savings progress, upcoming payments, and deposits. Check balances, view account details, make and edit payments, and receive personal recommendations.
UMass Five College Federal Credit Union
Access accounts, track expenses, manage budgets
Manage finances with real-time account access, card controls, and budgeting tools. Turn cards on/off, set spending limits, restrict card use by location or merchant. Create and share travel plans. Send money to contacts.
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.
AppFolio
Track investments, view reports, submit interest
Track investment performance with detailed metrics. View and sign key documents and reports. Receive real-time project updates. Submit interest in new investment opportunities.
People Driven Credit Union
Aggregate accounts, track spending, manage budget
Aggregate financial accounts from multiple institutions into one dashboard. Track transactions with tags, notes, and receipt photos. Set alerts for spending thresholds. Manage budgets and view spending trends over time.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.