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.
Showing 161–180 of 1,000 ranked alternatives.
Morningstar, Inc.
Track portfolios, research stocks, monitor markets
Monitor market trends and track portfolio performance with real-time data. Research stocks, mutual funds, ETFs, and CEFs. View investment commentary, news, and videos. Customize portfolio tools and access comprehensive financial data.
Thomson Reuters
Organize tax documents and sign securely
Organize tax documents by uploading or scanning receipts, 1099s, 1098s, and W-2s. Retrieve tax forms automatically. Store files securely with bank vault encryption. Sign documents electronically and share with tax professionals.
First Fidelity Bank (U.S.)
Aggregate accounts, track spending, manage budgets
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage budgets. Track spending patterns and receive financial insights.
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.
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.
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.
Capital Credit Union
Manage finances anytime anywhere securely.
The app provides secure access to financial information, allowing users to view balances, deposit checks, and manage cards. Users can also pay bills, transfer funds, and access financial tools.
Extraco Banks
Manage finances, swap cards, control debit
Manage finances with card swap to update debit numbers across services. Control debit card access and set travel alerts. Use budgeting tools and link external accounts for comprehensive financial tracking.
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.
Cornerstone Community Financial Federal Credit Union
Aggregate accounts, track balances, manage budgets
View all financial accounts in one place. Track spending, set budgets, and monitor savings goals. Receive alerts for account activity. Export transaction data and generate reports. Manage bills and payments securely.
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.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.