Apps Like SecFin for iPhone and iPad
SecFin screenshots
Ranked alternatives
Showing 281–300 of 1,000 ranked alternatives.

RCPT: AI Bookkeeping
Clingstone Limited Company
Track expenses, manage invoices, and organize finances
Log expenses and store receipts digitally. Categorize transactions and track spending patterns. Generate detailed reports and export data in multiple formats. Manage multiple accounts and set budget limits.


Keating & Associates, Inc. TPA
Keating & Associates, Inc.
Check balances and view account details
Check balances and view details for HSA, HRA, and FSA accounts. Access real-time account information securely. Log in with existing website credentials. Navigate intuitively to manage health benefit details.




Prival Online
Banco Prival, S.A.
Review account and portfolio movements
Review account balances and transaction history. View investment portfolio movements and account details. Transfer funds between accounts or to third parties. Use Face ID or fingerprint for login. Remember username for future access.





Fountainhead
Fountainhead Capital Management, LLC
View holdings, track portfolio, analyze investments, access
View holdings and portfolio values in real-time. Track investment performance and access market news. Securely contact advisors and log in with existing credentials or Touch ID.

SGH Wealth Management
SGH Wealth Management, LLC
Monitor investments and financial data securely
Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.

Evelyn Partners Mobile
Evelyn Partners Group Limited
Manage investments, view portfolio values, track performance
Manage investment portfolios with real-time value tracking and performance analysis. View asset allocation, benchmarks, and recent transactions. Access documents and download valuation and tax statements. Link and view multiple accounts.

CV Advisors
CV ADVISORS LLC
View portfolios, track investments, stay informed
View and monitor investment portfolios and accounts. Track performance of investments and markets. Receive updates and alerts on financial activities. Securely access account details and market data.


How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.