Apps Like OnePoint BFG for iPhone and iPad
Manage accounts, view reports, track investments
Manage investments, view portfolio performance, and track expenses. Schedule transactions and set recurring payments. Receive real-time market data and generate customized reports.
OnePoint BFG screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
MD Wealth
MD Wealth Management, LLC
Access accounts, view reports, manage investments
Access account balances and transaction history. View investment performance and portfolio details. Schedule and manage meetings. Receive notifications and update contact information. Submit documents and track application status.
Schwab Mobile
The Charles Schwab Corporation
Invest, trade, and track portfolios
Manage investments by buying and selling stocks, options, ETFs, and mutual funds. Track portfolio performance and view account balances. Deposit checks via and transfer funds between accounts.
Yahoo Finance: Stocks, Markets
Yahoo Inc.
Track , get alerts, and view real-time
Track portfolio performance and manage crypto assets with a portfolio tool. Follow , ETFs, or crypto for real-time quotes and personalized . Set alerts for market updates and investment insights.
Fundrise: Invest in Alts
Rise Companies Corp
In real estate and private credit
Manage private real estate investments by allocating funds to properties. Track portfolio performance and cash flow. View detailed investment reports and manage holdings. Access market analysis and investor insights.
Seeking Alpha: News & Analysis
Seeking Alpha Ltd.
Track stock prices and market
Access real-time financial and market . Track stock prices and charts. Set customizable alerts for watched stocks. View earnings reports and transcripts. Manage a portfolio with tracking tools.
Merrill Edge
Merrill Lynch
Manage accounts and investments conveniently anytime.
The app allows users to manage their accounts and investments, view market data, deposit checks, transfer money, and pay bills. It also provides educational resources for investing and planning for life events.
BV Private Wealth
BV Private Wealth, LP
View portfolios, send messages, track investments
Access client accounts, view portfolio performance, and manage investments. Receive notifications for transactions and market updates. Schedule meetings and download reports securely.
Vanguard: Save, Invest, Retire
The Vanguard Group, Inc.
Invest, track, and manage your portfolio
Access account balances and total assets. Review investment performance and transaction history. View portfolio details and asset allocation. Manage investments by buying or selling funds. Set up recurring contributions and adjust portfolio settings.
Quicken: Budget & Track Money
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.
雪球 - 基金股票私募交流交易平台
Snowball Finance Inc
Track investments and manage portfolios
Manage investments with real-time market data and global stock indices. Access fund and stock trading with low fees and secure online accounts. Engage in community discussions, view expert analysis, and track portfolio performance.
Ameriprise Financial
Ameriprise
Access accounts and track investments
Track accounts with real-time balance and transaction details. View portfolio performance and investment summaries. Communicate with advisors through in- messaging. Receive account alerts and activity notifications.
Checkbook - Budget & Expenses
Mobile Innovations LLC
Track expenses across multiple accounts
Track expenses across multiple accounts including checking, savings, cash, and credit cards. View customized reports, schedule transactions, reconcile entries, and set recurring payments. Add receipt attachments and manage budgets on-the-go.
Wise: Global Money Transfer
Wise Payments Ltd
Send across borders securely
Send to 70+ countries with instant transfers. View mid-market exchange rates for all transactions. Track transfer status and receive notifications. Manage multiple currencies and view balances. Set up recurring payments and schedule transfers.
Morningstar Investor
Morningstar, Inc.
Track investments, analyze portfolios, set goals
Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.
Investor-Portal
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.
Swan Bitcoin: Buy & Save
Electric Solidus LLC
Invest in Bitcoin and track your portfolio
Manage Bitcoin holdings with secure custody and personalized guidance. View portfolio performance, set investment goals, and receive expert insights. Transfer funds, track transactions, and access real-time market data.
UBS Wealth Management
UBS AG
Manage accounts, track spending, set budgets
Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.