Loft Advisors app icon

Apps Like Loft Advisors for iPhone and iPad

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 budgets. Track spending patterns and receive financial insights.

by First Dakota National Bank Inc★ 4.9252 ratingsFinanceFreeData updated 2026-09-18

Loft Advisors screenshots

Ranked alternatives

Showing 61–80 of 1,000 ranked alternatives.

  1. FSBSW app icon

    FSBSW

    First State Bank Southwest

    Aggregate accounts, track expenses, 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 monitor spending patterns. Export statements and manage budgets.

    ★ 4.9873 ratingsFinanceFreeData updated 2026-09-19
  2. Baker Boyer Mobile app icon

    Baker Boyer Mobile

    Baker Boyer National Bank

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipt photos. Set up alerts for account activity. Manage budgets and track spending. Send money to contacts.

    ★ 4.81,110 ratingsFinanceFreeData updated 2026-09-29
  3. Highpoint Community app icon

    Highpoint Community

    Highpoint Community Bank

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transaction details, add tags and notes, and attach receipt photos. Set transaction alerts and manage account settings securely.

    ★ 4.81,032 ratingsFinanceFreeData updated 2026-09-20
  1. Sterling CU 24/7 app icon

    Sterling CU 24/7

    Sterling Federal Credit Union

    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 alerts for account activity. Transfer funds between accounts. Pay bills and manage budgets.

    ★ 4.8864 ratingsFinanceFreeData updated 2026-10-13
  2. FNB-Anywhere app icon

    FNB-Anywhere

    FIRST NATIONAL BANK INC

    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 limits. Transfer funds between accounts and pay bills directly.

    ★ 4.9768 ratingsFinanceFreeData updated 2026-09-17
  3. goMBC app icon

    goMBC

    The Monticello Banking Company

    Aggregate accounts in one place

    Manage finances by aggregating accounts from multiple institutions into one dashboard. Track transactions with tags, notes, and receipt photos. Set alerts for account activity. Transfer funds between accounts.

    ★ 4.93,022 ratingsFinanceFreeData updated 2026-09-29
  4. NSSB app icon

    NSSB

    North Salem State Bank

    Aggregate accounts, track expenses, 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 account updates in real time.

    ★ 4.91,090 ratingsFinanceFreeData updated 2026-09-06
  5. Webster Five Mobile app icon

    Webster Five Mobile

    Webster Five Cents Savings Bank (Inc)

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View balances, transaction history, and account details. Set balance alerts and schedule payments. Transfer funds between accounts. Manage bills and track spending patterns.

    ★ 4.81,625 ratingsFinanceFreeData updated 2026-09-06
  6. Chaffey FCU app icon

    Chaffey FCU

    Chaffey Federal Credit Union

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. Track transactions with tags, notes, and receipt photos. Set balance alerts and manage budgets. View spending patterns and receive financial insights.

    ★ 4.81,071 ratingsFinanceFreeData updated 2026-09-14
  7. Preferred Bank Mobile app icon

    Preferred Bank Mobile

    Preferred Bank, CA & NY

    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 alerts for balance changes and receive notifications.

    ★ 4.7472 ratingsFinanceFreeData updated 2026-09-14
  8. Gateway Go app icon

    Gateway Go

    Gateway Bank

    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 budgets.

    ★ 4.9238 ratingsFinanceFreeData updated 2026-09-06
  9. Heart of Louisiana app icon

    Heart of Louisiana

    ALEXANDRIA USDA FEDERAL CREDIT UNION

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipts or check photos. Set up alerts for account activity and manage budgeting tools.

    ★ 4.81,725 ratingsFinanceFreeData updated 2026-09-14
  10. WMCB Mobile app icon

    WMCB Mobile

    West Michigan Community Bank

    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 limits. Export statements and contact support through the .

    ★ 4.8642 ratingsFinanceFreeData updated 2026-09-15
  11. Utah First Digital Banking app icon

    Utah First Digital Banking

    Utah First Federal Credit Union

    Aggregate accounts in one place

    Manage finances by aggregating accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set alerts for account activity. Transfer funds, pay bills, and track spending.

    ★ 4.84,305 ratingsFinanceFreeData updated 2026-09-19
  12. FSB - myMobile app icon

    FSB - myMobile

    First State Bank of Livingston Inc

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes to transactions, and attach receipts or check photos. Set up alerts for account activity and manage account settings.

    ★ 4.81,551 ratingsFinanceFreeData updated 2026-09-19
  13. Nebraska Bank app icon

    Nebraska Bank

    Nebraska Bank

    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 limits.

    ★ 4.8267 ratingsFinanceFreeData updated 2026-09-06
  14. Mass Bay Credit Union app icon

    Mass Bay Credit Union

    Mass Bay Credit Union

    Aggregate accounts in one place

    Manage finances by aggregating accounts from multiple institutions into one dashboard. Track transactions with tags, notes, and receipt photos. Set alerts for spending thresholds and account activity.

    ★ 4.81,800 ratingsFinanceFreeData updated 2026-09-23
  15. United Banking app icon

    United Banking

    United Bank

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one view. Track transactions with tags, notes, and receipt photos. Set alerts for balance changes and spending patterns. Manage budgets and view spending reports.

    ★ 4.8554 ratingsFinanceFreeData updated 2026-09-16
  16. Better Banks app icon

    Better Banks

    Better Banks

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipts or check images. Set balance alerts and manage spending categories. Export statements and track financial goals.

    ★ 4.8889 ratingsFinanceFreeData updated 2026-09-06
  17. My M1FCU Mobile app icon

    My M1FCU Mobile

    Modestos First Federal Credit Union

    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 budgets. Track spending patterns and receive account statements.

    ★ 4.8285 ratingsFinanceFreeData updated 2026-09-25

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.