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 101–120 of 1,000 ranked alternatives.

  1. Tioga State Bank app icon

    Tioga State Bank

    Tioga State Bank

    Aggregate accounts in one secure view

    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. Transfer funds between accounts.

    ★ 4.81,501 ratingsFinanceFreeData updated 2026-09-16
  2. Northeast Georgia Bank app icon

    Northeast Georgia Bank

    Northeast Georgia 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 make payments to individuals or businesses.

    ★ 4.9809 ratingsFinanceFreeData updated 2026-09-06
  3. ohcuGO app icon

    ohcuGO

    OLD HICKORY CREDIT UNION

    Aggregate accounts, track expenses, manage budgets

    Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipts or check images. Set balance alerts and manage spending categories.

    ★ 4.82,612 ratingsFinanceFreeData updated 2026-09-25
  1. TruCommunity Bank app icon

    TruCommunity Bank

    TruCommunity 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 alerts for account activity. Transfer funds between accounts. Track spending and budgeting.

    ★ 4.9351 ratingsFinanceFreeData updated 2026-09-06
  2. pvbank wy app icon

    pvbank wy

    Platte Valley Financial Services, Inc.

    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 security updates.

    ★ 4.81,125 ratingsFinanceFreeData updated 2026-09-06
  3. Interfaith FCU Mobile app icon

    Interfaith FCU Mobile

    Interfaith Federal Credit Union

    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 spending thresholds. Transfer funds between accounts. View balance summaries and recent activity.

    ★ 4.9559 ratingsFinanceFreeData updated 2026-09-21
  4. CME FCU Mobile app icon

    CME FCU Mobile

    CME Federal Credit Union

    Aggregate accounts in one view

    Manage finances by aggregating accounts from multiple institutions into one view. Track transactions with tags, notes, and receipt photos. Set alerts for balance changes and schedule payments. View account details and transaction history.

    ★ 4.72,942 ratingsFinanceFreeData updated 2026-09-19
  5. BayFirst National Bank app icon

    BayFirst National Bank

    FIRST HOME BANK INC

    Aggregate accounts in one place

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

    ★ 4.81,751 ratingsFinanceFreeData updated 2026-09-22
  6. First Sentinel Bank app icon

    First Sentinel Bank

    First Sentinel 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 alerts for account activity. Manage budgets and track spending. Send and receive money securely.

    ★ 4.8654 ratingsFinanceFreeData updated 2026-09-06
  7. United Bank Digital app icon

    United Bank Digital

    United Bank AL

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. Monitor balances, set low-balance alerts, and make payments to individuals or businesses. View transaction history and manage budgets within the .

    ★ 4.7714 ratingsFinanceFreeData updated 2026-09-06
  8. myfcbot app icon

    myfcbot

    First Community Bank

    Aggregate accounts in one place

    Manage finances by aggregating accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipts or check photos. Set alerts for account activity and monitor balances in real time.

    ★ 4.91,701 ratingsFinanceFreeData updated 2026-09-18
  9. O'Bannon Mobile app icon

    O'Bannon Mobile

    O'Bannon Banking Company

    Aggregate accounts in one view

    Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipt photos. Set alerts for balance changes and scheduled payments. Manage budgets and track spending patterns.

    ★ 4.9316 ratingsFinanceFreeData updated 2026-09-06
  10. Citizens Bank MN app icon

    Citizens Bank MN

    Citizens Bank Minnesota

    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. View spending patterns and budgeting tools. Deposit checks via photo.

    ★ 4.81,027 ratingsFinanceFreeData updated 2026-09-21
  11. My Alden State Bank app icon

    My Alden State Bank

    Alden State 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 alerts for account activity. Transfer funds between accounts. Pay bills directly.

    ★ 4.8354 ratingsFinanceFreeData updated 2026-09-06
  12. CSB Digital Banking app icon

    CSB Digital Banking

    Citizens State Bank

    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, pay bills, and view spending patterns.

    ★ 4.9857 ratingsFinanceFreeData updated 2026-10-05
  13. Mountain Valley Bank Dunlap TN app icon

    Mountain Valley Bank Dunlap TN

    Mountain Valley Bank

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one view. Track transactions with tags, notes, and receipt photos. Set up alerts and manage budgets. View spending patterns and receive account updates in real time.

    ★ 4.8364 ratingsFinanceFreeData updated 2026-09-06
  14. American State Bank Mobile App app icon

    American State Bank Mobile App

    American State Bank

    Aggregate accounts in one view

    Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipt photos. Set up alerts, transfer funds, and pay bills. Lock cards and monitor account activity remotely.

    ★ 4.8833 ratingsFinanceFreeData updated 2026-09-06
  15. WB Artesia-Mobile app icon

    WB Artesia-Mobile

    WESTERN BANK, ARTESIA, NEW MEXICO

    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 alerts for account activity. Manage budgets and track spending patterns.

    ★ 4.8232 ratingsFinanceFreeData updated 2026-09-06
  16. Cloverbelt CU Mobile Banking app icon

    Cloverbelt CU Mobile Banking

    Cloverbelt 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 monitor balances.

    ★ 4.8973 ratingsFinanceFreeData updated 2026-09-16
  17. Lakeside Bank app icon

    Lakeside Bank

    Lakeside Bank (TX)

    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 photos. Set balance alerts and manage spending limits.

    ★ 4.9204 ratingsFinanceFreeData updated 2026-09-25

How we rank alternatives

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