Manage family assets and communications securely
Manage family relationships and wealth with shared calendars, secure messaging, and document storage. Set up family profiles, track financial goals, and access real-time updates on investments and events.
Showing 1–20 of 1,000 ranked alternatives.
AppClose Inc
Share updates, schedule visits, track time
Manage co-parenting schedules, share updates, and track court-ordered communication. Set reminders, exchange documents, and receive notifications. Sync with calendars and view shared to-do lists.
U-Nest Holdings LLC
Save money, build savings, earn rewards
Manage custodial accounts for children with bi-weekly or monthly contributions. Earn money from partnered brands while shopping. Monitor and adjust investments through smart tools. Track financial activities and set up automated savings plans.
OurFamilyWizard, LLC
Schedule, share, and track updates
Manage co-parenting schedules, share updates, and track child-related activities. Set reminders, exchange messages, and access shared calendars. View expense reports and document important events securely.
Vector Creations Limited
Manage team communications securely
Manage team communications with chat, file sharing, and video calls. Create and join channels, set permissions, and integrate with other tools. Support for encrypted messaging and cross-platform syncing.
Qukio
Stay connected with notes and reminders
Track of relationships with notes and reminders for friends, family, and acquaintances. Set recurring reminders and sync data across devices via iCloud. Data remains private and not shared.
Cooperative Teachers Credit Union Inc
Save, borrow, and manage your money
Manage savings and loans through a cooperative financial platform. View account balances, transfer funds between accounts, and apply for loans. Access member-exclusive features and track financial goals.
Newrez LLC
Manage mortgage payments and view account details
Manage mortgage payments by viewing loan details, payment options, and account balances. Schedule one-time or recurring payments. Download statements and documents. Check loan status and recent activity.
EstateSpace, LLC
Manage assets securely and scale effortlessly
Manage and track assets with centralized databases and real-time updates. Assign and monitor team roles. Generate reports and export data. Securely access and share documents. Integrate with third-party tools for workflow automation.
Northern Trust Corporation
Wealth management suite extension for users.
The app provides real-time banking balances and activity, historical information for all accounts, and investment portfolios with intra-day price updates. Users can transfer money, pay bills, deposit checks, and find office locations.
Dort Financial Credit Union
Manage finances on the go easily.
The app allows users to check balances, view transaction history, transfer funds, and pay bills. Users can also find ATMs and offices, and activate cash back offers.
CETTLX SERVICES PRIVATE LIMITED
Track assets, analyze finances, plan legacies
Organize assets with a smart dashboard. Analyze finances using interactive charts. Search for financial insights via natural language. Manage family legacy with a tree-building tool. Securely track and plan financial goals.
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