Apps Like PlanMember for iPhone and iPad
PlanMember screenshots
Ranked alternatives
Showing 61–80 of 1,000 ranked alternatives.
OPTO: Invest Smarter
OPTO Markets Limited
Design your index and automate rebalancing
Create and manage a custom stock index portfolio with automatic quarterly rebalancing. Buy and sell stocks, ETFs, and Folios without fees. Track portfolio performance and strategy alignment over time.
Bernstein Private Wealth
AllianceBernstein L.P.
Access account balances and transfer funds
Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.
Silo Markets: Points On Stocks
Silo Financial LLC
Invest in and ETFs securely
View investment options including , ETFs, government bonds, and indexes. Manage funds with SIPC and FDIC insurance. Access assets stored securely with Interactive Brokers. Track portfolio performance and adjust investments as needed.
Wealthscape℠
National Financial Services LLC
Access real-time market data and trade securely
Access client portfolios, view market data, and manage trades. Track performance metrics, send secure messages, and schedule client meetings. Integrate with Wealthscape platform for secure brokerage operations.
RUUT
Sherpa Brokers LLC
Invest in companies and portfolios
Create personalized investment portfolios based on investor profile. Invest in top U.S. companies and ETFs with a minimum of one dollar. View account balances and transaction history. Set investment goals and track progress.
Willow Wealth
Willow Wealth Inc.
Invest in real estate and private equity
Invest in private markets with options in real estate, private equity, and private credit. Build custom portfolios or let the manage investments automatically. View performance metrics and manage holdings directly.
Grifin: Stock Where You Shop™
Grifin LLC
Invest in companies you spend
Track spending at partnered businesses and automatically invest $1 in those companies' stocks. Set weekly investment limits and receive weekly performance reports. Manage investments and adjust limits through the .
Baird Online
Robert W. Baird & Co.
Track portfolio value and asset allocation
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
TradeUP: Trade, Invest & Save
TRADEUP INC
Trade stocks, ETFs, and options
Trade stocks, ETFs, and options with zero commission fees. No fees on options trading. Access markets Monday to Friday. Subscribe to IPOs with one click. View real-time quotes and order execution. Manage portfolios and track performance.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.