Apps Like Cornerstone Planning for iPhone and iPad
View portfolio data and financial plan details
View portfolio data and financial plan details in real time. Access account balances, transaction history, and investment performance. Receive updates on financial goals and plan adjustments. Communicate with advisors for personalized guidance.
Cornerstone Planning screenshots
Ranked alternatives
Showing 81–100 of 1,000 ranked alternatives.
Family Wealth Solutions
Family Wealth Solutions, LLC
View portfolio data and reports
Access portfolio data and view reports and statements. Communicate with the Team. Navigate a simple and elegant interface for financial insights and updates.
Snowball Analytics
Snowball Analytics
Track investments and manage portfolios
Track investment portfolios with consolidated brokerage accounts. Plan and monitor investments, manage dividends, and analyze performance. View dividend and coupon income via a calendar. Set and track financial goals. Sync data across devices.
OpenArc Client Portal
OpenArc Corporate Advisory, LLC
Access portfolio, download reports, connect with advisor
Access portfolio details, download performance reports, and communicate with your financial advisor. View account summaries, track investments, and schedule meetings directly through the .
Catalyst FP
CATALYST FINANCIAL PARTNERS LLC
Access portfolios, accounts, and vault
Access portfolio valuations, view account and investment overviews, and access the vault. Manage investments, check balances, and review transaction history. Receive alerts and update contact information.
Paragon Advisor
Paragon Advisors, LLC
View portfolio values and contact your
View portfolio values and allocations in real-time. Contact your directly through the . Access account summaries and transaction history. Send secure messages and schedule meetings.
Thrivent Financial
Thrivent Financial For Lutherans
Track investments and insurance securely
Monitor investments and insurance products securely. Purchase, redeem, and exchange mutual fund shares. Access statements, tax forms, and bills. Make payments conveniently. Direct Choice Dollars to selected causes. Connect with advisors for guidance.
Envestnet Client View
Envestnet Financial Technologies, Inc.
Track expenses, portfolios, and manage accounts
Account balances, transaction history, and portfolio details. Set up recurring transfers and bill payments. Receive alerts for account activity. Access investment performance reports and communicate with financial advisors.
Orion Mobile
Orion Advisor Services, LLC
View portfolio values and contact advisor
View portfolio values and asset allocations in real time. Contact advisors directly through the . Access account details and transaction history. Receive notifications for portfolio changes.
Benefits OnLine
Merrill Lynch
Manage accounts and check balances
Manage accounts by checking balances, detailed holdings, and transaction history. Update investment contributions and request loans or withdrawals. View interactive account summaries and graphics. Access financial information and documents securely.
Vestiva
BCP ADVISORS, LLC
Manage investments and access financial tools
Manage investments in U.S. dollars with access to various financial products. View portfolio performance, track expenses, and set investment goals. Receive guidance from financial advisors and monitor market trends in real time.
Turnbull Law Group
Turnbull Law Group LLC
Receive settlement offers and authorize them instantly
Manage debt relief plans with real-time updates on settlement offers, deposits, and account balances. Authorize offers via push notifications. Track enrolled debts and account activity. View detailed financial summaries and settlement progress.
PSE mBANKING
PSE CREDIT UNION, INC.
Check balance, view transactions, transfer funds
Access account balances and transaction details anytime. Transfer funds between accounts. View detailed transaction history. Securely manage finances 24/7. Requires enrollment in Home Financial Services.
True Wealth Design
True Wealth Design, LLC
View financial data and manage budgets
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Access documents from financial advisors in a secure vault. Manage budgets and track spending. Set financial goals and receive alerts.
Everdays: Retirement Planning
Everdays, Inc.
Plan your future with smart guidance
Plan for with tools to map a fulfilling lifestyle, design future healthcare needs, and organize end-of-life wishes. Track health metrics, set financial goals, and access resources for long-term stability.
Whelan Financial
Whelan Financial, Inc.
View portfolio balances and statements anytime
View portfolio balances and performance metrics. Access quarterly statements and other account documents. Retrieve transaction history and investment details. Set up account alerts and notifications. Submit support requests directly through the .
Fedgroup
FEDGROUP HOLDINGS PTY LTD
Invest in assets and track your portfolio
Manage financial investments by purchasing Impact Farming assets and traditional securities. Track portfolio performance, set investment goals, and view detailed financial reports. Receive real-time updates on asset values and transaction history.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.