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Curated apps similar to CLA Wealth Advisors, ranked by relevance and user ratings.
Local Bank
Finance
Local Bank is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
Manage payments and track property values
CALCON MUTUAL MORTGAGE LLC
Finance
View and manage payments anytime, anywhere. Track property values and trends. Adjust payment schedules and access account details securely. Receive payment confirmations and notifications.
Invest in stocks and track market trends
Tykr LLC
Finance
Track stock performance with real-time data and historical analysis. Set investment goals and receive risk assessments. Access educational modules for financial literacy. Compare stocks using simple-term ratings.
BlackRock Financial Management, Inc.
FinanceBlackRock Institutional offers financial insights, investor education and community.
Liberty Trust & Savings Bank
FinanceWith the Liberty Trust & Savings Bank Mobile Banking App, you can access your account from anywhere, anytime. With the new app, you’ll get immediate secure online banking access to: • View Account Balances. • Check Account History. • Pay bills • Transfer funds between eligible accounts.
Index Fund Advisors, Inc
FinanceThe IFA app, from Index Fund Advisors, is an educational resource for investors.
NewDay Limited
FinanceUse your John Lewis Credit Card App to help manage your account anywhere, anytime.
Olympia Credit Union
FinanceOlympia Credit Union’s New Mobile Banking Application - optimized for iPhone and iPad devices. Features • Review account balances and transactions • Transfer funds between accounts • Pay bills • View copies of cleared checks • Find our locations Safe and Secure Olympia Credit Union uses SSL...
Anatoly Weinstein
FinanceFinance Calculator Pro is an universal iPhone / iPad application giving ordinary users a quick way to estimate credit parameters and evaluate performance of deposits without help of banking professionals.
Coastal Community Credit Union
FinanceEnjoy instant access to your account information while you’re on the go through Coastal Community’s iPhone app.
Make extra payments and calculate
Mobile Innovations LLC
FinanceCalculate monthly mortgage payments and track extra payments to reduce loan terms. Adjust interest rates and loan terms to see payment impacts. Export amortization schedules in CSV and HTML formats. Send loan details via email.
Wheatland Federal Credit Union
FinanceAccess your accounts when and where you want right in the palm of your hand. It’s fast, secure and free access to your accounts anytime, anywhere.
Access account balances and transfer funds
AllianceBernstein L.P.
FinanceAccess 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.
CreditSights Inc.
FinanceCovering markets that move requires research that moves with you. The CreditSights Mobile app is designed to help you stay connected with the market insights that drive your day.
Monitor markets and track real-time data
Key Advanced Limited
FinanceAccess real-time market data and charts for pairs, stocks, indices, and commodities. Create a personalized watchlist to track preferred instruments. Receive notifications for market changes. View financial news from trusted sources.
Track finances with minimal input
Klaus Schöffmann
FinanceTrack finances with minimal data input. Enter current balance and recurrent transactions to predict future balances. Adjust predictions by inputting actual balances at specific dates.
Manage accounts, send money, track expenses
fidelity bank & trust international limited
FinanceManage finances with account access and transaction tracking. Set real-time notifications for activity. Make bill payments and send money. Search for nearby branch and ATM locations. View account details and manage payments.
Track income, expenses, and spendable cash flow
Cashews Finance LLC
FinanceTracks income and expenses from connected bank accounts. Uses a predictive cash flow algorithm to determine spendable . Provides insights into spending patterns and financial health. Allows users to set financial goals and monitor progress over time.
Jatin Maniya
FinanceLooking for a powerful and versatile tool to manage your finances? The Interest Calculator app is designed for users from all countries, making it easy to calculate and understand various types of interest on your investments and savings.
App information from Apple App Store. CLA Wealth Advisors and related trademarks belong to CLIFTONLARSONALLEN LLP.