Showing 21–40 of 1,000 ranked alternatives.
Industrial Alliance Insurance and Financial Services Inc.
Monitor portfolio, chat with advisor
Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.
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.
Chainge Tech Limited
Manage assets, trade tokens, earn yields
Manage crypto assets across blockchains with cross-chain support. Stake, earn interest, and swap tokens within the . Monitor portfolio performance and set automated transactions. Lock and secure funds with multi-factor authentication.
Farther Finance, Inc
Plan, , and with confidence
Track expenses, set financial goals, and receive personalized advice. Monitor investment performance and adjust portfolios. Access real-time market data and generate customized reports. Automate savings and bill payments.
HOXTON CAPITAL MANAGEMENT FZE
Track net worth in real time
Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.
Andrew Little
Track net worth and set financial goals
Track net worth by categorizing assets and liabilities. Input data manually or import from previous records. View charts to monitor financial progress. Set goals and receive alerts for spending patterns.
The Citizens Bank of Edmond
Manage finances, track expenses, access banking
Access digital banking features, manage transactions, and track savings goals. Create custom financial readiness reports. Submit direct deposit forms for early payday. Sync with financial resources from Citizens of Edmond.
Jason Cox
Track expenses, set budgets, manage money
Track expenses by categorizing transactions and setting budgets. Record receipts and expenses manually or via photo. View spending trends and monthly summaries. Set alerts for budget limits and transaction notifications.
Sawhney Systems, Inc.
Plan your finances and track expenses
Plan and analyze personal finances with tools for retirement forecasting, Social Security decisions, and investment strategies. Calculate retirement readiness, compare housing options, and assess IRA conversions.
Kango Studios LLC
Track balances, set budgets, manage savings
Track daily and monthly account balances across three categories: on-hand, operating cash, and net . Monitor financial progress without recording individual transactions.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.