Customize investment plans with your data
Manage personal finances with tools for debt repayment, home buying, and retirement savings. Input account details and goals to create a customized investment plan. Set priorities and track progress toward multiple financial objectives.
Showing 1–20 of 1,000 ranked alternatives.
Edelman Financial Engines, LLC
Track accounts and view progress
View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.
Edward D. Jones & Co., L.P.
View accounts and track performance
View account holdings, performance, and activity. Connect external accounts to see balances. Track progress toward financial goals. Message and share documents with the team. Deposit checks and transfer funds. View and sign account-related documents.
Cedric Porter
Calculate scenarios and track financial goals
Calculate scenarios including compound interest, compound interest with contributions, return rate, principal, contributions, and time. Input parameters to determine financial outcomes. Track progress toward financial goals.
Ameriprise
Access accounts and track investments
Track accounts with real-time balance and transaction details. View portfolio performance and investment summaries. Communicate with advisors through in- messaging. Receive account alerts and activity notifications.
Papara Elektronik Para A.S
Deposit money, make payments, manage budget, invest,
Manage finances with budget tracking, money transfers, and savings features. Deposit funds and make payments instantly. Earn cashback on purchases. Send and receive money 24/7 using IBAN. Spend globally with a linked card.
Hermann Wagenleitner
Track expenses, income, and budgets
Track expenses and income with quick transaction logging. Customize accounts and categories with icons and colors. Sync across devices and set flexible budgets. Manage recurring transactions and use a built-in calculator and currency converter.
Fantastocker Inc.
Track investments and analyze market data
Track stock, crypto, forex, commodities, and real estate prices. Analyze market trends with data-driven insights. Set investment goals and receive personalized suggestions. Monitor portfolio performance and adjust holdings.
Tastytrade, Inc.
Stocks, options, futures, and crypto in one
View trades with customizable charts and hundreds of indicators. Analyze market data with advanced trading tools. Access free educational courses. Manage portfolios and execute trades within the .
YouQian
Pay bills without ads
Manage financial assets by linking bank cards, Alipay, WeChat, and cash wallets. Track liabilities and net assets with detailed statistics. Organize expenses using two-level classifications and custom icons.
Drahim App For Financial Technology LLC
Track expenses and connect bank accounts
Track expenses in real-time with automatic categorization of transactions. Consolidate bank accounts through Open Banking. Monitor spending patterns and set budgets. Receive alerts for unusual activity. Export financial data for analysis.
UMass Five College Federal Credit Union
Access accounts, track expenses, manage budgets
Manage finances with real-time account access, card controls, and budgeting tools. Turn cards on/off, set spending limits, restrict card use by location or merchant. Create and share travel plans. Send money to contacts.
LPL FINANCIAL CORPORATION
Access accounts, track trends, manage goals
Monitor accounts by tracking total portfolio value and viewing performance over different timeframes. Check balances, transaction history, and investment details. Set up alerts for activity and portfolio changes.
Zach Thren
Plan your week with live course data
Plan and manage weekly schedules with live course data from the University of Maryland. Create custom activities and view real-time updates. Sync with campus resources and organize events directly.
Michael Chu
Track expenses and save automatically
Track daily expenses and savings with customizable budgets. Log transactions, set spending limits, and receive reset reminders. Export transaction history in HTML or CSV.
Pinnacle Wealth Planning Services, Inc
Access financial data and investment plans
View account balances and transaction history. Access investment portfolios and performance reports. Schedule and manage financial goals. Receive alerts for account activity. Contact support for assistance with financial planning.
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