Showing 61–80 of 1,000 ranked alternatives.
Teachers Insurance and Annuity Association America
Track accounts and manage investments
Manage retirement and brokerage accounts with secure access to account activity, contributions, and asset allocation. Transfer funds between retirement plan accounts and fund new brokerage accounts. Log in using password, Touch ID, or Face ID.
StanCorp Financial Group, Inc.
Track savings, view transactions, adjust contributions, review
Track savings with balance checks and goal progress. Adjust contributions and review investments. View transactions, account statements, and performance data. Access planning tools including calculators, videos, and articles.
Dane Hankamer
Calculate and plan growth
Calculate investment growth with periodic contributions. Adjust contribution frequency and view year-by-year breakdowns. Track over time. Set and adjust parameters for accuracy. Export results as reports.
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.
Industrial Alliance Insurance and Financial Services Inc.
Track claims, view benefits, manage savings
Monitor group insurance claims by submitting securely and tracking progress. Send photos of receipts when needed. Check healthcare provider eligibility and use health spending accounts for reimbursements.
Sun Life Assurance Company of Canada
Manage benefits, insurance, and investments.
The app provides an all-in-one digital hub for managing benefits, insurance, and investments. Users can track savings, submit claims, check investment performance, and access health services.
UniSuper Management Pty Ltd
Check super balance and contributions
Check super balance and recent contributions. Make extra payments to increase retirement savings. View investment returns and payment schedules. Update retirement income details and insurance coverage.
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.
Financial Administration Services Limited
Track savings, check plan value, monitor performance
Manage retirement savings by tracking plan value and performance. Monitor contributions, update personal details, and adjust investments. Access planning tools, expert insights, and news related to retirement planning.
Principly, Inc.
Open 529 plans and invite contributors
Open a 529 plan for a child, invite family and friends to contribute funds, and track growth. Manage contributions, set up recurring donations, and monitor account balances. Share progress with supporters and view transaction history.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.