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.
Showing 1–20 of 1,000 ranked alternatives.
Andrew Little
Track net with custom categories
Track net across categories like banking, investments, and loans. Add custom categories and view trends with detailed charts. Compare current net to previous months. Set savings and investment goals. Secure financial data stays on the device.
Robert W. Baird & Co.
Track portfolio value and asset allocation
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
QUIN Technologies GmbH
Track assets, monitor net worth, manage investments
Track investment portfolios with real-time updates and net worth aggregation. Add assets like stocks, ETFs, real estate, and collectibles. Visualize holdings in a single dashboard. Monitor net worth 24/7.
Financial Enterprise Ltd
Income, expenses, and net worth
Income, expenses, assets, liabilities, and net worth. Create budgets and forecasts with customizable detail levels. View consolidated or detailed financial summaries by week, month, or year.
Empower Annuity Insurance Company of America
Track expenses, view balances, manage budgets
Track income and expenses across multiple accounts. Monitor net worth with real-time updates. Access professional investment advice. Set financial goals and receive personalized recommendations. Sync data from various financial institutions.
Hangzhou PlatinumTinkling Technology Co., Ltd.
Track expenses, analyze portfolios, manage net worth
Track income and expenses with a simple transaction recorder. View aggregated net worth and portfolio performance. Analyze spending habits and monitor financial goals. Set budgets and receive alerts for spending thresholds.
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.
Wealthica Financial Technology Inc.
Track investments and banking transactions
Track net worth by integrating accounts from banks, investments, and crypto platforms. View all assets and liabilities in one place. Analyze spending patterns and investment performance over time.
Bettr Dayz s.r.o.
Track expenses, income, and net worth
Track expenses, income, and net worth. Organize bank accounts, cash, and financial goals in one place. Create custom budgets and set savings goals. View spending insights and receive alerts.
MOHD AZRUL ABDULL RAHIM
Track net and manage assets
Track net by manually entering assets and liabilities. View changes over time with detailed reports. Set financial goals and receive alerts for progress updates. Sync data across devices for consistent tracking.
Tomer Shalom
Track assets and liabilities
Track net worth by entering assets like real estate, bank accounts, and stocks, and liabilities such as loans and mortgages. Update portfolio regularly to monitor progress toward financial goals. View progress visuals and asset allocation charts.
Affinity Plus Federal Credit Union
Track budgets, monitor net worth, add cards
Track monthly budgets across categories and monitor net worth by comparing account balances to debts. Add cards to digital wallets for secure payments. Request and activate replacement cards with digital versions available immediately.
JBI HOLDINGS, LLC
Track assets, view net worth, analyze holdings
Track individual assets and total net worth across different asset classes and holdings. View top holdings and all positions. Analyze specific companies for detailed insights and data-driven decision-making.
Christopher Scott Schultz
Track net and generate reports
Track net and organize accounts by family member. Monitor wealth growth over time and generate professional reports. Project financial future and share updates securely. Add accounts and family members to create a personalized financial overview.
ASCOIN TECHNOLOGY PTE. LTD.
Get real-time financial advice and track investments
AI chatbot provides real-time financial advice and answers questions. Track cryptocurrency portfolio and net worth on a dashboard. Set financial goals and receive personalized recommendations. Monitor spending and budget categories.
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