Apps Like CPCompass for iPhone and iPad
CPCompass screenshots
Ranked alternatives
Showing 161–180 of 1,000 ranked alternatives.
Envestnet Client View
Envestnet Financial Technologies, Inc.
Track expenses, portfolios, and manage accounts
Account balances, transaction history, and portfolio details. Set up recurring transfers and bill payments. Receive alerts for account activity. Access investment performance reports and communicate with financial advisors.
Hoxton Wealth
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.
MyIrishLife
Irish Life Retail
Manage finances and health plans securely
Manage financial and health information in one secure platform. Submit claims, view balances, and access documents with ease. Track policies, benefits, and claims in a centralized location.
Primerica Shareholder Services
The Bank of New York Mellon Corporation
View balances, complete transactions, track history
View current and historical account balances. Complete transactions and access transaction history online. Manage mutual fund investments. Set financial goals and track progress. Receive investment recommendations tailored to individual needs.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.