Apps Like Pivot Wealth for iPhone and iPad
Pivot Wealth screenshots
Ranked alternatives
Showing 61–80 of 1,000 ranked alternatives.
YourOwn Wallet
YourOwn Inc.
Manage financial data in one secure
Manage financial identity by integrating data from banks, income sources, and investment accounts to track net worth and assets. Share financial data instantly for loans, rentals, or planning. Monitor cash and investments in one secure platform.
Zimmatic Irrigation Calculator
Lindsay Corporation
Convert units and calculate system metrics
Perform calculations for hydraulics, depth, friction loss, wire sizing, application rates, rotation time, system flow rates, and area. Convert between metric and US units. Use yield converter for unit conversions.
Pinnacle Wealth
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.
SUMA Wealth
SUMA Wealth, Inc
Link accounts, track spending, manage investments
Manage multiple financial accounts, cards, and investments in a single dashboard. Track expenses, set budgets, and receive personalized spending insights. Use AI to identify unused subscriptions and plan major purchases.
WealthPosition: Budget Track
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.
Hiro – AI Financial Planner
Hiro Financial Inc.
Forecast net worth and track progress
Track net worth and forecast scenarios like buying a home or having kids. Connect bank accounts to monitor progress. Chat with an AI advisor for personalized insights and money management guidance. Set goals and view detailed analytics.
iA Private Wealth
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.
Bernstein Private Wealth
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.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.