Curated apps similar to WealthBuilder Planning, ranked by relevance and user ratings.
Miners & Merchants Bank
Finance
MMBank is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
WealthCharts LLC
Finance
The next generation of trading research, analysis, and execution has arrived right at your fingertips! WealthCharts brings cutting-edge tools, competition-tested strategies, and automated algorithmic analysis to retail traders and long-term investors. CHARTS Build your Watchlists with your...
Undivided Media Inc.
Finance
Track your spending and budget in your own way, anywhere, any time, with our budget planner.
ADVANCED FINANCIAL SERVICES FEDERAL CREDIT UNION
FinanceAdvanced Financial Federal Credit Union is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
View balances and track transactions
Members Advantage Credit Union (WI)
FinanceView balances and transaction history. Access Quick Glance balances on the Dashboard. Remotely deposit checks. Apply for loans including credit cards, autos, and recreational vehicles.
LINKLINKS LTD
FinanceA simple but comprehensive, brief and clear personal & business finance management app.
Access account balances and transfer funds
AllianceBernstein L.P.
FinanceAccess 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.
1st Financial Bank USA
Finance1FB Community Banking is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
Aggregate accounts in one place
Citizens Bank & Trust MO
FinanceAggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipts or check images. Set balance alerts and manage account settings securely.
BrightPlan LLC
FinanceTake control of your finances using BrightPlan for personalized financial guidance, tracking your goals, and making a plan based on your unique situation to thrive! This employer provided benefit helps reduce financial stress and build your confidence when it comes to money.
Huge Legal Technology Company, Inc
FinancePlan your legacy and protect what matters most. With over 1 million families served and more than $100 billion in assets protected, Trust & Will is the most trusted name in modern estate planning. With the Trust & Will app, you can create, organize, and update your estate plan anytime, anywhere.
View finances, chat with advisor, track expenses,
Tamarac Inc.
FinanceView financial data through an interactive dashboard. Access dynamic reports with current investment details. Store documents securely in a vault. Use budgeting tools to manage expenses. Communicate with a financial advisor within the .
Track expenses, , and savings goals
Life Utility Apps LLC
FinanceTrack and manage credit cards, student loans, auto loans, and mortgages. Add manually, view detailed progress reports, and set repayment schedules. Monitor habits, set savings goals, and receive alerts for upcoming payments.
RightCapital Inc.
FinanceRightCapital provides a clear, complete, and simple way for you to view and track your financial life and connect with your financial advisor.
Triad Business Bank
FinanceTriad Business Bank is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
Artem Shyshko
FinanceTake control of your finances with our all-in-one Budget Planning app. Whether you’re saving for a big purchase, trying to cut down on unnecessary expenses, or simply want to understand where your money goes every month, our app offers a clean, powerful, and easy-to-use solution for your personal...
Track accounts, investments, and goals
Range Finance, Inc.
FinanceTrack income, expenses, and net worth across all accounts. Set financial goals and monitor progress. Use AI to analyze spending patterns and suggest budget adjustments. Automate savings and investment contributions.
Arta Finance Inc.
FinanceArta Finance is a digital wealth platform designed for next-gen wealth builders, providing access to elite investments, expert connections, and insightful tooling to help them grow their wealth with confidence.
Arkadiusz Szczepkowicz
FinanceTrack, Analyze, and Benchmark Your Investments with a Powerful Portfolio Tracker: Finance Bay. Stay on top of your finances with a comprehensive Portfolio Tracker designed to consolidate and streamline your investment management.
Habits, Inc
FinanceUnlock your financial potential with Habits—the premier marketplace for top-tier financial advisors across the United States. Perfect for those navigating pivotal life moments—be it buying your first home, welcoming a new child, selling a business, or changing careers.
App information from Apple App Store. WealthBuilder Planning and related trademarks belong to MRA ADVISORY GROUP, LLC.