Curated apps similar to WealthBuilder Planning, ranked by relevance and user ratings.
Quickdollarapp, Inc
Finance
Welcome to Banksola: Your Ultimate Money Budget Planner! Take control of your financial destiny with Banksola, the comprehensive budgeting app designed to empower your financial management.
Millennium Bank Mobile
Finance
Millennium Bank MB is your personal financial advocate.
Aggregate accounts in one place
Tandem Bank
Finance
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage spending limits. Track expenses and budgets.
Aggregate accounts, track balances, manage budgets
International Finance Bank
FinanceView all financial accounts in one place. Track balances, transactions, and budgets. Set alerts for spending and savings. Generate reports and manage bills. Securely access account details and transfer funds between accounts.
Citizens Community Bank IL
Financeccbankil 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
First Dakota National Bank Inc
FinanceAggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage budgets. Track spending patterns and receive financial insights.
Mala'a For Information Technology Company
FinanceMeet Malaa: your all-in-one financial app that helps you track, save, and grow your money! Effortlessly integrate your bank accounts, view your spending patterns, and boost your savings through investments.
Track , view transactions, manage investments
Nedbank Limited
FinanceTrack personal and banking transactions in one place. View investment portfolios and manage accounts. Log in securely with fingerprint or FaceID. Access real-time transaction history and investment performance.
Aggregate accounts in one place
Valley Bank of Commerce
FinanceManage finances by aggregating accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipts or check photos. Set alerts for spending thresholds and account activity.
Plan, , and with confidence
Farther Finance, Inc
FinanceTrack expenses, set financial goals, and receive personalized advice. Monitor investment performance and adjust portfolios. Access real-time market data and generate customized reports. Automate savings and bill payments.
Manage accounts, deposit checks, transfer funds, pay
WOODSFIELD SAVINGS BANK INC
FinanceManage accounts by viewing checking, , mortgage, and loan balances. Set account alerts and adjust preferences. Deposit checks via photo. Make transfers, pay bills, and manage cards directly. Enable Touch ID or Face ID for secure access.
Manage finances with tags and notes
American Exchange Bank Oklahoma
FinanceOrganize transactions with tags, notes, and receipt photos. Set balance alerts. Make payments to individuals or businesses. Transfer funds between accounts. Deposit checks via photo.
Track claims, view benefits, manage savings
Industrial Alliance Insurance and Financial Services Inc.
FinanceMonitor 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.
Farmers State Bank
FinanceFarmers State 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.
Aggregate accounts in one place
Gulfside Bank
FinanceAggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipt photos. Set balance alerts and customize notifications. Manage bills, transfers, and card security remotely.
Track transactions with tags and notes
First Education Federal Credit Union
FinanceKeep transactions organized by adding tags, notes, and photos of receipts and checks. Set balance alerts. Make payments to companies or individuals. Transfer money between accounts. Reorder transactions for clarity.
Save and manage your money securely
Walden Mutual Bank
FinanceManage accounts with real-time balance checks, fund transfers, and bill payments. Set up alerts and lock accounts remotely. Earn competitive interest rates and receive end-of-year patronage rewards.
Check balances, pay bills, transfer money
ADVANCED FINANCIAL SERVICES FEDERAL CREDIT UNION
FinanceCheck account balances and review recent transactions. Transfer funds between accounts. View and pay bills if enrolled in bill pay. Access accounts securely from any location.
Set alerts and make payments
Bridge Community Bank
FinanceSet up balance alerts and customize notifications. Make payments to individuals or businesses. Transfer funds between accounts. Deposit checks via photo capture. View and save monthly statements. Locate nearby branches and customer service contacts.
Manage finances with tags and notes
Planters & Citizens Bank
FinanceKeep transactions organized by adding tags, notes, and photos of receipts and checks. Set alerts for balance thresholds. Make payments to companies or individuals. Transfer money between accounts.
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