WealthBuilder Planning app icon

Apps Like WealthBuilder Planning for iPhone and iPad

by MRA ADVISORY GROUP, LLC★ 5.02 ratingsFinanceFreeData updated 2026-09-06

WealthBuilder Planning screenshots

Ranked alternatives

Showing 41–60 of 1,000 ranked alternatives.

  1. SGH Wealth Management app icon

    SGH Wealth Management

    SGH Wealth Management, LLC

    Monitor investments and financial data securely

    Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.

    ★ 5.07 ratingsFinanceFreeData updated 2026-09-06
  1. TRU app icon

    TRU

    Financial Technologies SAE

    Customize payments, manage purchases, explore deals

    Manage finances with customizable payment options, track spending, set budgets, and receive alerts. Schedule payments, view transaction history, and access secure account information. Explore deals and manage purchases within the .

    ★ 4.8157 ratingsFinanceFreeData updated 2026-09-06
  2. College Scholarship Calculator app icon

    College Scholarship Calculator

    College Raptor Inc

    Find scholarships and compare offers

    Explore colleges by location and compare offers. Estimate financial aid based on GPA, ACT, SAT scores, and other factors. Compare estimates side by side.

    ★ 4.6295 ratingsEducationFreeData updated 2026-09-10
  3. BenefitsForYou app icon

    BenefitsForYou

    CMFG LIFE INSURANCE COMPANY

    Track retirement accounts anytime

    Monitor retirement accounts with 24/7 access. View 401k and other savings plans from a single account. Use RetireOnTarget to plan retirement income. Track current and projected retirement income levels. Set and adjust retirement income goals.

    ★ 1.7249 ratingsFinanceFreeData updated 2026-09-11
  4. Fiduciary Trust International app icon

    Fiduciary Trust International

    Fiduciary Trust Company International

    Manage accounts and view balances

    View account balances, holdings, and recent activity. Securely share files with the Team via a digital vault. Access account information anytime on mobile devices.

    ★ 4.49 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.