Track net worth and manage assets
by Compound Financial, Inc
Curated apps similar to Compound Planning, ranked by relevance and user ratings.
CENTREBANK
Finance
CentreBank 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 view
O'Bannon Banking Company
Finance
Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipt photos. Set alerts for balance changes and scheduled payments. Manage budgets and track spending patterns.
Track transactions and add notes
Integra First Federal Credit Union
Finance
Manage finances with transaction organization, including tags, notes, and receipt photos. Set balance alerts. Make payments to individuals or businesses. Transfer funds between accounts. Deposit checks via photo.
SEA AIR
FinanceSea Air FCU 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.
The Neffs National Bank
FinanceNeffs Bank Mobile 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.
The Victory Bank
FinanceThe Victory Bank App is a free mobile decision-support tool that gives you the ability to aggregate all of your financial accounts, including accounts from other financial institutions, into a single, up-to-the-minute view so you can stay organized and make smarter financial decisions.
Everest Tecnologia da Informacao
FinanceSeus investimentos ficam bem mais alinhados aos seus sonhos e objetivos quando você usa o Kinvo. De um jeitinho fácil, prático e intuitivo, você consegue acompanhar investimentos num só lugar, organizá-los em múltiplas carteiras por estratégias ou objetivos, definir metas, ver a rentabilidade,...
Aggregate accounts in one place
Gateway Bank
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.
Aggregate accounts in one place
Mountain Valley Bank
FinanceAggregate financial accounts from multiple institutions into one view. Track transactions with tags, notes, and receipt photos. Set up alerts and manage budgets. View spending patterns and receive account updates in real time.
Community Bank, Inc
FinanceMyCBmobile is your personal financial advocate.
Aggregate accounts in one place
Chain Bridge Bank, National Association
FinanceAggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes to transactions, and attach receipts or check images. Set up alerts for account activity and manage budgets.
Quber Technologies Inc.
FinanceSave for life’s surprises, build better habits, and get rewarded along the way - all with QUBER. With QUBER’s emergency savings account, you’ll always have money set aside for the unexpected. Your employer sponsors the cost, so you can use QUBER for free.
Center National Bank
FinanceCenter Bank MN 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, track spending, manage budgets
The Union Bank.
FinanceAggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipts or check photos. Set alerts for account activity and manage spending habits with budgeting tools.
People's Bank
FinanceLyons Peoples 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.
NewBank
FinanceNEWBANK Mobile 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.
Manage finances, set alerts, make payments
Paragon Bank
FinanceSet up balance alerts and customize thresholds. Make payments to individuals or businesses. Transfer funds between accounts. Deposit checks via photo capture. Reorder or disable debit cards remotely. View transaction history and account details.
West Central Georgia Bank
FinanceWCG Mobile 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.
App information from Apple App Store. Compound Planning and related trademarks belong to Compound Financial, Inc.