Apps Like Compound Planning for iPhone and iPad
Track net worth and manage assets
Track net worth, investments, real estate, and liabilities in real time. Organize financial data into a centralized dashboard. Securely store and tag tax, financial, and estate documents. Automatically update financial information.
Compound Planning screenshots
Ranked alternatives
Showing 421–440 of 1,000 ranked alternatives.
SEI Connect - Investor
SEI Investments Management Corporation
Access accounts with biometrics
Access accounts with biometric login via Face ID or TouchID. Receive push notifications for new messages and documents. Scan physical documents using the camera to create formatted files.
Wealth Tracker
Blue Plum Software Inc, The
Track and manage assets and net worth.
The app allows users to track and manage assets and net worth with custom categories, tags, and locations. It supports foreign currencies and provides multiple charts for financial progress analysis and reporting.
Connect Invest Mobile
Connect Invest Corporation
In real estate notes
In real estate notes with fractional ownership. View portfolio performance, track cash flow, and manage investments. Set up recurring contributions and receive regular reporting.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.