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 461–480 of 1,000 ranked alternatives.
Solertia
The Solertia Group Limited
Invest in properties and manage portfolios
Explore property investment opportunities with real-time data and detailed property listings. Manage investments, track performance, and receive alerts. Set budgets, view financial reports, and access support resources.
TruNeevesh
TRUNEEVESH LLP
Track investments, view portfolios, manage funds
Track mutual funds, NPS, PMS, bonds, SGBs, fixed deposits, IPOs, LAS, and custom assets like real estate or PPF. View portfolio performance, set investment goals, and receive alerts for market changes.
Cornerstone Planning
Cornerstone Planning Group, LLC
View portfolio data and financial plan details
View portfolio data and financial plan details in real time. Access account balances, transaction history, and investment performance. Receive updates on financial goals and plan adjustments. Communicate with advisors for personalized guidance.
Lake City Bank Wealth Access
Lake City Bank
Track balances, view trades, and check holdings
View personal balance sheet with real-time updates on trades, transactions, and portfolio holdings. Track cash flow and trends daily. data from over 20,000 institutions via Intelligent Aggregation.
Shayr: Family and Finances
Shayr LLC
Track expenses, sync accounts, view net worth
Track spending and net worth with real-time charts and graphs. Link multiple bank accounts and credit cards. Set budgets and receive spending alerts. View transaction history and categorize expenses. Share financial insights with members.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.