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 541–560 of 1,000 ranked alternatives.
Cresta Advisors
Cresta Advisors, LTD.
View finances, track expenses, secure documents, create
View financial data through an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely with a document vault. Manage budgets and track spending.
Wealth Architects, LLC
Wealth Architects, LLC
View financial data and manage budgets
View financial overview through an interactive dashboard. Generate dynamic reports with current investment data. Store and share documents securely with a vault. Manage budgets and track spending.
Investcorp Wealth
Investcorp Holdings B.S.C. (c)
Invest in alternative assets and manage
Create an account and allocate capital to alternative investments. Monitor portfolio performance with transparent reporting. Access news and insights on global markets. Track investment opportunities and manage capital distributions.
RPN-38 CX
Willy Kunz
Simulate HP-38C calculator operations
Simulate the HP-38C calculator with real-time input and output. Perform financial calculations, program custom functions, and use reverse Polish notation. Supports HP-12C compatibility for most operations.
Plante Moran Wealth
PMFA INC
Access portfolios, view reports, manage investments
View investment portfolio details in real time. Access account summaries, performance charts, and transaction history. Receive alerts for portfolio changes. Communicate with financial advisors through secure messaging.
QReal
KOREA IRON&STEEL ASSOCIATION
Recognize QR Codes on Mill Test Certificates
The app recognizes recorded QR Codes on Mill Test Certificates using a smartphone. It provides a service for original MTC data, enhancing trust in original documents.
Inflows
Essayas Investments, LLC
Connect with advisors and affiliates
Connect with financial advisors, asset managers, and financiers through private networking. Access exclusive content and events. Schedule and manage meetings. Share professional insights and resources. Track industry trends and opportunities.
Aitbot
ASCOIN TECHNOLOGY PTE. LTD.
Get real-time financial advice and track investments
AI chatbot provides real-time financial advice and answers questions. Track cryptocurrency portfolio and net worth on a dashboard. Set financial goals and receive personalized recommendations. Monitor spending and budget categories.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.