Apps Like Catalyst FP for iPhone and iPad
Access portfolios, accounts, and vault
Access portfolio valuations, view account and investment overviews, and access the vault. Manage investments, check balances, and review transaction history. Receive alerts and update contact information.
Catalyst FP screenshots
Ranked alternatives
Showing 21–40 of 1,000 ranked alternatives.
Empower Personal Dashboard™
Personal Capital Corporation
Track expenses, plan budgets, manage accounts
Manage all financial accounts in one place. View net worth, track investments, and plan for retirement. Set budgets, monitor spending, and receive personalized financial insights. Sync accounts and access real-time market data.
Ajman Bank Connect
Ajman Bank
Manage accounts, track expenses, send money
Check account balances, transfer funds between accounts, and pay bills. View transaction history and set spending limits. Access credit card statements and manage investments.
Redwood Credit Union
Redwood Credit Union
Apply loans and compare rates
Access your account by registering in the and logging in with Face ID or Touch ID. View balances, transfer funds, and manage loans. Apply for cards or loans directly. Receive alerts and update personal information securely.
Philadelphia FCU Mobile
Philadelphia Federal Credit Union
Access accounts anytime, anywhere
Check account balances and view transaction history. Transfer funds between accounts. Make bill payments. Locate nearby branches and ATMs. Access account information 24/7.
Running Point Capital
Running Point Capital Advisors, LLC
Access portfolio and financial data securely
Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.
Greenwood Gearhart Client App
Greenwood Gearhart Inc.
Access portfolio, track performance, review documents
Access portfolio information, view relationship timelines, and store documents securely. Retrieve account details, track investments, and communicate with wealth management advisors through the .
The Kelly Group
Kelly Financial Group Limited Liability Company
Access client info and share documents
Access account information and documents through a simple interface. Share files via the Client Vault. View transaction history and manage account settings. Receive updates and notifications.
ENBD X
EMIRATES NBD Bank (P.J.S.C)
Manage accounts, view balances, pay bills
Access accounts, manage funds, and control cards. View transaction history and set spending limits. Schedule payments and receive alerts. Request account information and track card usage.
EFCU Financial Mobile Banking
EFCU Financial Federal Credit Union
Check balances and manage accounts
View account balances and transaction history. Transfer funds between accounts. Make loan payments and pay bills. Set security preferences and receive alerts. Manage account settings and access customer support.
Launch Credit Union
Launch Credit Union
Bank anytime, access accounts, manage money
Check account balances, transfer funds between accounts, and pay bills. View transaction history and set up alerts. Deposit checks via photo and manage loans. Access customer support and update personal information.
Forcht Bank Mobile Banking
Forcht Bank National Association
Manage accounts, transfer funds, pay bills
Check account balances, transfer funds between accounts, and pay bills. View transaction history and set up alerts. Receive security alerts and lock accounts remotely.
NetBenefits
Fidelity Investments
View retirement savings and benefits
View retirement savings, investments, and account performance. Check balances and recent contributions. Manage HSA expenses and investments. Monitor 529 plans and brokerage accounts. Access health insurance details and coverage information.
Morningstar for iPad
Morningstar, Inc.
Track portfolios, research stocks, monitor markets
Monitor market trends and track portfolio performance with real-time data. Research stocks, mutual funds, ETFs, and CEFs. View investment commentary, news, and videos. Customize portfolio tools and access comprehensive financial data.
WFI MyAccount Mobile
Westlake Services, Llc
Make payments and manage accounts
Manage accounts with payment options, recurring payment setup, and payoff information access. View transaction history and account details. Receive notifications for account activity and payment confirmations.
Snowball Analytics
Snowball Analytics
Track investments and manage portfolios
Track investment portfolios with consolidated brokerage accounts. Plan and monitor investments, manage dividends, and analyze performance. View dividend and coupon income via a calendar. Set and track financial goals. Sync data across devices.
Atlantic Union Bank Wealth
Atlantic Union Bank
View account details and manage investments
View investment accounts with a personalized dashboard showing portfolio activity, asset allocation, gains, and losses. Customize dashboard layouts. Access company details and contact information for financial team.
Whelan Financial
Whelan Financial, Inc.
View portfolio balances and statements anytime
View portfolio balances and performance metrics. Access quarterly statements and other account documents. Retrieve transaction history and investment details. Set up account alerts and notifications. Submit support requests directly through the .
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.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.