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 141–160 of 1,000 ranked alternatives.
Jadwa Investment
Jadwa Investment
Manage investments and track performance
Manage investments with access to Shariah-compliant asset classes across global markets. View portfolio details, including managed investments and brokerage balances. Set up subscriptions and monitor performance metrics.
Meritus Credit Union
Meritus Federal Credit Union
Access accounts, view balances, transfer funds, pay
Check balances and view account details in real time. Make transfers between accounts. Pay bills and deposit checks via photo. Set transaction alerts and manage account security remotely.
Scotia iTRADE mobile
The Bank of Nova Scotia
Trade stocks, view portfolios, track prices
Track stock prices and market trends. Place and manage trades with real-time data. View portfolio performance and investment history. Set price alerts and access research tools. Receive market news and company updates.
Paulson Wealth Mobile
PWM LLC
View account performance and track financial goals
View account balances and performance metrics. Access financial goal plans and progress. Receive personalized insights and updates from financial advisors. Adjust investment settings and review portfolio details.
The Retirement Planning Group
THE RETIREMENT PLANNING GROUP, INC.
Review performance, track income, upload documents, link
Review investment performance and account values. View income, distributions, and net worth summaries. Upload and download documents from a secure vault. Link external accounts for consolidated financial data.
Eurobank Mobile App
Eurobank Ergasias S.A.
Manage accounts, view balances, track expenses
View account balances, income, and expenses on a single dashboard. Track spending by account and card. Check €pistrofi earnings from purchases. Access loans, investments, and insurance products. Manage transactions and set account alerts.
Mktbox: Stock Market Tracker
Hijinx LLC
Track investments and manage portfolios
Track investments and manage portfolios by linking brokerage accounts or manually inputting trades. View performance of each holding over any time period. Stay informed on trends and overall portfolio activity.
GS Custody Solutions
Goldman Sachs
View portfolio, track positions, access history
View portfolio summaries, positions, and transaction history. Check account balances and review trade details. Execute actions on high-priority items. Receive secure login access via fingerprint or password.
Vestiva
BCP ADVISORS, LLC
Manage investments and access financial tools
Manage investments in U.S. dollars with access to various financial products. View portfolio performance, track expenses, and set investment goals. Receive guidance from financial advisors and monitor market trends in real time.
Musaffa: Halal Investing
Musaffa, LLC
Invest in Sharia-compliant assets
Check stock status instantly. Calculate purification amounts for investments. Manage portfolios with AI-driven insights. Set investment goals aligned with Islamic principles. Track performance and receive compliance alerts.
Tamra Capital: Save & Invest
TAMRA CAPITAL COMPANY
In ETFs and manage your portfolio
Manage investments with automated portfolio management and diversification across exchange-traded funds. Set financial goals, track performance, and adjust allocations. Receive market insights and access account statements.
First Federal Savings – Lorain
First Federal Savings & Loan Association of Lorain
Access accounts, transfer funds, view transactions
Check account balances, transfer funds between accounts, and view transaction history. Pay bills and schedule deposits. Set up security alerts and manage account settings remotely.
BRI-OK
Benefit Resources, Inc.
View account balances and track transactions
Manage healthcare benefits with real-time account balances and transaction history. Fund HSA accounts from linked bank accounts. Receive and view email alerts. Contact administrators via email or phone.
Hohimer Wealth
Hohimer Wealth Management LLC
View portfolio, generate reports, store documents
View financial portfolio with an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely via a document vault. Access additional financial tools and features.
1st CCU Anywhere
FIRST COMMUNITY CREDIT UNION (INC)
Check balances, view history, transfer funds, pay
Check account balances and view transaction history. Deposit checks via photo. Make transfers and pay bills. Set account alerts and manage security settings remotely.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.