Apps Like My Plan Admin for iPhone and iPad
My Plan Admin screenshots
Ranked alternatives
Showing 221–240 of 1,000 ranked alternatives.
iA Private Wealth
Industrial Alliance Insurance and Financial Services Inc.
Monitor portfolio, chat with advisor
Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.
Precision Wealth Strategies
Precision Wealth Strategies, LLC
View account balances and contact your team
View account balances and performance metrics. Contact the Team directly. Access transaction history and send messages for support.
ENZI Wealth
ENZI WEALTH LLC
View account info, check balances, contact advisor
View account details and balances. Contact advisor directly. Access real-time account updates and transaction history. Send secure messages for support. Manage account inquiries and feedback.
Personal Financial Plan Wiz
PF Wiz LLC
, save, and track your finances
Create and manage long-term plans by setting and tracking lifetime goals. Input income, expenses, and savings. Generate reports and adjust strategies. Sync with accounts for real-time data. Set reminders for savings targets and milestones.
MD Wealth
MD Wealth Management, LLC
Access accounts, view reports, manage investments
Access account balances and transaction history. View investment performance and portfolio details. Schedule and manage meetings. Receive notifications and update contact information. Submit documents and track application status.
GDT Salary Tax Calculation
General Department of Taxation
Calculate tax on and benefits
Calculate tax on and fringe benefits for monthly taxable income. Input employee details to determine tax amount or tax base. View deductions and withholding information. Export results for record-keeping.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.