Apps Like My Plan Admin for iPhone and iPad
My Plan Admin screenshots
Ranked alternatives
Showing 281–300 of 1,000 ranked alternatives.
BIP ClientCare
BIP Technology, LLC
View portfolio, track assets, receive insights
View asset performance data, access portfolio details, and receive personalized insights. Track investments, set reminders, and communicate with financial advisors. Receive notifications and update account information securely.
Sherman Wealth
Sherman Wealth Management, LLC.
View account balances and performance
View account balances, performance metrics, and transaction statements. Access detailed reports and portfolio summaries. Set up recurring transactions and schedule bill payments. Receive real-time notifications for account activity.
Beacon Hill
Beacon Hill Private Wealth LLC
View portfolio values and allocations
View portfolio values and allocations in real time. Track asset distributions and performance metrics. Receive notifications for account activity and market changes. Adjust investment settings and access detailed reports.
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.