Track accounts, plan finances, set goals
Track financial goals and create a personalized plan based on lifestyle and objectives. Link accounts to analyze spending and identify gaps. Set meaningful goals and receive guidance on achieving financial wellness through weekly check-ins.
Showing 1–20 of 1,000 ranked alternatives.
The Accel Group LLC
Link accounts, create, and track financial plans
Create and follow a personalized financial plan by linking accounts for comprehensive insights. Track 10 themes of financial wellness, identify gaps, set goals, and receive guidance to improve financial health.
GENWEALTH HOLDINGS, LLC
Link accounts, build a plan
Create and follow a personalized plan based on your lifestyle and goals. Link accounts for a comprehensive overview. Track 10 themes of , identify gaps, and set meaningful goals.
Acorns Grow Incorporated
Save, , and track money
Save and money automatically. Set up recurring transfers and track spending habits. View investment portfolios and performance. Receive financial education resources and set savings goals. Lock accounts and manage security settings remotely.
Empower Annuity Insurance Company of America
Track expenses, view balances, manage budgets
Track income and expenses across multiple accounts. Monitor net worth with real-time updates. Access professional investment advice. Set financial goals and receive personalized recommendations. Sync data from various financial institutions.
Credit Sesame, Inc.
Access scores and track offers
Monitor and history. Set goals for improvement. Compare card offers based on personal financial data. Receive alerts for changes. Access report summaries. Track progress over time. Manage -related notifications.
One Finance, Inc.
Manage finances, track expenses, earn rewards
Track expenses with categorization and budgeting tools. Set spending limits and receive notifications. View transaction history and monthly summaries. Link accounts for consolidated financial overview.
The Lampo Group Incorporated
Track expenses, set budgets, save money
Create custom budgets and track expenses. Set financial goals and manage transactions. Plan spending and monitor progress. Sync with financial accounts. Adjust budgets to find hidden savings.
DIGITAL FEDERAL CREDIT UNION
Manage accounts, transfer funds, view balances
Manage finances with tools to track balances, transfer funds, and deposit checks via photo. Set financial goals and review progress. Use FutureLook™ for spending forecasts and Payment Planner to manage loan repayments.
Oportun, Inc.
Save money, track expenses, set goals
Set savings goals and automatically transfer funds to meet them. Track spending habits and income. Adjust savings plans based on personal schedules and financial needs. Receive notifications about savings progress and account activity.
Edward D. Jones & Co., L.P.
View accounts and track performance
View account holdings, performance, and activity. Connect external accounts to see balances. Track progress toward financial goals. Message and share documents with the team. Deposit checks and transfer funds. View and sign account-related documents.
Cleo AI Ltd
Chat with to track expenses and set
Track spending with real-time alerts and categorization. Set savings goals and receive personalized tips. Request a cash advance and monitor credit score improvements. Chat with an AI to discuss budgets and financial goals.
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