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 221–240 of 1,000 ranked alternatives.
The Bank of New York Mellon Corporation
View balances, complete transactions, track history
View current and historical account balances. Complete transactions and access transaction history online. Manage mutual fund investments. Set financial goals and track progress. Receive investment recommendations tailored to individual needs.
Cashews Finance LLC
Track income, expenses, and spendable cash flow
Tracks income and expenses from connected bank accounts. Uses a predictive cash flow algorithm to determine spendable . Provides insights into spending patterns and financial health. Allows users to set financial goals and monitor progress over time.
Index Fund Advisors, Inc
Connect with and track your investments
Connect with Wealth via phone, email, or Facetime for personalized financial guidance. Read and share evidence-based investing articles. Watch educational interviews and documentaries on investment topics.
InvestIN Limited
Plan, save, and invest automatically
Plan, save, and invest with automatic savings features and zero hidden fees. Set financial goals and track progress. Access secure short and long-term investment options.
Metehan Gurgentepe
Track expenses and set savings goals
Track expenses by categorizing them and view spending patterns. Set savings goals and receive monthly reminders. Monitor income and progress with visual charts. Adjust budgets and receive alerts for financial milestones.
TDC Companies Inc.
Track expenses, view reports, secure documents, budget
View financial overview through an interactive dashboard. Generate dynamic reports with current investment details. Manage budgets and securely store documents. Track expenses and income. Receive alerts for account activity.
Bettr Dayz s.r.o.
Track expenses, income, and net worth
Track expenses, income, and net worth. Organize bank accounts, cash, and financial goals in one place. Create custom budgets and set savings goals. View spending insights and receive alerts.
At Ease Ltd
Track income, expenses, and
Track expenses by adding entries and categorizing them. Monitor income and expenses to create a budget. Set financial goals and view progress over time. Receive alerts for spending thresholds. Sync data across devices for consistent access.
Britney Shawstad
Track expenses and set spending limits
Track no-spend days with a calendar view. Set and monitor spending limits. Receive notifications for purchase attempts. Log expenses and analyze spending patterns. Sync data across devices. Set reminders for goals.
Troutwood LLC
Model savings and track investment growth
Simulate savings and investment scenarios starting from birth or career start. Adjust daily contributions to see growth over . Track career milestones and historical financial events.
Watt, Inc.
Track expenses and set budgets
Create a personalized financial plan with customizable goals and actionable steps. Receive one-on-one advice from credentialed advisors. Track spending, set budgets, and monitor progress toward financial objectives.
SUMA Wealth, Inc
Link accounts, track spending, manage investments
Manage multiple financial accounts, cards, and investments in a single dashboard. Track expenses, set budgets, and receive personalized spending insights. Use AI to identify unused subscriptions and plan major purchases.
FIG FILMS LTD
Track income, log , see progress
Track hourly earnings and multiple income sources. Generate charts and reports to analyze financial progress. Set goals and receive insights to manage income effectively.
RightCapital Inc.
Track accounts, view investments, connect with advisor
View and track financial accounts and investments in one place. Link accounts, monitor expenses in a budget module, share documents securely, and receive task notifications. Connect with a financial advisor for real-time updates and guidance.
Achieve Financial Credit Union, Inc.
Access accounts, manage finances, find locations.
The app offers users account access to check balances, view transactions, make transfers, and pay bills. Users can also find nearby branch locations and surcharge-free ATMs.
Envestnet Financial Technologies, Inc.
Track expenses, portfolios, and manage accounts
Account balances, transaction history, and portfolio details. Set up recurring transfers and bill payments. Receive alerts for account activity. Access investment performance reports and communicate with financial advisors.
Sherzod Nosirov
Save, track, and plan your money
Track expenses and income with detailed statistics. Set budgets and savings goals. Record transactions and categorize expenses. Save money instantly and view progress over time. Receive notifications for spending patterns and savings milestones.
Laxmi Bank Ltd.
Manage accounts, transfer funds, pay bills
Open bank accounts in 5 minutes. View account balances, transfer funds, and pay bills. Deposit checks via photo. Set transaction alerts and manage card security remotely. Track financial goals and access customer support through the .
Arta Finance Inc.
Invest in assets and track your portfolio
Manage investments with AI-driven insights and personalized financial tools. Access elite investment opportunities and expert networks. Set financial goals, track performance, and adjust portfolios. View transparent pricing and transaction history.
Wheelhouse Credit Union
View accounts, manage funds, transfer money
View financial accounts from multiple institutions. Transfer funds between accounts. Deposit checks and pay bills. Pay anyone in real time. Access electronic statements. Log in with device-enabled security. Manage spending and budgets.
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