Apps Like TFO OnTrak for iPhone and iPad
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.
TFO OnTrak screenshots
Ranked alternatives
Showing 381–400 of 1,000 ranked alternatives.
Compound Calc | Goal Finder
Moses Mathew Mccall
Plan goals and track growth
Visualize growth with interactive charts showing investment growth over time. Set financial goals and explore different contribution scenarios. Track progress and adjust plans to meet objectives.
ET - Expense Tracker
金 郭
Track expenses, view income, and organize finances
Track income and expenses to gain financial clarity. Record transactions, categorize spending, and view monthly summaries. Set budgets, receive alerts, and generate reports to manage cash flow effectively.
Divvi Wealth
Divvi Wealth Management, LLC
View account details, collaborate, stay connected
View account details, access portfolio information, and track financial goals. Communicate with financial advisors, receive updates on investments, and review performance reports. Set reminders for financial milestones and adjust investment settings.
Jacobson & Schmitt Advisors
Jacobson & Schmitt Advisors, LLC
View net worth and financial plan anytime
View real-time net worth and financial plan details. Track investments, expenses, and income. Receive alerts for account changes. Update financial goals and view performance reports. Sync with banking accounts for accurate data.
CashBook , Money Manager
Mo'men Hemeid
Record income and track expenses
Track expenses and record income with daily entries. View financial statistics and budget breakdowns. Securely back up data. Monitor spending patterns and set financial goals. Adjust budgets and analyze spending habits over time.
Tallulah Falls School
Tallulah Falls School INC
Check schedules, grades, and news
Check student schedules, homework, and grades. Access news stories and social media accounts. Watch videos and review upcoming events. Apply for financial aid, make tuition payments, and contribute to online giving.
True Wealth Design
True Wealth Design, LLC
View financial data and manage budgets
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Access documents from financial advisors in a secure vault. Manage budgets and track spending. Set financial goals and receive alerts.
Milestones2Wealth-Smart Value
Smart Value Equisearch Private Limited
Enroll, invest, and track your portfolio
Enroll in mutual funds, track investments, and view portfolio performance. Set recurring contributions and receive alerts. Access account statements and manage holdings. Sync with financial goals and monitor market trends.
UltraBudget: AI Budget Planner
Axiosware LLC
Track expenses, set budgets, and save automatically
Track expenses and categorize transactions. Set and adjust budgets based on spending habits. Receive personalized spending insights and recommendations. Sync data across devices and view financial summaries in real time.
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.
Gatewood Wealth Solutions
Gatewood Wealth Solutions, LLC
Manage finances and track investments
Access financial plans, investment performance, and cash flow data anytime. View detailed reports, track expenses, and set financial goals. Receive alerts for account activity and securely manage investments.
Pinnacle Wealth
Pinnacle Wealth Planning Services, Inc
Access financial data and investment plans
View account balances and transaction history. Access investment portfolios and performance reports. Schedule and manage financial goals. Receive alerts for account activity. Contact support for assistance with financial planning.
Safe Home Finance
SAFE HOME FOR GENERAL TRADE, REAL ESTATE INVESTMENT AND FINANCIAL SUPPORT LIMITED
Manage finances and track transactions
Calculate car, , and personal financing plans by inputting amount, duration, and profit rate. Apply for plans instantly. View transaction history and manage investments. Set reminders for payments and track financial goals.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.