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 501–520 of 1,000 ranked alternatives.
Financial Calulator
Bharati Bhadaniya
Calculate loans, track savings, plan investments
Calculate loan payments, savings goals, and investment returns. Input variables to generate accurate projections. Track progress toward objectives. Export results for record-keeping.
Buddget
Samuel Pinheiro Junior
Track expenses and manage cash flow
Track expenses and create budgets with categories and custom rules. Set financial goals and monitor progress. Manage investments and view cash flow reports. Sync accounts and receive alerts for transactions.
Rental ROI Plus
brian drye
Maximize rental property profits with insights.
The app provides rental property owners with tools to analyze return on investment, track cash flow, and perform break-even analysis. It offers interactive graphs and customizable inputs for financial decision-making.
Cresta Advisors
Cresta Advisors, LTD.
View finances, track expenses, secure documents, create
View financial data through an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely with a document vault. Manage budgets and track spending.
Cornerstone Planning
Cornerstone Planning Group, LLC
View portfolio data and financial plan details
View portfolio data and financial plan details in real time. Access account balances, transaction history, and investment performance. Receive updates on financial goals and plan adjustments. Communicate with advisors for personalized guidance.
Kohmann Bosshard Client Portal
Kohmann Bosshard Financial Services LLC
Track expenses, view reports, secure documents, manage
View financial data through an interactive dashboard. Access dynamic reports with real-time investment details. Securely view documents from financial advisors. Manage budgets and track spending.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.