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 561–580 of 1,000 ranked alternatives.
Truepoint Wealth Counsel
TRUEPOINT WEALTH COUNSEL, LLC
Track expenses, budget, and secure documents
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Manage budgets and securely store documents. Track spending and receive alerts for account activity.
Budget Planner - Money Tracker
Xenfer Informatica Private Limited
Track expenses, set budgets, grow savings
Track expenses and manage budgets with categorized entries and custom spending limits. Set monthly goals and receive alerts for overspending. View detailed reports and sync data across devices.
Wealth Architects, LLC
Wealth Architects, LLC
View financial data and manage budgets
View financial overview through an interactive dashboard. Generate dynamic reports with current investment data. Store and share documents securely with a vault. Manage budgets and track spending.
Hoopay Wallet
HOO FRANKINCENSE (HF)
Send funds, track expenses, make payments
Manage finances with instant money transfers and secure payments. Send funds to contacts, track spending, and pay bills directly. Set up alerts and lock accounts remotely. View transaction history and manage multiple accounts.
Ballast Advisors
Ballast Advisors, LLC
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 financial advisor. Access budgeting tools and manage financial documents.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.