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 121–140 of 1,000 ranked alternatives.
NaturalUI Inc.
Build plans, connect accounts, track finances
Build a financial plan by answering lifestyle questions. Connect bank accounts via Plaid to receive a financial breakdown. Set goals to achieve financial freedom without professional advice.
Rise Vest Technologies Limited
In assets and track your portfolio
In global, dollar, and naira denominated assets. Set financial goals and build a personalized portfolio. Track performance, adjust investments, and receive market insights. Manage accounts, view balances, and schedule recurring contributions.
OneEleven, Inc.
Track expenses, set goals, and coach
Track expenses and budget with category-based spending insights. Set goals and receive progress updates. Access educational videos on personal finance topics. Receive personalized advice from virtual coaches.
Voya Services Company
Track expenses, connect accounts, plan budgets
Organize financial accounts by connecting checking, savings, and credit cards. Track spending and debts. Set and monitor financial goals such as saving for college or paying off debt. Receive insights to guide financial decisions.
United Overseas Bank Limited Co.
Manage finances, track expenses, set savings goals
Personalised money insights include alerts, reminders, and spending recommendations. Manage transactions, accounts, and cards with QR code payments. Adjust transaction limits and schedule transfers.
Androscoggin Savings Bank
Manage accounts, transfer funds, track expenses
Check account balances and review transactions. Set alerts for account activity. Transfer funds internally or externally. Link external bank accounts. Manage budgets and track spending. Securely access financial tools on multiple devices.
PSE CREDIT UNION, INC.
Check balance, view transactions, transfer funds
Access account balances and transaction details anytime. Transfer funds between accounts. View detailed transaction history. Securely manage finances 24/7. Requires enrollment in Home Financial Services.
The Commercial National Bank of Brady
Aggregate accounts, track expenses, manage budgets
Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipt photos. Set balance alerts and manage spending goals. Transfer funds and pay bills directly.
Community Savings Bank Iowa
Aggregate accounts, track expenses, manage budgets
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage spending limits.
Devkrushna Infotech Private Limited
Calculate EMIs, plan loans, compare options
Calculate EMIs for loans with precise monthly payment estimates. Compare multiple options side-by-side. Plan repayments and adjust terms to fit financial goals. Track details and view payment schedules.
First Foundation Bank
Securely connect accounts and track balances
View account balances and transaction history. Transfer funds between accounts. Pay bills and track spending. Connect external accounts for consolidated financial overview. Set spending alerts and manage budgets.
FedChoice Federal Credit Union
Banking on the go better
The app offers a refreshed banking experience designed for speed and security. Users can manage their entire financial world from real-time alerts to instant eStatements.
TAMRA CAPITAL COMPANY
In ETFs and manage your portfolio
Manage investments with automated portfolio management and diversification across exchange-traded funds. Set financial goals, track performance, and adjust allocations. Receive market insights and access account statements.
The Citizens Bank of Edmond
Manage finances, track expenses, access banking
Access digital banking features, manage transactions, and track savings goals. Create custom financial readiness reports. Submit direct deposit forms for early payday. Sync with financial resources from Citizens of Edmond.
CornerStone State Bank
Aggregate accounts, track balances, view transactions
View all financial accounts in one place, including external institutions. Check balances, track transactions, and receive alerts. Set budget goals and monitor spending. Securely manage payments and transfers.
Jassby, Inc.
Manage chores, send allowances, reward kids
Track and manage children's chores with assigned financial rewards. Set weekly allowances and assign tasks with specific incentives. Monitor spending, saving, and giving habits. Allow kids to propose their own chores and earn money.
Newtek Technology Solutions, Inc
Track balances, transfer funds, deposit checks, protect
Track account balances and review financial statements. Transfer funds between accounts securely. Submit check deposits via camera. Access recent transactions instantly. Use fingerprint or face ID for secure access.
Sun Life Assurance Company of Canada
Manage benefits, insurance, and investments.
The app provides an all-in-one digital hub for managing benefits, insurance, and investments. Users can track savings, submit claims, check investment performance, and access health services.
Youth Financial Literacy Foundation
Manage your Protection Plan accounts
Manage financial health and literacy by accessing Protection Plan products. View account details, track expenses, and set financial goals. Log in to use plan features and receive educational resources.
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