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 141–160 of 1,000 ranked alternatives.
Lincoln National Corp.
Access account info and manage retirement plan
Manage retirement accounts, submit and track claims, view dental ID cards, and access wellness tools. Adjust retirement plan settings, manage employee benefits, and find dentists.
BrightPlan LLC
Track goals, plan budgets, manage finances
Manage finances with personalized planning, goal tracking, and budgeting tools. Set financial goals and receive tailored guidance. Access educational resources like articles and live sessions.
Tomer Shalom
Track assets and liabilities
Track net worth by entering assets like real estate, bank accounts, and stocks, and liabilities such as loans and mortgages. Update portfolio regularly to monitor progress toward financial goals. View progress visuals and asset allocation charts.
Philippine AXA Life Insurance Corporation
Access policy documents and manage insurance plans
Access insurance policy documents, pay premiums, and view e-receipts online. Manage investments by accessing funds, viewing transaction history, and tracking performance. Submit claims and contact support through in- messaging.
MX TECHNOLOGIES, INC.
Track expenses, set budgets, view reports
View financial data from multiple accounts in one place. Track expenses, set budgets, and receive notifications for transactions. Create visual reports and customize alerts for spending patterns.
Ruttinger Software GmbH
Track expenses and set budgets
Track income and expenses to understand spending habits. Set monthly budgets and receive alerts when limits are approached. View detailed reports on spending categories and savings progress.
Andre Leite Barbosa Costa
Simulate investments and track growth
Calculate investment returns using formulas. Input initial amount, monthly contributions, and time frame. Visualize growth with charts and graphs. Set financial goals and track progress over time.
Jomo Labs, LLC
Track spending, reflect, save more
Track spending habits and set savings goals based on daily reflections. Use behavioral insights to adjust spending patterns. Receive prompts to review expenses and reflect on financial decisions. Sync data across devices for consistent tracking.
Cooperative Teachers Credit Union Inc
Save, borrow, and manage your money
Manage savings and loans through a cooperative financial platform. View account balances, transfer funds between accounts, and apply for loans. Access member-exclusive features and track financial goals.
Timofei Voropaev
Track expenses and log purchases
Track expenses by adding purchase data in one step. Set budgets and monitor spending categories. Receive alerts for overspending. Generate reports to analyze financial habits and plan future expenses.
Greamer Co., Ltd.
Track expenses, set goals, save money
Track expenses with simple and fast entry. View friendly analytical reports, charts, and top rankings. Participate in challenges to build financial skills. Organize collections for budgeting and savings.
Farther Finance, Inc
Plan, , and with confidence
Track expenses, set financial goals, and receive personalized advice. Monitor investment performance and adjust portfolios. Access real-time market data and generate customized reports. Automate savings and bill payments.
Bank of San Francisco
Aggregate accounts, track balances, manage budgets
View all financial accounts in one place. Check balances, track transactions, and monitor spending. Set budget goals and receive alerts. Export statements and manage accounts securely.
Emre Cem Celik
Set savings goals and track progress
Create and customize multiple savings goals for different financial aspirations. Track transactions to monitor progress toward each goal. Set reminders and receive notifications for upcoming deadlines.
United Overseas Bank Limited Co.
Track expenses, save, and earn rewards
Check balances, transfer funds, and manage accounts. View transaction history and set spending alerts. Redeem rewards and track card benefits. Receive personalized financial insights and recommendations.
FYI Mobileware, Inc.
Track expenses, set budgets, automate savings
Track expenses with categorized entries and real-time budget updates. Set financial goals and monitor progress. Export reports and sync data across devices. Receive alerts for spending thresholds and transaction confirmations.
Mehmet Cetin
Track expenses, set budgets, save money
Track income and expenses with categorized entries. Set monthly budgets and monitor spending. Adjust allocations using the envelope system. Receive alerts for overspending. Export data and generate reports. Sync across devices.
Socialtrade Corporation
Track trades and analyze charts
Track stock and financial market trends with interactive charts and analysis tools. Post and comment on trading ideas within a community of traders. Analyze options strategies with built-in libraries.
Rhinebeck Bank
Check balances, make transfers, pay bills,
Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts and send money via Zelle. Pay bills and make loan payments. Deposit checks remotely and manage account settings.
Standard Chartered
Manage accounts, invest, and track finances
Check account balances, transfer funds, and pay bills. View transaction history and set spending limits. Manage investments and savings goals. Receive alerts and update account settings remotely.
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