Apps Like XML Financial Group for iPhone and iPad
Ranked alternatives
Showing 21–40 of 1,000 ranked alternatives.


Morningstar Investor
Morningstar, Inc.
Track investments, analyze portfolios, set goals
Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.

Baird Online
Robert W. Baird & Co.
Track portfolio value and asset allocation
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.

Rave Financial
MOBILOIL FEDERAL CREDIT UNION INC
View accounts and transaction history
Manage accounts, view transaction history, and access cleared checks. Make transfers between accounts and locate nearby ATMs. Use SSL encryption for secure data transmission and block unauthorized access.







Tamra Capital: Save & Invest
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.




Homeside Financial
Lower, LLC
Track loans, receive updates, submit conditions
Track loan progress and receive real-time updates. Verify loan details and status. Submit conditions and set reminders for key dates. Initiate chat for support. Stay informed from origination to closing.

Vicinno Financial Calculator
Vicinno Soft LLC
Calculate formulas and manage cash flows
Simulate HP 12C functions on iPhone and iPad. Perform time value of money calculations, cash flow analysis, and loan amortization. Store and retrieve data. Adjust display settings and access help guides.



SSWP Client Access
SageSpring Wealth Partners, LLC
View portfolio, download reports, connect with advisor
View financial portfolio details, download performance reports, and connect with an advisor. Track account balances, investment summaries, and receive real-time market updates. Send secure messages and schedule consultations.

How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.