Apps Like Solid Point Wealth Advisors for iPhone and iPad
View financial data and manage budgets
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Access and view secure documents from a advisor. Manage budgets and track spending.
Solid Point Wealth Advisors screenshots
Ranked alternatives
Showing 161–180 of 1,000 ranked alternatives.
FinFit
FinFit Ops LLC
Track expenses, learn finance, earn rewards
Track expenses and income with a money management dashboard. Access personalized financial assessments and one-on-one coaching. Manage credit and banking accounts. Redeem points for cash and prizes. Learn about student loans and financial tools.
Think Bank - Think Online
Think Mutual Bank
Aggregate accounts, track expenses, manage budgets
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipts or check photos. Set alerts for spending thresholds and account activity. Manage budgets and track expenses.
DollarWise: Budget & Tracking
Hammer Media LLC
Track expenses, plan budgets, set goals
Track spending with automatic account syncing and custom categories. Set limits and receive actionable insights. Monitor debt, savings, and expenses. Adjust budgets and view progress over time.
Univest
Univest Bank and Trust Co
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. Track transactions, add tags and notes, and attach receipt photos. Set balance and transaction alerts. Manage budgets and view spending trends.
Money manager, expense tracker
Orange dog d.o.o.
Track expenses, income, and budgets
Track income and expenses with categorized entries. Set and monitor budgets. View spending patterns and savings progress. Receive alerts for transactions. Sync data across devices. Export financial reports. Manage multiple accounts and currencies.
My FSCU
Family Security Credit Union
Aggregate accounts, track expenses, manage budgets
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipts or check images. Set balance alerts and manage budgets. Export statements and track spending patterns.
GoBankFFB
First Fidelity Bank (U.S.)
Aggregate accounts, track spending, 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 budgets. Track spending patterns and receive financial insights.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.