Apps Like Creative Planning for iPhone and iPad
Access portfolio and manage investments
View investment portfolios, track asset performance, and manage accounts. Adjust allocations, set reminders, and receive notifications. Sync with desktop software and access detailed reports.
Creative Planning screenshots
Ranked alternatives
Showing 181–200 of 1,000 ranked alternatives.
OpenArc Client Portal
OpenArc Corporate Advisory, LLC
Access portfolio, download reports, connect with advisor
Access portfolio details, download performance reports, and communicate with your financial advisor. View account summaries, track investments, and schedule meetings directly through the .
kinfo - Trading Journal
KINFO AB
Track trades, view portfolios, analyze performance
Track performance with detailed statistics and performance metrics. Compare results against other investors. View top traders' portfolios and analyze investment strategies. Integrate with brokers for real-time data and performance tracking.
Principal® México
Principal Fondos de Inversion, S.A. de C.V., Operadora de Fondos de Inversion Principal Grupo Financ
Track savings and investments
Track retirement savings and investment portfolios in one place. View account balances, manage investments, and set financial goals. Access available products and receive alerts for account activity.
Equitable Retirement Guide
Equitable Financial Services, LLC
Plan with custom scenarios
Customize scenarios and view historical data in charts and graphs. Generate client-approved digital reports. Access structured capital strategies for volatility protection. Track portfolio performance and adjust investment allocations.
Axis Mutual Fund: SIP, ELSS MF
Axis Asset Management Company Limited
Invest in funds and manage your portfolio
Invest in funds with SIP, lumpsum, or switches. View portfolio details and transaction history. Set reminders for SIP payments. Track fund performance and receive alerts for market updates. Manage investments and switch between schemes instantly.
Wealthscape℠
National Financial Services LLC
Access real-time market data and trade securely
Access client portfolios, view market data, and manage trades. Track performance metrics, send secure messages, and schedule client meetings. Integrate with Wealthscape platform for secure brokerage operations.
Planters Bank Mobile Banking
Planters Bank Inc
Access accounts, view balances, manage transactions
Check account balances, view transaction history, and manage funds. Transfer money between accounts, pay bills, and set spending limits. Receive alerts and access customer support through the .
Masterworks: Invest in Art
Masterworks, LLC
In art and track your portfolio
In shares of high-value art pieces by artists like Basquiat and Picasso. View portfolio performance, track individual artwork values, and receive updates on market changes. Buy and sell fractional shares of art collections.
Snowball Smart DeFi Wallet
Snowball Finance Incorporated
Deposit tokens or connect your bank account
Earn interest on deposited ERC-20 or BEP-20 tokens or connected bank accounts. Choose investment portfolios. View real-time earnings. Withdraw funds at any time.
The Dividend Tracker
The Dividend Tracker LLC
Track dividends, forecast income, visualize earnings
View income with a quick and easy format. Track payout dates and amounts. Forecast monthly and annual earnings. Visualize income trends and portfolio performance. Manage portfolios and monitor income streams.
NexTier OFS
NexTier Oilfield Solutions, Inc.
Manage business operations and investments
Manage business operations with real-time data tracking and analytics. Schedule meetings and send messages within the . Access partnership details and investment portfolios. Generate reports and set performance alerts.
邮储银行
Postal Savings Bank of China
Manage accounts, transfer funds, apply for loans,
Check account balances and transaction history. Transfer funds between accounts. Apply for loans and manage credit cards. View investment portfolios and pay bills. Schedule payments and access customer support via phone.
Nepal Share
Brainants Technology Pvt Ltd
Track real-time market data and news
Track real-time market data including prices, indices, and trading volumes. Manage portfolios by adding, removing, and monitoring investments. Access news and analysis related to the Stock Exchange. Set price alerts for specific shares.
Finroo: Intelligent Trader
Fantastocker Inc.
Track investments and analyze market data
Track stock, crypto, forex, commodities, and real estate prices. Analyze market trends with data-driven insights. Set investment goals and receive personalized suggestions. Monitor portfolio performance and adjust holdings.
Savvy Trader
Savvy Trader, Inc.
Track investments, create portfolios, share trades
Track stock and crypto investments in one place. Create and share virtual portfolios. Subscribe to other user portfolios. Set subscription fees for shared portfolios. Access AI-powered insights for investing questions.
Hedge – Invest With Friends
Hedge Capital Markets Inc.
And family together
In stocks, bonds, and ETFs or family. Set investment goals and track performance. Share portfolios and collaborate on decisions. Withdraw funds and view transaction history. Manage multiple accounts and set spending limits.
Ivy Invest
Buena Capital Advisors, LLC
Build and manage long-term portfolios
Manage long-term investments with access to traditional and alternative assets including private equity, venture capital, private credit, and real estate. View portfolio performance, adjust allocations, and track investment timelines.
Share Hub - NEPSE Information
Softshala Nepal Pvt Ltd
Track stock prices and manage portfolios
Track stock prices and market trends in real time. Add and manage multiple portfolios. Set stock alerts and watchlists. Receive notifications for IPO and FPO updates. View IPO results all at once. Access real-time data and market news.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.