Creative Planning app icon

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.

by Creative Planning, Inc.★ 1.947 ratingsFinanceFreeData updated 2026-09-08

Creative Planning screenshots

Ranked alternatives

Showing 361–380 of 1,000 ranked alternatives.

  1. HappyNest Invest app icon

    HappyNest Invest

    HappyNest Holdings LLC

    In real estate properties

    Manage real estate investments by rounding up daily spending to purchase commercial properties. Track rental income, view property details, and monitor portfolio performance. Set investment goals and receive alerts for important updates.

    ★ 3.3272 ratingsFinanceFreeData updated 2026-09-06
  2. BitradeX app icon

    BitradeX

    BITRADEX FINTECH LIMITED

    Manage crypto assets with AI insights

    Manage cryptocurrency portfolios with AI-driven investment strategies. Track assets, set goals, and receive tailored recommendations. Trade using credit card or bank transfer without KYC. Monitor performance and adjust strategies manually.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
  1. CircleBlack Investor app icon

    CircleBlack Investor

    Circleblack Inc.

    Track finances, view accounts, manage investments

    Track financial accounts and investments in one place. View progress toward retirement and other goals. Receive performance data at account, goal, and total wealth levels. Benchmark against industry standards. Set and monitor financial targets.

    ★ 4.316 ratingsFinanceFreeData updated 2026-09-09
  2. Necton Investimentos app icon

    Necton Investimentos

    Banco BTG Pactual S.A.

    Invest in assets and track performance

    Invest in financial products with real-time market data and portfolio tracking. View investment performance, manage accounts, and execute trades. Receive notifications and access customer support.

    ★ 4.9202 ratingsFinanceFreeData updated 2026-09-06
  3. Liaise for Creators app icon

    Liaise for Creators

    Liaise Corp.

    Collaborate on projects with pros

    Connect with verified professionals to collaborate on projects. Send and receive proposals, track project progress, and manage communication within the . Share portfolios and set project deadlines.

    ★ 4.775 ratingsBusinessFreeData updated 2026-09-06
  4. RoomPlan Planning for B&B app icon

    RoomPlan Planning for B&B

    TOOLSPLANNING SRL SEMPLIFICATA

    Manage bookings and reservations on the go

    Manage BnB bookings with real-time reservation tracking. View and edit room details, customer information, and booking dates. Set room availability, manage service types, and monitor sources and channels.

    ★ 3.67 ratingsProductivityFreeData updated 2026-09-08
  5. Ploutos Budget: Money Manager app icon

    Ploutos Budget: Money Manager

    Ploutos Studios LLC

    Track expenses, investments, and net worth

    Track income and expenses across multiple accounts. Set budgets and monitor spending. View net worth and investment portfolios. Schedule and automate transfers. Receive alerts for account activity. Generate reports and set financial goals.

    ★ 5.010 ratingsFinanceFreeData updated 2026-09-06
  6. BHM Capital UAE app icon

    BHM Capital UAE

    Mubasher Financial Services B.S.C C

    Track market data and access news

    Monitor real-time financial market data and receive trading alerts based on user subscriptions. Access news and announcements. Track portfolio performance. Set custom price alerts. View detailed market analysis and charts.

    ★ 4.7254 ratingsFinanceFreeData updated 2026-09-10
  7. Mintbox Advisory app icon

    Mintbox Advisory

    MINTBOX ADVISORY LLP

    Track assets and view portfolio reports

    Manage financial portfolio with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company in India.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-12
  8. WedWise - Wedding Planning App app icon

    WedWise - Wedding Planning App

    KnL Innovation LLC

    Track expenses and budget categories

    Budget calculator helps estimate typical costs. Users set budget categories like venue and florist. Expense tracking allows monitoring spending by category, payor, and payment method. Budget provides a starting list for customization.

    ★ 5.020 ratingsLifestyleFreeData updated 2026-09-06
  9. Meal Planning app icon

    Meal Planning

    ROXANA-IOANA MUNTIAN

    Plan meals, create shopping lists, adjust as

    Create a weekly plan by selecting dishes and the number of people being served. Adjust the shopping list based on existing items or additional purchases needed. nd export a finalized list for grocery shopping.

    ★ 0.00 ratingsFood & DrinkFreeData updated 2026-09-06
  10. MyInvestar app icon

    MyInvestar

    First Ally Capital Limited

    Invest, save, and track your money

    Track and manage investment portfolios with real-time market data. Set savings goals and automate contributions. View performance charts and historical data. Receive alerts for market changes and portfolio updates.

    ★ 4.513 ratingsFinanceFreeData updated 2026-09-06
  11. Enhance Money app icon

    Enhance Money

    EMG FINANCIAL PRIVATE LIMITED

    Track investments and manage portfolio assets

    Manage financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements instantly. Log in using Google email.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  12. JPlus by Jainam: Stocks MF IPO app icon

    JPlus by Jainam: Stocks MF IPO

    JAINAM BROKING LIMITED

    Track portfolios and manage investments

    Open demat accounts digitally without physical documents. Track portfolio performance and manage investments in , mutual funds, and IPOs. View real-time market data and set up alerts. Deposit funds and execute trades securely.

    ★ 4.719 ratingsFinanceFreeData updated 2026-09-06
  13. RentFluent app icon

    RentFluent

    Andrew Hankewycz

    Analyze properties and track investments

    Track rental property performance with detailed metrics and portfolio monitoring. Save properties to analyze their performance over time. Compare listings from multiple real estate sources. Calculate investment returns and track expenses.

    ★ 5.07 ratingsFinanceFreeData updated 2026-09-06
  14. OpoFinance app icon

    OpoFinance

    OPO GROUP LTD

    Track trades, analyze markets, manage accounts

    Manage investment portfolios, track stock prices, and analyze market trends using real-time data. Set up alerts for price changes. View customizable charts and historical performance. Deposit and withdraw funds through linked accounts.

    ★ 4.821 ratingsFinanceFreeData updated 2026-09-06
  15. Vestwell app icon

    Vestwell

    Vestwell Holdings Inc.

    Save securely, grow intelligently, track progress

    Manage retirement, education, disability, and emergency savings goals. Set automatic contributions, track progress, and adjust contributions. Access account statements and view investment performance.

    ★ 4.4107 ratingsFinanceFreeData updated 2026-09-06
  16. YSflex - Stock investment app icon

    YSflex - Stock investment

    YUANTA SECURITIES VIETNAM JOINT STOCK COMPANY

    Trade stocks, analyze data, manage portfolio

    Access real-time market data and analysis. Execute trades securely. Manage and optimize portfolios. Set up advanced tools for in-depth data analysis. Perform online identity verification for account access. Track performance and receive alerts.

    ★ 2.73 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.