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 381–400 of 1,000 ranked alternatives.

  1. Actinver Trade app icon

    Actinver Trade

    Corporacion Actinver S.A.B. de C.V.

    Stocks and manage your portfolio

    Track stock prices and market trends. View portfolio performance and holdings. Place trades and manage orders. Set price alerts and monitor real-time data. Access educational resources and news. Secure login with biometric authentication.

    ★ 4.2345 ratingsFinanceFreeData updated 2026-09-11
  2. DropsTab Crypto Tracker app icon

    DropsTab Crypto Tracker

    DTAB LTD

    Track prices and portfolios

    Monitor cryptocurrency prices, volumes, and performance metrics. Track individual coins and NFTs. Customize portfolios and view detailed analytics. Set price alerts and manage holdings. Sync data across devices.

    ★ 4.024 ratingsFinanceFreeData updated 2026-09-06
  3. i-invest: Invest & Save app icon

    i-invest: Invest & Save

    Parthian Partners Limited

    In treasury bills securely

    In Treasury Bills, US Bonds, Equities, Mutual Funds, Fixed Deposits, high-interest Savings, and Insurance plans. View investment performance, set up recurring contributions, and manage portfolios.

    ★ 4.356 ratingsFinanceFreeData updated 2026-09-06
  1. OWallet app icon

    OWallet

    ORAICHAIN JOINT STOCK COMPANY

    Manage crypto, trade, stake, and explore dApps

    Manage cryptocurrency with support for multiple blockchains including Oraichain, Bitcoin, Ethereum, BNB Chain, and Solana. Trade and stake assets, track portfolios across accounts, and perform cross-chain swaps. Explore dApps directly within the .

    ★ 4.144 ratingsFinanceFreeData updated 2026-09-06
  2. OctaveHI app icon

    OctaveHI

    Octave Holdings and Investments, LLC

    Access investor reports and updates

    Access investor reports, view portfolio performance, and track fund activities. Receive notifications for updates. Submit inquiries and communicate with support. Sync data with desktop portal.

    ★ 4.29 ratingsBusinessFreeData updated 2026-09-06
  3. ArhamShare: Mutual Fund app icon

    ArhamShare: Mutual Fund

    ARHAM SHARE PRIVATE LIMITED

    Track investments and manage portfolio assets

    Manage and monitor funds, equity shares, bonds, fixed deposits, PMS, and insurance. Download complete portfolio reports. View historical performance. Access transaction statements for any period. Log in with Google email.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  4. Korek Iconnect app icon

    Korek Iconnect

    KOREK TELECOM LTD.

    Manage employee data on the go

    Manage employee data, track time off, and process payroll through a mobile interface. Access performance reviews, update job roles, and generate reports. Sync with desktop software for real-time updates.

    ★ 4.329 ratingsBusinessFreeData updated 2026-09-06
  5. MobilDeniz app icon

    MobilDeniz

    Denizbank A.S.

    Manage accounts, view balances, transfer funds

    Manage debit and credit card transactions, deposit account balances, and time deposit details. View transaction history, set payment reminders, and access account statements. Transfer funds between accounts and monitor savings goals.

    ★ 4.4250 ratingsFinanceFreeData updated 2026-09-06
  6. TradeUP: Trade, Invest & Save app icon

    TradeUP: Trade, Invest & Save

    TRADEUP INC

    Trade stocks, ETFs, and options

    Trade stocks, ETFs, and options with zero commission fees. No fees on options trading. Access markets Monday to Friday. Subscribe to IPOs with one click. View real-time quotes and order execution. Manage portfolios and track performance.

    ★ 4.0320 ratingsFinanceFreeData updated 2026-09-06
  7. SJ Investment app icon

    SJ Investment

    Excel Net Solutions Private Limited

    Track portfolio, view reports, manage investments

    Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click. Log in using Google email.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-13
  8. Victory Wealth Management LLC app icon

    Victory Wealth Management LLC

    Victory Wealth Management, LLC

    Access accounts, track market data, contact advisor

    Access financial accounts and view market or portfolio activity in real time. Contact advisors directly. Monitor investment performance and track transaction history. Receive alerts for account changes and market updates.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  9. Investor Mobile app icon

    Investor Mobile

    arturo posadas

    Simulate trades and track portfolios

    Simulate stock and cryptocurrency trading with virtual funds. Track live market prices. Create and manage investment portfolios. Monitor performance and customize watchlists. Set and adjust investment strategies.

    ★ 4.632 ratingsFinanceFreeData updated 2026-09-06
  10. MD Wealth app icon

    MD Wealth

    MD Wealth Management, LLC

    Access accounts, view reports, manage investments

    Access account balances and transaction history. View investment performance and portfolio details. Schedule and manage meetings. Receive notifications and update contact information. Submit documents and track application status.

    ★ 5.010 ratingsFinanceFreeData updated 2026-09-06
  11. Pennian Bank app icon

    Pennian Bank

    Pennian Bank

    Access accounts anytime, anywhere

    Check account balances, transfer funds between accounts, and view transaction history. Set up alerts for account activity. Contact customer support through the .

    ★ 4.6326 ratingsFinanceFreeData updated 2026-09-06
  12. Compass Wallet for Sei app icon

    Compass Wallet for Sei

    Hyphen Labs Ltd.

    Send, track, and manage SEI assets

    Manage and transfer assets across SEI Network dApps like Levana and Sparrowswap. Earn staking rewards, view NFTs, and track balances. Send and receive funds with fast transaction speeds. Access settings and security features for asset management.

    ★ 4.8134 ratingsFinanceFreeData updated 2026-09-06
  13. Masters Salon Appointments app icon

    Masters Salon Appointments

    Jam Soft LLC

    Schedule and send reminders

    Schedule with multiple stylists, booths, and stations. Set automated reminders via SMS, iMessage, WhatsApp, Telegram, or email. Create online booking pages with portfolios and contact info. Generate sales reports and track statistics.

    ★ 4.758 ratingsBusinessFreeData updated 2026-09-06
  14. REsimpli app icon

    REsimpli

    REsimpli LLC

    Manage leads, track tasks, communicate efficiently

    Manage leads and track tasks within a centralized inbox. Communicate via in- calling and receive instant notifications for lead activity. Sync with desktop version for consistent organization and productivity.

    ★ 4.9251 ratingsBusinessFreeData updated 2026-09-06
  15. alooola app icon

    alooola

    Glen Eagle Advisors, LLC

    Invest in portfolios with expert guidance

    Invest in expert-crafted portfolios tailored to financial goals. Track wealth across multiple accounts. Access retirement planning tools and personal finance insights. Adjust investments based on life changes and risk tolerance.

    ★ 4.913 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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