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 481–500 of 1,000 ranked alternatives.
VPR Finmart
VPR FINMART
Track portfolio, view reports, manage assets
Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access portfolio reports, historical performance data, and transaction statements. Download statements for any asset management company.
Bernstein Private Wealth
AllianceBernstein L.P.
Access account balances and transfer funds
Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.
NAV Portal
Nav Consulting Inc
Access reports, track portfolios, log inquiries
Access accounting reports, risk analytics, and portfolio data securely. Generate reports, monitor fund activities, and log inquiries or support requests. Sync with desktop features for consistent data access across devices.
Hub XP
Xp Investimentos Corretora Cambio Titulos Valores Mobiliarios SA
Track client portfolios and analyze investments
Track client portfolios and view consolidated positions with customer data and account balances. Send purchase and redemption orders securely. Receive notifications for account updates and market changes.
NDVR Wealth
NDVR INC
Manage portfolios and track performance
View portfolio performance metrics and holdings. Access advisor contact information and communication tools. Submit inquiries and request portfolio adjustments. Receive notifications about market changes and account updates.
NFSG 360
NFSG Corporation
Track investments and view market trends
Track investment performance with real-time portfolio updates and market trend analysis. Receive personalized financial insights and news. Access expert analysis and connect with advisors for tailored guidance.
StashAway
Asia Wealth Platform Pte Ltd
Invest in ETFs and manage your portfolio
Invest in globally diversified portfolios using low-cost ETFs. Select portfolios based on risk tolerance. Manage investments and track performance. Set up automatic contributions. Access real-time market data and research.
LiquidiX
Luca Sabih
Manage investments and track portfolio performance
Track stocks, cryptocurrencies, and cash holdings in real time. View portfolio performance and historical data. Set price alerts and receive notifications. Import data via API key from CoinMarketCap and TwelveData.
Betamfwala
Excel Net Solutions Private Limited
Track assets and manage investments
Track and manage mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download transaction statements, and generate complete portfolio reports.
同花顺iFinD—机构级金融资讯数据平台
Zhejiang flush Network Technology Co., Ltd.
Access financial data and research reports
Access financial data across stocks, bonds, funds, and commodities. View global market trends and news. Analyze reports, manage investment portfolios, and track performance. Utilize AI tools for research, event-driven insights, and industry analysis.
BCG Retirement
Horace Mann Service Corporation
Track portfolio values in real time
Manage account information with real-time portfolio tracking and 24-hour access. View balances, contributions, and return rates. Access plan details and account information directly from the device.
Legacy Wealth Management Group
Legacy Wealth Management Group, Inc
View accounts, track performance, access data
View portfolio performance data across all financial accounts in one place. Track daily and historical performance metrics. Access detailed account information and performance reports. Stay informed on investment activity and market trends.
Ledger Signal
ELLIEGANT FLOWERS FRUIT & VEG LTD
Track crypto prices and portfolio changes
Track cryptocurrency prices in real time with portfolio updates and price alerts. Set target prices and receive smart flags for market changes. View curated news and analyze portfolio performance.
Bank of Nassau Mobile Banking
Gonet bank & trust limited
Monitor portfolio and message
Monitor portfolio performance and view positions and transactions. Access account statements and other documents. Log in securely to manage accounts and receive alerts. View legal notices and terms.
CountAbout
Countabout Corporation
Track expenses, set budgets, plan finances
Track expenses and income with customizable budget categories and subcategories. Set monthly or yearly budgets to monitor spending. Auto-sync transactions across devices. View detailed spending reports and adjust budgets as needed.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.