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 501–520 of 1,000 ranked alternatives.

  1. RCAC app icon

    RCAC

    Rural Community Assistance Corporation

    Manage projects and track progress

    Access training events, view your agenda, and attend livestreams. Download session materials and submit feedback. Manage registration and track session participation. Receive notifications for updates and schedule reminders.

    ★ 4.956 ratingsBusinessFreeData updated 2026-09-06
  2. Ladderup Asset app icon

    Ladderup Asset

    Ladderup Finance Ltd

    Track assets, view reports, manage investments

    Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, track historical performance, and access transaction statements.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-13
  1. BT Go app icon

    BT Go

    Banca Transilvania

    Manage accounts, send payments, track expenses

    Manage company accounts with real-time balance checks and transaction history. Schedule payments and receive invoices. Monitor expenses and generate reports. Access business loans and manage multiple accounts.

    ★ 4.571 ratingsFinanceFreeData updated 2026-09-06
  2. Intl Securities app icon

    Intl Securities

    International Securities LLC

    Trade stocks and monitor market prices

    Access real-time stock prices, news, and market analysis. Place trades and manage orders securely. Monitor portfolio performance and track investment history. Receive price alerts and view detailed market data.

    ★ 4.08 ratingsFinanceFreeData updated 2026-09-10
  3. OnePlan Solutions app icon

    OnePlan Solutions

    OnePlan Solutions, LLC

    Manage projects and track progress

    Manage project portfolios with customizable workflows and task tracking. Assign and monitor team member responsibilities. Set deadlines and track progress across multiple projects. Integrate with existing project management tools.

    ★ 4.04 ratingsBusinessFreeData updated 2026-09-06
  4. SBIMF InvestEasy app icon

    SBIMF InvestEasy

    SBI Funds Management Limited

    Track portfolio, manage SIPs, save transactions, view

    Track portfolio performance and receive insights. Monitor SIP/SWP/STP plans in one section. Save transactions in a cart for later. View all SBI Mutual Fund schemes. Add multiple accounts to a single user ID.

    ★ 4.85 ratingsFinanceFreeData updated 2026-09-06
  5. BrrrrSimply: Analyze your Deal app icon

    BrrrrSimply: Analyze your Deal

    BRRRRSIMPLY LLC

    Deals and track investments

    Calculate BRRRR, flip, rental, and wholesale deals with instant analysis. Input property details to assess profitability. Generate reports and compare scenarios. Track investments and monitor performance over time.

    ★ 5.012 ratingsBusinessFreeData updated 2026-09-06
  6. ezStocksPro-Watchlist Earnings app icon

    ezStocksPro-Watchlist Earnings

    Orb Concepts, LLC

    Track stock prices and manage portfolios

    Track stock prices, portfolio performance, and market trends in real-time. View detailed charts and historical data. Set price alerts and receive notifications. Analyze reports and company news. Manage multiple portfolios and customize watchlists.

    ★ 4.419 ratingsFinanceFreeData updated 2026-09-08
  7. CRVJ Investment Services app icon

    CRVJ Investment Services

    Excel Net Solutions Private Limited

    Track assets and manage investments

    Manage financial investments with access to mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View complete portfolio reports, historical performance, and transaction statements. Download data and log in via Google email.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-06
  8. Grand Wealth Management LLC app icon

    Grand Wealth Management LLC

    Grand Wealth Management, LLC

    View portfolio data securely

    Access portfolio data and manage investments through a secure web interface. View account balances, transaction history, and performance metrics. Receive real-time updates and communicate with financial advisors for account inquiries.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  9. GIBC Tadawul app icon

    GIBC Tadawul

    Gulf International Bank B.S.C.

    Trade stocks, view investment balances, track portfolio

    View investment portfolios and account balances in real time. Place, modify, or cancel buy and sell orders. Track active orders and market prices. Access account summaries and transaction history.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  10. Black Hat Events app icon

    Black Hat Events

    Informa Tech Holdings, LLC

    Attend , access research, connect with experts

    Access event schedules, speaker bios, and session details. Purchase tickets and register for workshops. Receive push notifications for updates. View maps and navigate event venues.

    ★ 4.2102 ratingsBusinessFreeData updated 2026-09-06
  11. Shyn - NFT Portfolio app icon

    Shyn - NFT Portfolio

    Popstand, Inc.

    Track NFTs across wallets and blockchains

    Track NFTs across multiple wallets and blockchains. View real-time pricing and total value. Access exclusive community giveaways and whitelist opportunities. Manage holdings and monitor investment performance.

    ★ 4.76 ratingsProductivityFreeData updated 2026-09-06
  12. HDFC Bank SmartWealth app icon

    HDFC Bank SmartWealth

    HDFC Bank Ltd

    Invest in FDs and mutual funds

    Invest in Fixed Deposits and Mutual Funds through a single platform. View portfolio performance and transaction history. Set investment goals and receive market updates. Adjust investment plans and manage holdings directly.

    ★ 4.927 ratingsFinanceFreeData updated 2026-09-06
  13. Vista Wealth Care app icon

    Vista Wealth Care

    Excel Net Solutions Private Limited

    Track assets and manage investments

    Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio performance, download complete reports, and access transaction statements. Log in via Google email.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-10
  14. SmartFin - App app icon

    SmartFin - App

    Colombe Djirebo

    Track expenses, manage budgets, invest wisely

    Track income and expenses with categorized entries. Set budget limits and receive alerts when exceeded. Monitor credit scores and manage loan payments. View investment portfolios and historical performance.

    ★ 4.84 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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