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 541–560 of 1,000 ranked alternatives.

  1. Greenwood Gearhart Client App app icon

    Greenwood Gearhart Client App

    Greenwood Gearhart Inc.

    Access portfolio, track performance, review documents

    Access portfolio information, view relationship timelines, and store documents securely. Retrieve account details, track investments, and communicate with wealth management advisors through the .

    ★ 4.04 ratingsFinanceFreeData updated 2026-09-06
  2. Benemoy app icon

    Benemoy

    BENEMOY SECURITIES LIMITED

    Trade stocks, manage portfolios, track market data

    Manage investment portfolios with real-time stock market data and execute trades. View live prices, market depth, and news. Place buy or sell orders instantly. Securely log in to access trading dashboards and track performance.

    ★ 5.01 ratingsBusinessFreeData updated 2026-09-06
  1. Yochaa - Invest & Build Wealth app icon

    Yochaa - Invest & Build Wealth

    RME-Ideas Limited

    Track stock prices and analyze market trends

    Track stock prices and market trends for US and Nigerian exchanges. View real-time data and historical performance. Set investment goals and receive alerts. Buy and sell fractional or whole shares with minimal starting amount.

    ★ 4.571 ratingsFinanceFreeData updated 2026-09-09
  2. Family Wealth Solutions app icon

    Family Wealth Solutions

    Family Wealth Solutions, LLC

    View portfolio data and reports

    Access portfolio data and view reports and statements. Communicate with the Team. Navigate a simple and elegant interface for financial insights and updates.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  3. GBM Investor app icon

    GBM Investor

    BCP ADVISORS, LLC

    Open accounts, invest globally, access funds anytime

    Open an account online without minimum requirements. Manage a globally diversified portfolio. Access funds anytime. Track investments and view performance reports. Receive real-time market updates and alerts.

    ★ 5.03 ratingsBusinessFreeData updated 2026-09-06
  4. SpotOn - TheSpot app icon

    SpotOn - TheSpot

    SpotOn Transact, Inc

    Access sales metrics and portal tools

    Access real-time sales metrics including total merchants, portfolio processing volume, and upcoming appointments. View detailed payroll reports and residual history. Manage appointments and track performance data directly from the field.

    ★ 5.013 ratingsBusinessFreeData updated 2026-09-14
  5. Standard Investment app icon

    Standard Investment

    Standard Investment LLC

    Trade stocks and track investments

    Track stock trades and manage portfolios. View account balances and transaction history. Place orders on the Mongolian Stock Exchange or Fund. Calculate profits and losses. Monitor portfolio performance and set alerts.

    ★ 1.717 ratingsFinanceFreeData updated 2026-09-16
  6. Fundify: Startup Investing app icon

    Fundify: Startup Investing

    Fundify Advisors LLC

    Invest in startups and build portfolios

    Invest in startups automatically through a diversified portfolio of early-stage companies. View investment details, track performance, and manage contributions. Receive updates on fund performance and company progress.

    ★ 4.242 ratingsFinanceFreeData updated 2026-09-06
  7. League of Traders app icon

    League of Traders

    Wizpace LTD

    Trade crypto, compete, and track performance

    Track real-time crypto prices and compare portfolios via leaderboards. Compete in monthly trading leagues and copy top . Access multi-exchange asset data and industry news. Engage with a community of and view trader profiles.

    ★ 4.628 ratingsFinanceFreeData updated 2026-09-06
  8. CP Rosario Movil app icon

    CP Rosario Movil

    Caja Popular Rosario S.C. de A.P. de R.L. de C.V

    Check balances, view accounts, manage loans, track

    Check account balances in real time. View savings accounts, investment portfolios, and loan details. Manage transactions and set payment reminders. Receive notifications for account activity.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  9. Cat® DSP Mobile app icon

    Cat® DSP Mobile

    Caterpillar Inc.

    Manage digital services and telematics devices

    Easily manage connected assets by searching within deals. View asset details, track status, and access service records. Receive notifications for asset events and updates. Sync with dealer services portal for real-time data.

    ★ 4.856 ratingsBusinessFreeData updated 2026-09-06
  10. Imtiaz Developments app icon

    Imtiaz Developments

    ISLOO TECH

    Manage properties, track projects, and send reports

    Manage property listings, schedule viewings, and track rental payments. Send messages and receive notifications. Access project timelines and budget reports. View property details and contact agents directly.

    ★ 5.02 ratingsBusinessFreeData updated 2026-09-06

How we rank alternatives

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