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 581–600 of 1,000 ranked alternatives.

  1. Stock4Q app icon

    Stock4Q

    Baldeep Hira

    Track stocks and manage portfolios

    Manage stock portfolios with real-time quotes and tracking. Create multiple portfolios and sort by symbol, price, or change. View gains and losses instantly. Set refresh intervals of 1, 2, 5 seconds, or more.

    ★ 3.511 ratingsFinanceFreeData updated 2026-09-08
  2. GCB Investimentos (PeerBr) app icon

    GCB Investimentos (PeerBr)

    GRUPO GCB PARTICIPACOES SA

    Invest in fixed income assets

    Manage investment portfolios with fixed-income assets, view detailed returns and risk profiles. Access diverse investment options with varying maturities and guarantees. Review legal documentation and analysis reports.

    ★ 5.014 ratingsFinanceFreeData updated 2026-09-06
  3. Singlife: Save, Earn, Insure app icon

    Singlife: Save, Earn, Insure

    Singapore Life Ltd

    Plan, save, and secure your future

    Save and grow money with interest-bearing accounts. Set investment goals and track progress. Access insurance coverage and manage policy details. Deposit funds and view transaction history. Receive alerts for account activity and policy changes.

    ★ 3.010 ratingsFinanceFreeData updated 2026-09-06
  1. Hammond Iles Portal app icon

    Hammond Iles Portal

    Kelly Financial Group, LLC

    Access accounts, view portfolio, secure messages

    Access account details, investment portfolio, and document vault securely from your phone or tablet. Contact financial coach directly, receive messages, and view updates from your personal finance team.

    ★ 4.84 ratingsFinanceFreeData updated 2026-09-06
  2. Finax: Invest Money in ETFs app icon

    Finax: Invest Money in ETFs

    Finax, o.c.p., a.s.

    Set up investment accounts in minutes

    Create an investment account in under 10 minutes. Set investment goals and risk tolerance. Receive personalized strategy setup. Monitor portfolio performance and adjust settings as needed.

    ★ 4.819 ratingsFinanceFreeData updated 2026-09-06
  3. Orbit: Social Investing app icon

    Orbit: Social Investing

    Orbit Media LLC

    Track trades, analyze portfolios, connect with traders

    Track investments with real-time market data and asset performance. Monitor stocks, cryptocurrencies, and public market trends. Set price alerts and customize watchlists. Access educational resources and community discussions.

    ★ 4.826 ratingsFinanceFreeData updated 2026-09-06
  4. Finextra Pro app icon

    Finextra Pro

    Finextra

    Track portfolio news and metrics

    Monitor portfolio performance with real-time news, analyst estimates, and market events. Track financial metrics to analyze trends. View stock trends via customizable charts. Compare competitor metrics across multiple categories.

    ★ 5.015 ratingsFinanceFreeData updated 2026-09-06
  5. MANAVI WEALTH app icon

    MANAVI WEALTH

    MANAVI WEALTH PRIVATE LIMITED

    Track assets, view reports, manage investments

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

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  6. AARCO GO app icon

    AARCO GO

    Alatorre Avendano y Compania, S.C.

    Manage accounts, interact with clients, track comparisons

    Manage client portfolios and track financial data in real time. Set reminders for due dates and training sessions. Compare investment models and generate invoices. Access tools for timely customer interaction and asset protection.

    ★ 5.02 ratingsBusinessFreeData updated 2026-09-14
  7. RIQR app icon

    RIQR

    RIQR

    Track assets and manage your portfolio

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

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-14
  8. ScribeWare app icon

    ScribeWare

    ScribeWare LLC

    Create reports, share findings, track inspections

    Capture property details, take unlimited photos and videos, record findings with voice-to-text, set flags for later review, and sync data automatically with desktop software. Create and share inspection reports directly.

    ★ 4.828 ratingsProductivityFreeData updated 2026-09-06
  9. Pearler app icon

    Pearler

    Pearler Investments Pty Ltd

    Invest in stocks and track your portfolio

    Discover your investing style through shares trading, LICs, and ETF investing. Avoid hidden fees and pay low fees. Track portfolio performance and set investment goals. View detailed market data and research.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  10. GorillaTrades app icon

    GorillaTrades

    GorillaTrades, Inc.

    Browse stock picks and options picks

    Access stock and options recommendations from . Search for stocks based on personal criteria. View portfolio results matching user preferences. Login to access exclusive content and manage investment insights.

    ★ 4.351 ratingsFinanceFreeData updated 2026-09-08
  11. AmeriServ Retirement app icon

    AmeriServ Retirement

    Ameriserv Financial, INC.

    Access funds securely anytime

    Access account balances and transactions. View investment performance and contribution history. Make deposits and adjust payroll deductions. Set up direct deposits and receive account alerts.

    ★ 4.04 ratingsFinanceFreeData updated 2026-09-06
  12. Хувьцаа app icon

    Хувьцаа

    Bumbat Altai brokerage LLC

    Trade stocks, track portfolios, manage investments

    Manage investment portfolios by tracking stock positions and viewing portfolio performance. Monitor account balances and transaction history. Calculate profits and losses. Access real-time market data and news.

    ★ 5.01 ratingsBusinessFreeData updated 2026-09-06

How we rank alternatives

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