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 601–620 of 1,000 ranked alternatives.

  1. Trading Journal - Track Trades app icon

    Trading Journal - Track Trades

    Sedlacek Solutions LLC

    , analyze results, refine strategies

    And analyze performance with detailed logs and charts. Set customizable goals and monitor progress. Review strategies, adjust positions, and receive performance insights across multiple asset classes.

    ★ 4.135 ratingsFinanceFreeData updated 2026-09-06
  2. MySIPonline - Mutual Fund App app icon

    MySIPonline - Mutual Fund App

    COGNUS TECHNOLOGY

    Invest in funds and SIPs

    Track investments and SIPs. Analyze portfolios and set financial goals. Receive AI-driven investment advice. Plan gold investments and take loans against funds. Manage financial goals and view investment performance.

    ★ 4.73 ratingsFinanceFreeData updated 2026-09-13
  3. 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
  1. LVX app icon

    LVX

    LetsVenture Technologies Private Limited

    Invest in startups and track performance

    Connect with startups and investors to explore investment opportunities. View detailed startup profiles, submit investment proposals, and track deal progress. Access market insights, manage communication, and monitor portfolio performance.

    ★ 4.114 ratingsBusinessFreeData updated 2026-09-06
  2. SealCrypto app icon

    SealCrypto

    Raul Gutierrez Niubo

    Track coins, add to portfolio, monitor balances

    Track cryptocurrency prices and add coins to a personal portfolio. View detailed price graphs and trending coins. Manage holdings, set alerts, and monitor portfolio performance in real time.

    ★ 4.99 ratingsFinanceFreeData updated 2026-09-06
  3. NuORDER 4.0 app icon

    NuORDER 4.0

    Lightspeed Commerce Inc.

    Order products and manage sales online

    Manage wholesale orders and track inventory in real time. Create and send quotes, process payments, and view sales reports. Sync with accounting software and access customer data on the go.

    ★ 4.321 ratingsBusinessFreeData updated 2026-09-14
  4. HarborHub app icon

    HarborHub

    Harbor Wholesale Grocery Inc.

    Order products, manage inventory, track shipments

    Place orders for wholesale products directly from the . View inventory, track shipments, and manage accounts. Receive notifications for order status and restock alerts. Sync with accounting software and access sales reports.

    ★ 5.05 ratingsBusinessFreeData updated 2026-09-06
  5. Pockett - Money Manager app icon

    Pockett - Money Manager

    Pockett Pte. Ltd.

    Track income, expenses, and investments

    Track income, expenses, budgets, investments, stocks, and crypto in one . Manage accounts and transactions in any currency. View financial data on a customizable dashboard. Analyze spending trends across accounts. Set and monitor budget limits.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
  6. Ybit: AI Crypto & DeFi Wallet app icon

    Ybit: AI Crypto & DeFi Wallet

    WEEKWISE INNOVATIONS LLC

    Manage assets securely

    Manage and store cryptocurrencies with advanced security features. Send, receive, and track transactions across multiple blockchain networks. View portfolio performance and set price alerts.

    ★ 5.024 ratingsFinanceFreeData updated 2026-09-06
  7. Spending Log app icon

    Spending Log

    Moneybudgie Ltd

    Track income and expenses automatically

    Track income and expenses across multiple accounts with categorization for detailed analysis. Log transactions to identify patterns and manage budget allocations effectively. View monthly summaries to understand cash flow and adjust habits.

    ★ 4.929 ratingsFinanceFreeData updated 2026-09-11
  8. Wealth Wielders app icon

    Wealth Wielders

    WEALTH WIELDERS SERVICES PRIVATE LIMITED

    Invest in funds and track your portfolio

    Manage mutual fund investments with real-time portfolio tracking and performance analysis. Set investment goals and receive alerts for market changes. View detailed fund information and compare returns. Schedule and execute transactions directly.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  9. HUB24 app icon

    HUB24

    Hub24 Pty Ltd

    Access accounts, transact, download reports

    Access account balances and portfolio details. View transaction history and performance metrics. Download statements and reports. Receive notifications and manage contact information. Perform transactions and track fund movements.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-08
  10. Mostt: Save & Invest for Kids app icon

    Mostt: Save & Invest for Kids

    Mostt Inc.

    And for your child's future

    And for children’s future with customizable accounts and automated contributions. Track investment growth and set milestones. Earn rewards by linking brands. Receive alerts and manage funds securely.

    ★ 4.839 ratingsFinanceFreeData updated 2026-09-06
  11. Stackby app icon

    Stackby

    Relytree Technologies Private Limited

    Organize tasks, projects, and data

    Manage and organize data across multiple databases. Create, edit, and view records in real-time. Collaborate with teams, set permissions, and sync data across devices. Access all databases from the web directly on mobile.

    ★ 4.348 ratingsProductivityFreeData updated 2026-09-06
  12. Sapient Finserv app icon

    Sapient Finserv

    Sapient Finserv Private Limited

    Manage mutual funds, equity shares, bonds, fixed

    Manage financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company in India.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-10
  13. 2BTRUST app icon

    2BTRUST

    2BTRUST LLC

    Invest in, track, and manage assets

    Monitor investments, applications, and returns in real time. Access detailed reports and manage transactions with full autonomy. Track portfolio performance and set investment goals. Receive alerts for account activity and transaction updates.

    ★ 5.015 ratingsFinanceFreeData updated 2026-09-15
  14. Mediolanum app icon

    Mediolanum

    Banca Mediolanum Spa

    Manage accounts and track investments

    Manage bank accounts and track investments directly from a smartphone. View all linked products and customize home screen icons by dragging. Personalize quick access area by selecting top three functions.

    ★ 4.739 ratingsFinanceFreeData updated 2026-09-08

How we rank alternatives

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