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 621–640 of 1,000 ranked alternatives.

  1. 經濟通 股票強化版TQ (平板) - etnet app icon

    經濟通 股票強化版TQ (平板) - etnet

    ET Net Limited

    Track stock prices and analyze portfolios

    Check real-time stock prices with detailed quotes, charts, and peer comparisons. Monitor investment portfolios and customize watchlists. Access financial news, market analysis, and economic updates.

    ★ 4.52 ratingsFinanceFreeData updated 2026-09-09
  2. Ai Golden Crypto Signals app icon

    Ai Golden Crypto Signals

    TRIPLE TECH SH.P.K.

    Track trades, analyze , trade smart

    Track real-time cryptocurrency prices and analyze market trends. Receive trade from professional traders. View detailed trade histories and performance metrics. Set price alerts and manage portfolios.

    ★ 5.026 ratingsFinanceFreeData updated 2026-09-06
  3. Beyond ETFs - investing by you app icon

    Beyond ETFs - investing by you

    Peter Brockmann

    Invest in stocks and track performance

    Track stock prices and market trends. Receive buy and sell signals based on the Brockmann Method. View historical performance data. Set price alerts for specific stocks. Analyze market conditions and make investment decisions.

    ★ 4.634 ratingsFinanceFreeData updated 2026-09-12
  1. Sage Sales Management app icon

    Sage Sales Management

    Tritium Software, S.L.

    Log calls, track leads, manage deals

    Log business activities automatically through calls, emails, geolocated visits, video calls, and WhatsApp messages. Track leads, manage pipelines, and set reminders. View reports and sync data across devices.

    ★ 4.824 ratingsBusinessFreeData updated 2026-09-09
  2. WealthZero app icon

    WealthZero

    WealthZero, LLC

    Track debts, save, and invest smarter

    Track expenses and categorize transactions. View net worth by linking accounts securely. Access daily AI-driven insights on portfolio performance. Set savings and investment goals. Automate debt repayment strategies.

    ★ 4.08 ratingsFinanceFreeData updated 2026-09-06
  3. Insynch Wealth app icon

    Insynch Wealth

    Insynch LLP

    Track portfolio assets and reports

    Manage financial portfolio with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. Download complete portfolio reports. View historical performance. Access transaction statements for any period. Log in via Google email.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  4. TruNeevesh app icon

    TruNeevesh

    TRUNEEVESH LLP

    Track investments, view portfolios, manage funds

    Track mutual funds, NPS, PMS, bonds, SGBs, fixed deposits, IPOs, LAS, and custom assets like real estate or PPF. View portfolio performance, set investment goals, and receive alerts for market changes.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  5. ZUARIMONEY MF INVEST app icon

    ZUARIMONEY MF INVEST

    Zuari Finserv Limited

    In funds, track your portfolio, view reports

    Open investment account with simple, secure steps. Explore mutual funds based on financial needs. Track investments, view gain-loss reports, tax reports, and portfolio insights all in one place.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  6. Investcorp Wealth app icon

    Investcorp Wealth

    Investcorp Holdings B.S.C. (c)

    Invest in alternative assets and manage

    Create an account and allocate capital to alternative investments. Monitor portfolio performance with transparent reporting. Access news and insights on global markets. Track investment opportunities and manage capital distributions.

    ★ 4.48 ratingsFinanceFreeData updated 2026-09-06
  7. Projecto : Organize your Team app icon

    Projecto : Organize your Team

    Projecto LTD

    Manage tasks, assign users, track progress

    Manage tasks by setting priorities, assigning users, and attaching files or photos. Track projects from one interface with visual KPIs and smart notifications. Customize structure, assign managers, and monitor goals and portfolios.

    ★ 4.04 ratingsProductivityFreeData updated 2026-09-06
  8. Param Investments app icon

    Param Investments

    PARAM INVESTMENTS MF SERVICES LLP

    Track portfolio, manage assets, view reports

    Track and manage financial assets including 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.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-17
  9. Invest & Trade : Nemo Money app icon

    Invest & Trade : Nemo Money

    Exinity ME Ltd

    In stocks, ETFs, and CFDs

    Analyze stock, ETF, and CFD market data using AI. Identify investment opportunities without commissions. Set up watchlists and track performance. Receive real-time alerts and news. Place trades and manage portfolios directly.

    ★ 4.516 ratingsFinanceFreeData updated 2026-09-06
  10. Personal Finance Calculator app icon

    Personal Finance Calculator

    Future Nexis Private Limited

    Calculate loans, track expenses, estimate investments

    Calculate investment growth with customizable parameters like initial amount, interest rate, and time. Estimate future value and track compound interest over time.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  11. GS Custody Solutions app icon

    GS Custody Solutions

    Goldman Sachs

    View portfolio, track positions, access history

    View portfolio summaries, positions, and transaction history. Check account balances and review trade details. Execute actions on high-priority items. Receive secure login access via fingerprint or password.

    ★ 5.08 ratingsFinanceFreeData updated 2026-09-06
  12. SMRT Inspection Manager app icon

    SMRT Inspection Manager

    Sightplan, Inc.

    Manage assets during acquisitions and disposals

    Track and document property inspections with photo and note features. Log asset details and generate reports. Share findings with team members and update maintenance tasks. Integrate with property management systems for real-time data access.

    ★ 5.026 ratingsBusinessFreeData updated 2026-09-15

How we rank alternatives

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