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 681–700 of 1,000 ranked alternatives.

  1. Nawy Shares app icon

    Nawy Shares

    Cooing Ltd

    Invest in real estate fractions

    Invest in real estate by purchasing fractional of high-return properties. Set investment goals and track portfolio performance. Manage transactions and view property details within the . Exit investments quickly through digital processes.

    ★ 4.613 ratingsFinanceFreeData updated 2026-09-06
  2. Slog: Budget&Portfolio Tracker app icon

    Slog: Budget&Portfolio Tracker

    Hangzhou PlatinumTinkling Technology Co., Ltd.

    Track expenses, analyze portfolios, manage net worth

    Track income and expenses with a simple transaction recorder. View aggregated net worth and portfolio performance. Analyze spending habits and monitor financial goals. Set budgets and receive alerts for spending thresholds.

    ★ 4.425 ratingsFinanceFreeData updated 2026-09-06
  3. Blookd: Customers app icon

    Blookd: Customers

    MeBooked LLC

    Find professionals near you

    Find local service providers through detailed profiles, service listings, pricing, portfolios, and reviews. Schedule appointments quickly with instant booking and confirmation. Receive reminders and manage bookings directly within the .

    ★ 5.022 ratingsLifestyleFreeData updated 2026-09-06
  1. PA Wealth app icon

    PA Wealth

    PA WEALTH PRIVATE LIMITED

    Track assets, view reports, manage investments

    Manage and monitor financial portfolio with access to mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  2. SeamlessHR app icon

    SeamlessHR

    SeamlessHR Limited

    Manage employee data and workflows

    Manage employee onboarding, track performance, and handle payroll. Set schedules, monitor attendance, and generate reports. Integrate with accounting software and send notifications.

    ★ 5.02 ratingsBusinessFreeData updated 2026-09-06
  3. Portfolio Medics, LLC app icon

    Portfolio Medics, LLC

    Trust Company of America

    Access real-time financial data and accounts

    Access financial information anytime and anywhere. View details, track investments, and receive updates. Navigate the with an intuitive interface designed for ease of use. Sync data across mobile devices for consistent access.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-08
  4. XOH Trader app icon

    XOH Trader

    X OPEN HUB SP Z O O

    Manage accounts, view graphs, trade securely

    Manage accounts, view real-time market data, and analyze financial instruments. Access interactive charts, place trades, and track performance. Receive alerts and monitor portfolio activity from a mobile device.

    ★ 4.623 ratingsBusinessFreeData updated 2026-09-06
  5. Sunshine Homes app icon

    Sunshine Homes

    SUNSHINE GROUP JOINT STOCK COMPANY

    Save investments, track assets, manage wealth

    Manage real estate investments and personal assets with customizable features. Track property performance, set financial goals, and receive personalized insights. View portfolio summaries and adjust investment strategies directly within the .

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-13
  6. blai app icon

    blai

    Blai Labs Inc.

    Trade crypto with AI advisor

    Manage cryptocurrency investments by chatting with an AI advisor. Research tokens, build portfolios, and execute trades through natural language commands. View real-time market data and track portfolio performance.

    ★ 4.816 ratingsFinanceFreeData updated 2026-09-06
  7. Civex app icon

    Civex

    Civex LLC

    Invest in companies and track your impact

    Manage investment portfolios with real-time stock, mutual fund, and ETF tracking. Set impact goals based on company values. View performance metrics and adjust holdings. Receive alerts on market changes and company news.

    ★ 5.08 ratingsFinanceFreeData updated 2026-09-06
  8. WealthRoots app icon

    WealthRoots

    Phoenix Digital, LLC

    Track net worth, monitor assets, consolidate finances

    Track real estate values and home equity. Monitor vehicle values and maintenance records. Consolidate financial assets and investments in one place. Calculate net worth and view detailed asset insights. Set reminders for financial goals and expenses.

    ★ 5.012 ratingsFinanceFreeData updated 2026-09-06
  9. Beyond Pricing app icon

    Beyond Pricing

    Ten twenty four inc.

    Manage listings, update prices, track occupancy

    Monitor and adjust revenue management strategies. Review and modify prices and minimum stays in listing calendars. View recent bookings. Act on data-driven recommendations to improve listing performance.

    ★ 4.515 ratingsBusinessFreeData updated 2026-09-06
  10. Investment One app icon

    Investment One

    Investment One Financial Services Limited

    Invest in stocks and fixed assets

    Track portfolio performance by asset class or overall. View real-time market data and historical trends. Buy and sell Nigerian stocks and fixed assets. Set goals and receive alerts for market changes. Manage transactions and monitor account balances.

    ★ 4.07 ratingsFinanceFreeData updated 2026-09-06
  11. MammthAI Investing app icon

    MammthAI Investing

    Mammoth Investing Inc

    Track investments and analyze market data

    Access real-time stock insights and AI-driven analysis for comprehensive investment decisions. Generate detailed reports with BUY, HOLD, or SELL ratings. Use the forecasting tool to predict market trends.

    ★ 5.010 ratingsFinance$0.99Data updated 2026-09-06
  12. Al Ahlia Bahrain (GTN) app icon

    Al Ahlia Bahrain (GTN)

    Mubasher Financial Services DIFC Limited

    Trade real-time market data

    Monitor real-time market data for GCC and US financial markets. Track transactions, view holdings, and check profit and loss. Access fundamental and technical analysis. Manage trading portfolios and receive real-time updates.

    ★ 5.010 ratingsFinanceFreeData updated 2026-09-17
  13. Divvi Wealth app icon

    Divvi Wealth

    Divvi Wealth Management, LLC

    View account details, collaborate, stay connected

    View account details, access portfolio information, and track financial goals. Communicate with financial advisors, receive updates on investments, and review performance reports. Set reminders for financial milestones and adjust investment settings.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  14. Envestnet Client View app icon

    Envestnet Client View

    Envestnet Financial Technologies, Inc.

    Track expenses, portfolios, and manage accounts

    Account balances, transaction history, and portfolio details. Set up recurring transfers and bill payments. Receive alerts for account activity. Access investment performance reports and communicate with financial advisors.

    ★ 4.210 ratingsFinanceFreeData updated 2026-09-06
  15. MahantFinserv app icon

    MahantFinserv

    Excel Net Solutions Private Limited

    Track assets, view reports, manage investments

    View portfolio performance and download complete reports with historical data. Track transactions and generate statements for any period. Access account details with one-click downloads. Log in using a Google email account.

    ★ 4.01 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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