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 701–720 of 1,000 ranked alternatives.

  1. TreeTracker Mobile app icon

    TreeTracker Mobile

    TreeTracker LLC

    Track trees, map locations, and manage data

    Track and manage forestry data with parcel ownership layers and tax records. View cruising plot allocations and collect data offline. Register new accounts and access secured data. Sync with the website using the same account.

    ★ 5.06 ratingsProductivityFreeData updated 2026-09-06
  2. Real Estate Investing Course app icon

    Real Estate Investing Course

    Anna Fael

    Invest in properties and track returns

    Learn 12 investment strategies to generate passive income. Analyze risks and opportunities. Access tools to evaluate properties and calculate potential profits. Track investment performance and manage portfolios.

    ★ 5.02 ratingsBusinessFreeData updated 2026-09-06
  1. Nextworld app icon

    Nextworld

    Nextworld LLC

    Manage business tasks on the go

    Manage business operations remotely with real-time data access. View dashboards, send messages, and approve requests. Sync with desktop software and access files securely. Track tasks and manage teams from any location.

    ★ 5.05 ratingsBusinessFreeData updated 2026-09-18
  2. Bidstation app icon

    Bidstation

    AuctionZoom Ltd

    Bid bids, track auctions, process payments

    Manage silent auctions with real-time bidding, track donations, and process payments via Square. View bidder histories, set bid increments, and export reports. Integrate with desktop software for synchronized event management.

    ★ 4.77 ratingsProductivityFreeData updated 2026-09-15
  3. State Street Springboard℠ app icon

    State Street Springboard℠

    State Street Corporation

    Manage risk and optimize returns

    View investment summaries with visual displays. Track risk metrics and evaluate portfolio performance. Access key executive reports and publications. Receive real-time updates on market data. Manage investment insights remotely.

    ★ 2.52 ratingsFinanceFreeData updated 2026-09-08
  4. Vika Wealth app icon

    Vika Wealth

    KUBER MONEYMART

    Track assets and manage your portfolio

    Manage financial portfolio with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click. Log in using Google email.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  5. Nexus app icon

    Nexus

    Tchelet

    Track investments and view performance updates

    Track investment performance with real-time data and historical insights. View key metrics and detailed performance reports. Invite friends to join the investment fund via shareable links.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  6. Nivesh: Wealth Management App app icon

    Nivesh: Wealth Management App

    Providential Platforms Private Limited

    Invest, track, and grow your

    Manage investments with access to 1700+ mutual fund schemes and SIPs. Track portfolio performance and set investment goals. Schedule and manage SIPs. View detailed fund information and historical returns.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  7. Client Office app icon

    Client Office

    MatchTrade Technologies LLC

    Access information and configure your profile

    Manage accounts, change passwords, and view user statistics. Modify profile details and access information remotely. Perform all desktop functions from a mobile device.

    ★ 4.05 ratingsUtilitiesFreeData updated 2026-09-06
  8. WatchCrypto app icon

    WatchCrypto

    Hemal Modi

    Track crypto prices and portfolio value

    Track cryptocurrency prices and portfolio value in real time. View Bitcoin and other supported coins. Add new exchanges manually. Receive notifications for price changes. Sync with iOS devices for updated data.

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

    eVestment

    eVestment Alliance, LLC

    Access manager data and performance insights

    Access manager research, due diligence reports, and competitive comparisons. View interactive charts and product performance data. Search for new asset managers, monitor existing ones, and prepare meeting materials.

    ★ 4.48 ratingsFinanceFreeData updated 2026-09-06
  10. Trade, Think, Invest - Vennote app icon

    Trade, Think, Invest - Vennote

    Xin Chen

    Track trades, record insights, plan strategies

    Record and review trades with detailed notes and analysis. Track performance across stocks, options, futures, forex, and cryptocurrency. Set goals, monitor progress, and document investment decisions for better planning and growth.

    ★ 4.216 ratingsFinanceFreeData updated 2026-09-06
  11. SAP Business One app icon

    SAP Business One

    SAP SE

    Access business information anywhere, anytime.

    The app provides mobile access to SAP Business One, allowing users to view reports, manage contacts, and handle sales and service activities. Users can monitor inventory, get product details, and receive alerts on business events.

    ★ 1.921 ratingsBusinessFreeData updated 2026-09-16
  12. Aion - Business Banking app icon

    Aion - Business Banking

    Aion Financial Technologies, Inc.

    Manage accounts, track expenses, and access capital

    Manage accounts with real-time balance checks and transaction history. Send and receive payments, schedule transfers, and view detailed financial reports. Access tools for budgeting, invoicing, and expense tracking.

    ★ 4.716 ratingsFinanceFreeData updated 2026-09-06
  13. RealVantage Mobile app icon

    RealVantage Mobile

    R Vantage Pte. Ltd.

    Invest, track, and manage real estate portfolios

    Manage real estate investments by viewing property listings, analyzing market data, and tracking portfolio performance. Make investment decisions, set alerts for price changes, and access detailed financial reports.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  14. RVirat Wealth app icon

    RVirat Wealth

    RVIRAT WEALTH LLP

    Track assets and download portfolio reports

    Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements instantly. Log in using Google email.

    ★ 4.52 ratingsFinanceFreeData updated 2026-09-06
  15. 1% Club app icon

    1% Club

    Finance With Sharan

    Track expenses, save, and invest wisely

    Learn personal finance through structured courses from India's top experts. Track investments, set financial goals, and receive progress reports. Access budgeting tools and investment calculators to plan long-term wealth growth.

    ★ 2.45 ratingsFinanceFreeData updated 2026-09-06
  16. Rachit Finserv app icon

    Rachit Finserv

    Excel Net Solutions Private Limited

    Track portfolio assets and download reports

    Manage financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download complete reports, and access transaction statements. Log in with Google email.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-14

How we rank alternatives

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