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 741–760 of 1,000 ranked alternatives.

  1. PocketAnalyst app icon

    PocketAnalyst

    Patricio Dieck

    Analyze data, make investment decisions

    Analyze financial data with AI-driven insights. Users can input data, receive personalized investment recommendations, and compare market trends. Track portfolio performance, set alerts, and access real-time financial reports.

    ★ 4.910 ratingsFinanceFreeData updated 2026-09-06
  2. Cofo AI: Markets & Crypto AI app icon

    Cofo AI: Markets & Crypto AI

    Collective Forecast Inc.

    Manage portfolios with AI analysis

    Analyze cryptocurrency with real-time data and technical indicators. Provide personalized investment insights based on user goals and risk tolerance. Manage portfolios with automated rebalancing and trade execution.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  3. BOGO & TEDx app icon

    BOGO & TEDx

    INOVER TECNOLOGIA LTDA

    Access and invest in fund portfolios

    Access exclusive investment opportunities through a secure platform. View fund performance, manage portfolios, and track investments. Receive notifications and communicate with fund managers. Withdraw or transfer funds as needed.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  1. AC Sunshine app icon

    AC Sunshine

    AC SUNSHINE SECURITIES LLC

    Trade stocks and manage your portfolio

    Place trades and manage investments with real-time market data and price alerts. View portfolio performance and transaction history. Set stop-loss orders and track stock fundamentals. Sync with desktop platforms for extended trading sessions.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  2. mGROWW app icon

    mGROWW

    Client First Finserv Private Limited

    Invest in assets and manage portfolios

    Manage investment portfolios with real-time performance tracking and portfolio analysis. Schedule and execute transactions. Access detailed market research and financial reports. Set up alerts for market changes and account activity.

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-06
  3. Max Capital app icon

    Max Capital

    MAX CAPITAL S.A.

    Track portfolio value in real time

    View portfolio across multiple currencies and asset types. Buy MEP dollars with real-time exchange rates. Execute trades for stocks, bonds, and mutual funds securely. Access market analysis from financial experts.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  4. Coin Portfolio: Crypto Tracker app icon

    Coin Portfolio: Crypto Tracker

    Niklas Geschwandtner

    Track prices and portfolio stats

    Track cryptocurrency prices and portfolio performance. View real-time data, market stats, and details. Add coins to a watchlist, set price alerts, and monitor portfolio value. Export data and access historical price charts.

    ★ 1.52 ratingsFinanceFreeData updated 2026-09-06
  5. UPSURELY BY ALIGN FINMART app icon

    UPSURELY BY ALIGN FINMART

    Align Finmart Private Limited

    Manage mutual funds, equity shares, bonds,

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

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  6. Hunter Douglas The Link app icon

    Hunter Douglas The Link

    Hunter Douglas Window Fashions, Inc.

    Quote products and manage orders

    Access product details, images, and videos. Upload custom photos for a digital portfolio. View client accounts and order history. Import measurements using a Leica DISTO™ device. Browse all products and configuration options.

    ★ 3.811 ratingsBusinessFreeData updated 2026-09-14
  7. LoanVantage app icon

    LoanVantage

    Jack Henry and Associates, Inc.

    Access loan data and approvals on

    Access loan-related data including sales goals, approvals, site visits, and leads. View work queues, engage in chat, and manage loan origination tasks from mobile devices.

    ★ 4.24 ratingsBusinessFreeData updated 2026-09-06
  8. FSM - Invest Globally app icon

    FSM - Invest Globally

    iFAST Corporation Ltd

    Invest globally with confidence today.

    The app provides access to global investment opportunities including Unit Trusts, Stocks, ETFs, Bonds, and IPOs. Users can build diversified portfolios, invest regularly, and access FX rates and currency tools.

    ★ 3.811 ratingsFinanceFreeData updated 2026-09-18
  9. What Would Joel Do app icon

    What Would Joel Do

    Nzinga Harrison

    Book consultations and webinars

    Follow a Facebook group for trading insights. Book consultations and webinars. Purchase webinar recordings and workbooks. Access Hot Stocks, daily Percent Gainers List, and investment portfolio with premium subscriptions.

    ★ 5.011 ratingsFinanceFreeData updated 2026-09-06
  10. Sharp Cuts app icon

    Sharp Cuts

    Tecwi Engineering GmbH

    Book appointments and manage your schedule

    Manage appointments and send reminders. Track inventory and sales. View customer profiles and payment history. Generate reports and sync with accounting software. Accept payments via card and cash.

    ★ 4.97 ratingsBusinessFreeData updated 2026-09-06
  11. TPW Portal app icon

    TPW Portal

    Tiller Private Wealth, Inc.

    Share secure documents and investment reports

    View investment reports and securely share documents with advisors. Access detailed performance data and track portfolio changes. Receive updates on account activity and manage document access permissions.

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

    QuickStats

    Liberty Software Inc.

    View pharmacy stats and workflow counts

    View pharmacy statistics, workflow counts, sales, and targets in real time. Access business data remotely. Monitor performance metrics and set operational goals. Sync with RXQ Pharmacy Software for updated information.

    ★ 4.18 ratingsBusinessFreeData updated 2026-09-08
  13. OCEAN Broker app icon

    OCEAN Broker

    CaixaBank, S.A.

    Track markets, buy, and sell stocks

    Manage investment portfolio with real-time market data and stock tracking. Buy and sell securities on major exchanges. Monitor asset performance and receive financial news updates. View detailed market indices and stock prices.

    ★ 3.45 ratingsFinanceFreeData updated 2026-09-08

How we rank alternatives

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