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.
Creative Planning screenshots
Ranked alternatives
Showing 61–80 of 1,000 ranked alternatives.
CV Advisors
CV ADVISORS LLC
View portfolios, track investments, stay informed
View and monitor investment portfolios and accounts. Track performance of investments and markets. Receive updates and alerts on financial activities. Securely access account details and market data.
Shareworks
Morgan Stanley
Track shares, manage portfolio, exercise options
Manage and forecast your portfolio. Track past and future events. View transaction history and employee stock purchase plan holdings. Sell or transfer shares. Exercise options. Take action on restricted stock awards.
Oak Grove Capital Mobile
Oak Grove Capital, LLC.
View portfolio values and contact your advisor
View portfolio values and asset allocations in real time. Contact your financial advisor directly through the . Receive updates on account performance and transaction history.
Warren Investimentos
Warren Brasil Gestao e Administracao de Recursos Ltda - EPP
Invest in managed portfolios with strategies
Manage investment portfolios with managed strategies tailored to financial goals. View performance metrics and adjust allocations. Access expert insights and track portfolio progress over time.
Bybit: Buy Bitcoin & Crypto
Bybit Fintech Limited
Trade and manage portfolios
Trade and other cryptocurrencies with real-time price tracking and order execution. Manage portfolios, set price alerts, and monitor transactions. Access educational resources and security features like two-factor authentication.
Wealth eOffice
RED VISION COMPUTER TECHNOLOGIES PRIVATE LIMITED
View portfolios, track goals, calculate investments
View investment portfolios and reports. Access financial calculators and goal tracking tools. Review performance metrics and receive advisor-generated insights. Manage investment goals and track progress over time.
PRO.FINANSY: Investing Tracker
PRO FINANSY CLOUD SERVICES LLC
Invest in assets and track your portfolio
Track stock prices and market trends in real time. Analyze investment opportunities with news and expert insights. Manage portfolios with customizable watchlists and performance charts.
Genius: Stock Market Tracker
Hijinx LLC
Track investments and manage portfolios
Track investments and manage portfolios by linking brokerage accounts or manually inputting trades. View performance of each holding over any time period. Stay informed on trends and overall portfolio activity.
Swan Bitcoin: Buy & Save
Electric Solidus LLC
Invest in Bitcoin and track your portfolio
Manage Bitcoin holdings with secure custody and personalized guidance. View portfolio performance, set investment goals, and receive expert insights. Transfer funds, track transactions, and access real-time market data.
Portseido
PORTSEIDO COMPANY LIMITED
Track investments, view analytics, monitor dividends
Track investments across 70+ exchanges, 20,000+ ETFs, and cryptos. View historical performance, trade analytics, and asset allocations. Monitor dividend history and projections. Benchmark portfolio performance. Set and track investment goals.
New York Life
New York Life Insurance Company
Manage policies, track investments, make payments
View and manage policies, monitor investment values, make payments, and find agent contact information. Update communication preferences and access additional features.
Akta Wealth
Excel Net Solutions Private Limited
Track investments and manage portfolio assets
Track and manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, generate transaction statements, and download complete portfolio reports.
App Banco Sabadell
Banco de Sabadell, S.A.
Manage accounts, send transfers, purchase products
Manage accounts, view balances, and monitor transactions. Send money, pay bills, and access customer support. Set alerts and manage card security remotely. Check loan details and track investment portfolios.
Autopilot - Investment App
Iris Social Stock App Inc.
Copy trades in real-time
Automate investments by copying selected traders in real-time. Connect existing portfolios to replicate trades. Access a trader directory to choose and follow specific accounts. Track performance and manage copied trades within the portfolio.
Abyan Capital: Save and Invest
ABYAN CAPITAL COMPANY
In Shariah-compliant portfolios
In Shariah-compliant portfolios, , and manage wealth through a secure . Set investment goals, track performance, and receive personalized recommendations. Open accounts quickly and monitor transactions and balances in real time.
Empower Personal Dashboard™
Personal Capital Corporation
Track expenses, plan budgets, manage accounts
Manage all financial accounts in one place. View net worth, track investments, and plan for retirement. Set budgets, monitor spending, and receive personalized financial insights. Sync accounts and access real-time market data.
Ágora
AGORA CORRETORA DE TITULOS E VALORES MOBILIARIOS SA
Manage accounts, track investments, view balances
Manage investment accounts, track portfolio performance, and view transaction history and balances. Access analysis, investment recommendations, and educational content. Monitor fixed income, funds, and private pension options.
Nedbank Private Wealth App
Nedbank Limited
Track , view transactions, manage investments
Track personal and banking transactions in one place. View investment portfolios and manage accounts. Log in securely with fingerprint or FaceID. Access real-time transaction history and investment performance.
Forex Calendar, Market & News
Myfxbook LTD
Track events and view your portfolio
View portfolio with watched accounts and real-time streaming rates for over 60 currency pairs and commodities. Access real-time calendar with event data and notifications. Receive live and track trading performance.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.