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 81–100 of 1,000 ranked alternatives.

  1. Portrait Creative Network app icon

    Portrait Creative Network

    Portrait, inc.

    Connect with industry professionals

    Connect with filmmakers, department heads, and funders through a curated community. Share portfolios, contact information, and work directly. Filter and discover opportunities without social media clutter. Collaborate and with industry professionals.

    ★ 4.517 ratingsBusinessFreeData updated 2026-09-06
  2. ENBD X app icon

    ENBD X

    EMIRATES NBD Bank (P.J.S.C)

    Manage accounts, view balances, pay bills

    Access accounts, manage funds, and control cards. View transaction history and set spending limits. Schedule payments and receive alerts. Request account information and track card usage.

    ★ 4.716,632 ratingsFinanceFreeData updated 2026-09-06
  3. Equitable Mobile App app icon

    Equitable Mobile App

    Equitable Financial Services, LLC

    Manage accounts, view history, access documents

    Access accounts using FaceID or TouchID. View all accounts in one place. Access up to seven years of documents. Review balances and activity. Adjust investment options. Update personal information. Schedule transactions.

    ★ 4.730,043 ratingsFinanceFreeData updated 2026-09-06
  1. Investor-Portal app icon

    Investor-Portal

    AppFolio

    Track investments, view reports, submit interest

    Track investment performance with detailed metrics. View and sign key documents and reports. Receive real-time project updates. Submit interest in new investment opportunities.

    ★ 4.91,804 ratingsFinanceFreeData updated 2026-09-06
  2. Delta by eToro app icon

    Delta by eToro

    Opus Labs CVBA

    Track investments across exchanges and assets

    Track investments across stocks, crypto, ETFs, forex, and commodities. Sync with 300+ exchanges and wallets. View real-time prices and portfolio performance. Set price alerts for specific assets. Monitor balances and transaction history.

    ★ 4.711,348 ratingsFinanceFreeData updated 2026-09-06
  3. StockLight: NASDAQ Stocks News app icon

    StockLight: NASDAQ Stocks News

    StockLight Pty Ltd

    Track , research ideas, manage portfolio

    Track stock portfolios with real-time data and price alerts. Research using in- analysis tools. Monitor market trends and set investment goals. Access detailed company financials and . Place trades without commissions. Sync portfolio across devices.

    ★ 4.6155 ratingsFinanceFreeData updated 2026-09-08
  4. AssetWisp app icon

    AssetWisp

    Axion Expert Services INC

    Track investments and manage portfolios

    Track unlimited stocks, cryptocurrencies, commodities, and real estate. Analyze market trends, set investment goals, and receive AI-driven recommendations. Monitor portfolio performance, adjust allocations, and set price alerts for assets.

    ★ 5.013 ratingsFinanceFreeData updated 2026-09-06
  5. Simply Wall St app icon

    Simply Wall St

    Simply Wall Street Pty Ltd

    Invest in stocks and track your portfolio

    Track prices and receive real-time alerts. Analyze company fundamentals with visual charts. Set investment goals and monitor portfolio performance. Get news and insights on market trends. Manage holdings and adjust strategies over time.

    ★ 4.62,407 ratingsFinanceFreeData updated 2026-09-10
  6. TabTrader - crypto terminal app icon

    TabTrader - crypto terminal

    Tabtrader BV

    Trade , track markets, manage portfolio

    Monitor real-time cryptocurrency prices across Binance, Kraken, and other major exchanges. Track portfolio performance. Set custom watchlists. Receive market alerts. Conduct technical analysis. View trading pair details and historical data.

    ★ 4.74,375 ratingsFinanceFreeData updated 2026-09-06
  7. Y S Capital app icon

    Y S Capital

    Y S CAPITAL

    Track investments and manage portfolio assets

    Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, download complete portfolio reports, and access transaction statements. Log in via Google email.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  8. Planning PME app icon

    Planning PME

    Target Skills

    Access schedules in list or calendar view

    Access schedules and team calendars through list, daily, weekly, or monthly views. Manage employee time, vacations, tasks, and project scheduling. Sync with web and desktop versions. Navigate intuitively and customize settings.

    ★ 5.01 ratingsProductivityFreeData updated 2026-09-06
  9. Everdays: Retirement Planning app icon

    Everdays: Retirement Planning

    Everdays, Inc.

    Plan your future with smart guidance

    Plan for with tools to map a fulfilling lifestyle, design future healthcare needs, and organize end-of-life wishes. Track health metrics, set financial goals, and access resources for long-term stability.

    ★ 4.6991 ratingsFinanceFreeData updated 2026-09-11
  10. Stessa: Smart Rental Manager app icon

    Stessa: Smart Rental Manager

    Stessa, Inc.

    Track income, expenses, and portfolio performance

    Track income and expenses with online rent collection and tenant screening. Manage real estate banking and budgeting. View portfolio performance and set financial goals. Sync data across devices for remote property management.

    ★ 4.85,195 ratingsBusinessFreeData updated 2026-09-06
  11. Akbank Mobile app icon

    Akbank Mobile

    Akbank T.A.S

    Transfer funds, apply loans, pay bills

    Manage bank accounts, view transaction history, and monitor balances. Transfer funds between accounts, apply for loans, and make bill payments. Handle investment portfolios and set up transaction alerts.

    ★ 4.86,980 ratingsFinanceFreeData updated 2026-09-08
  12. Metro Credit Union Mobile app icon

    Metro Credit Union Mobile

    Metro Credit Union

    Access accounts, deposit checks, transfer funds, pay

    Monitor checking and savings accounts, view mortgage and loan balances, track spending, and set budget-based savings goals. Receive account alerts, adjust preferences, and manage cards.

    ★ 4.817,911 ratingsFinanceFreeData updated 2026-09-09
  13. SGH Wealth Management app icon

    SGH Wealth Management

    SGH Wealth Management, LLC

    Monitor investments and financial data securely

    Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.

    ★ 5.07 ratingsFinanceFreeData updated 2026-09-06
  14. Crypto Trader : Cryptocurrency app icon

    Crypto Trader : Cryptocurrency

    Ronan Stark

    Track prices and manage your portfolio

    Lets users simulate trading with virtual currency. Invest in major cryptocurrencies, track portfolio performance, and monitor real-time market data. Set up and manage investment strategies without financial risk.

    ★ 4.2168 ratingsFinanceFreeData updated 2026-09-06
  15. DealCheck: Analyze Real Estate app icon

    DealCheck: Analyze Real Estate

    Fortnoff Financial LLC

    Compare properties and track investments

    Investment properties with detailed financial metrics and comparative tools. Input data to generate projections and reports. Track property performance over time. Access -time market insights and save analysis for future reference.

    ★ 4.81,746 ratingsFinanceFreeData updated 2026-09-10
  16. Fiducient Advisors app icon

    Fiducient Advisors

    Fiducient Advisors LLC

    View portfolio data securely

    View portfolio data including asset allocation, performance metrics, and transaction history. Access account statements and tax documents. Receive notifications about market changes and portfolio updates.

    ★ 4.04 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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