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 141–160 of 1,000 ranked alternatives.
Money Manager (Remove Ads)
Realbyte Inc.
Manage accounts, set budgets, track expenses
Track expenses with customizable categories and budgets. View spending trends through graphs and detailed statistics. Set and adjust financial goals. Sync accounts and receive alerts for transactions. Export reports in multiple formats.
iA Private Wealth
Industrial Alliance Insurance and Financial Services Inc.
Monitor portfolio, chat with advisor
Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.
Blossom: Portfolio Tracker
Blossom Social Inc.
Track stocks, ETFs, and dividends
Track stocks, ETFs, and dividends with real-time data. Follow investor portfolios and compare performance. Learn investment strategies through educational content. Set alerts for price changes and market news. Share insights with the community.
Osmanlı Mobil
OSMANLI MENKUL DEGERLER ANONIM SIRKETI
Track markets, place trades, manage investments
Access real-time market data and execute trades across all investment products. View portfolio performance, manage accounts, and receive notifications.
SAM Client App
Stansberry Asset Management, LLC
Check performance, review portfolios, track investments
Check investment performance, review portfolio details, and understand asset allocation. Subscribe to NewsFeed, download reports, view past webinars, and contact Customer Relationship Managers.
EFE
Edelman Financial Engines, LLC
Track accounts and view progress
View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.
Compound Interest Calc
Dane Hankamer
Calculate and plan growth
Calculate investment growth with periodic contributions. Adjust contribution frequency and view year-by-year breakdowns. Track over time. Set and adjust parameters for accuracy. Export results as reports.
Aseel | أصيل
ASEEL CAPITAL COMPANY
Invest in real estate funds
Invest in real estate and investment funds through crowdfunding. View project details, set funding goals, and track returns. Manage portfolios, receive updates, and access investor reports.
Risevest - Invest in Dollars
Rise Vest Technologies Limited
In assets and track your portfolio
In global, dollar, and naira denominated assets. Set financial goals and build a personalized portfolio. Track performance, adjust investments, and receive market insights. Manage accounts, view balances, and schedule recurring contributions.
SBI Mutual Fund-InvesTap Nxt
SBI Funds Management Limited
Track investments and monitor orders
Track investment performance and receive notifications about upcoming investments and pending actions. Monitor payment status and order progress in real time. Access investment details and statements for all family members under one account.
Nippon India Mutual Fund
Nippon Life India Asset Management Limited
Invest in funds anytime
View investment portfolios, check performance, and track returns. Manage SIPs and switch funds. Receive real-time market updates and notifications. Access research reports and expert insights. Redeem investments and view transaction history.
Alerus Retirement
Alerus Financial Corporation
Check balances and view investments
Access account information using existing login credentials. Check balances, view investment performance graphs, and review contributions. Receive alerts, monitor loan data, and see personal rates of return.
Whelan Financial
Whelan Financial, Inc.
View portfolio balances and statements anytime
View portfolio balances and performance metrics. Access quarterly statements and other account documents. Retrieve transaction history and investment details. Set up account alerts and notifications. Submit support requests directly through the .
JAVLIN Invest: Investment Tool
Javlin Invest LLC
Track portfolio, analyze risks, manage investments
View stock and fund data with real-time prices and historical trends. Analyze portfolio performance with detailed charts and metrics. Set goals and receive risk assessments. Track expenses and manage holdings.
MyToken Pro
Shanghai Tongmai Information Technology Co., Ltd.
Track crypto prices and portfolio performance
Track cryptocurrency prices across 100+ exchanges. View portfolio balances and performance. Access detailed coin data including ICO price, supply metrics. Receive news updates and social media feeds from exchanges.
Rainmaker Finance
Rainmaker Finance, Inc.
Manage portfolio and make deposits with one
Manage financial portfolios with one-tap deposits. Monitor investments and track performance. Enable 4FA MPC for self-custody. Set up and verify multi-factor authentication for secure access.
MCWS Client App
McKinley Carter Wealth Services, Inc
Check portfolio balance and track performance
Check portfolio balance and track account performance. Run custom reports and analyze investment allocation. Set up alerts and manage transactions. View detailed performance charts and historical data.
HDFC Bank App (Early Access)
HDFC Bank Ltd
Manage accounts, transfer funds, view balances
Check account balances, transfer funds between accounts, and pay bills. View transaction history and set up alerts. Deposit checks via photo and manage card security. Access loan and investment options. Receive notifications for account activity.
BTG Pactual Global
Banco BTG Pactual S.A.
Track transactions and view investments
View investment portfolios and account balances. Track transactions and account activities. Access personalized reports and educational content. Consolidate multiple accounts. Perform transfers and monitor investment positions.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.