Financial planning made easy visually.
This iPad application helps financial planners and sales representatives engage clients. It uses visual elements and touch controls to facilitate discussions about life plans and financial simulations.
Showing 261–280 of 1,000 ranked alternatives.
Christopher Gokey
Analyze charts and identify patterns
Analyzes financial data with charts and technical indicators. Identifies over 70 patterns for trend reversals. Filters stocks, commodities, and forex using pattern recognition and indicators.
Latitude Financial Services Australia Holdings Pty Ltd
Manage accounts with biometric access
Manage financial accounts with Touch ID or Face ID access. Add cards to Apple Wallet and temporarily lock them. View balances, statements, transaction details, and payment due dates. Update personal information and activate new cards.
The Guardian Life Insurance Company of America
Account details and policies
Policy documents, view account details, and manage insurance coverage. Submit claims, update contact information, and track policy status. Receive notifications and communicate with financial representatives.
Keltin Enterprises, LLC
Answer retirement financial questions now.
The app helps users answer questions about retirement finances. Users can enter data and assumptions to see if their plan will work and view details for every year.
Saddle Oak Software LLC
Track , cash flow, and operations
Track levels, manage purchase orders, and monitor cash flow through a unified interface. Integrate with QuickBooks Online. Record sales and customer data. Generate reports on stock movements and financial performance.
Servicos e Informacoes do Brasil
Simulate financial applications and contracts.
The app simulates financial applications or service contracts. It performs monetary corrections using indicators stored by the BCB.
CCSE Federal Credit Union
Check balances, pay bills, transfer money
Check account balances and review recent transactions. Transfer funds between accounts. View and pay enrolled bills. Access secure financial information anytime, anywhere.
ET Net Limited
Financial and life information platform
The app provides comprehensive financial information including stock quotes, news, and analysis. It also offers lifestyle content covering trends, health, and entertainment.
Cosden Federal Credit Union Inc
Check balances, pay bills, transfer money
Check account balances and review recent transactions. Transfer funds between accounts. View and pay enrolled bills. Access secure financial information anytime, anywhere.
Common Sense Wellness Worldwide, LLC
Mentor others and grow together
Connect with mentors and peers for guidance on emotional, intellectual, spiritual, financial, and relational growth. Set personal goals, track progress, and participate in discussions to foster balanced living.
Nebraska Bank
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage spending limits.
Bank of Hangzhou Co., Ltd.
Financial and lifestyle services integrated.
The app offers integrated financial and lifestyle services with an updated interface. It provides diverse investment options starting from 1 yuan and includes discounts on dining, coffee, and other services.
Gateway Bank
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage budgets.
United Overseas Bank Limited Co.
Track expenses, save, and earn rewards
Check balances, transfer funds, and manage accounts. View transaction history and set spending alerts. Redeem rewards and track card benefits. Receive personalized financial insights and recommendations.
Illinois Educators Credit Union
Check balances, pay bills, transfer money
Check account balances and recent transactions. Deposit checks by photo. Transfer funds between accounts. View and pay enrolled bills. Securely access financial information anytime.
ANUVAYALABS TECHNOLOGIES PRIVATE LIMITED
Ask about life moments and get guidance
Chat with Vedic Astrologers to discuss life questions, marriage timing, career decisions, financial planning, relationship challenges, and spiritual growth.
Banque Nationale de Mauritanie
Send payments and manage money
Enable mobile payments with a secure digital wallet. Send and receive money, store value, and access basic financial services. Set transaction alerts and manage multiple accounts.
Hebbia Inc.
Access real-time financial data and insights
Access real-time financial data from deal books, earnings, and CRM. Retrieve instant answers to critical queries. Securely view board decks and investment research. Share insights and collaborate with team members.
Shenzhen Brown Bear Technology Co., LTD
Record income and expenses
Record income and expenses with account, type, and notes. View financial data through calendar and monthly breakdowns. Set passwords to secure records.
Muze LT MB
Calculate loans, track payments, plan budgets
Calculate amounts, interest rates, and repayment schedules. Auto helps estimate monthly payments for car purchases. Track progress and adjust terms for better financial planning.
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