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 21–40 of 1,000 ranked alternatives.
Debbie Inc.
Track progress toward financial goals
Track financial goals and progress with personalized milestones. Set and adjust goals for savings, debt repayment, and credit card balances. rewards for achieving targets. Learn about money psychology through guided lessons and insights.
Desert Financial Credit Union
Connect to finances anytime, anywhere.
The app provides 24/7 access to financial information. Users can view an account dashboard, pay individuals, and manage bills.
BBVA
AI-powered financial management and operations.
The app uses AI to optimize interactions and personalize shortcuts for faster payments and operations. It offers a Financial Coach to diagnose savings capacity and provide a plan to improve financial habits.
VIETNAM JOINT STOCK COMMERCIAL BANK FOR INDUSTRY AND TRADE
AI anticipates every financial need.
The app uses AI to suggest features based on financial habits. It offers over 500 financial utilities, an investment platform, and versatile payment options including QR, card, and Apple Pay.
TipRanks Ltd
Track stocks, manage portfolios, access financial data
Track performance and manage investment portfolios. Access financial news and analyst opinions. View data-driven scores for trends. Receive insights from Wall Street experts. Monitor updates in real time.
IBTECH A.S.
Banking transactions made easy anywhere.
The app allows users to track and manage accounts and credit cards. Users can transfer money, buy or sell foreign currency, and view exchange rates.
Synovus Bank
Deposit checks, transfer funds, pay bills, send
Access account balances, transfer funds between accounts, pay bills, and send or receive money instantly. Deposit checks via photo. View spending insights and track financial activity. Use Touch ID or Face ID for login.
PayPal, Inc.
Send invoices, track sales, manage money
Create and send invoices with customizable templates. Track sales and account activity. Manage payments and transfers. View financial reports and set up recurring payments. Connect with accounts and monitor transactions.
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY INC
View accounts, track performance, pay premiums
View investment account performance and transactions. Review insurance policy details. Make premium payments for life, disability, and long-term care plans. Set up autopay to ensure timely payments. Access contact information for financial advisors.
Betterment
In portfolios and automatically
In and through automated portfolios and expert guidance. Set financial goals, schedule regular contributions, and track progress. Adjust risk tolerance and access real-time performance reports.
American United Life Insurance Co Inc
Manage accounts and access financial resources
Manage accounts with transaction history and activity tracking. Access financial wellness resources and tools. View balances and transaction details. Switch between English and Spanish language settings. Set up and manage account alerts.
Beijing Sina Finance Information Service Co., Ltd.
Global financial news and market data.
The app provides comprehensive financial news and market data. It covers global stock, fund, futures, and foreign exchange markets with real-time quotes and analysis tools.
Going Merry Inc.
Find and apply for aid
Find and grants tailored to your profile. Apply directly through the . Track application status and deadlines. Receive alerts for new opportunities. Sync with financial aid calendars. Share progress with counselors.
Burgan Bank
Conduct financial transactions easily and securely.
The app allows users to conduct financial transactions securely. Users can view account summaries, statements, and credit card transactions, and transfer funds locally or internationally.
MyFatoorah
Invoice clients and accept payments online
Accept payments online through a secure gateway. nd send invoices to clients. Track transactions and manage payment history. Integrate with business accounts for streamlined financial management.
Travis Credit Union
Manage accounts, view balances, pay bills, transfer
Check account balances and transaction histories. Transfer funds between accounts. View check images. Schedule and pay bills through Bill Pay. Access financial tools for account management.
Kosuke Hamada
Shift work made simple and easy.
The app helps people who do shift work. Users can input shifts for a month in under 30 seconds and compare schedules with friends.
OneAZ Credit Union
Access accounts anytime anywhere easily.
The app provides mobile check deposit, financial wellness tracking, and an account dashboard. Users can manage cards, transfer funds, pay bills, and find branches or ATMs.
Zoho Corporation
Manage transactions and access financial data anytime
Manage invoices, track expenses, and record transactions. View financial reports and manage cash flow. Sync with software and access data from multiple devices. Support GST compliance in India, Australia, and Canada.
gohenry Ltd
Save, spend, and learn with money
Manage finances with a debit card for and teens. Set automated allowances, track spending, and complete task lists. Access gamified quizzes and educational videos. Parents can set controls, monitor activity, and guide financial learning.
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