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 821–840 of 1,000 ranked alternatives.
retailGreen, Inc
Store and manage receipts anywhere, anytime.
The app stores electronic receipts from participating retailers. Users can review stored receipts on smartphones, tablets, and the website, managing financial expenditures and analyzing spending.
Apollon Wealth Management, LLC
View account info and balances
View account details and balances. Access performance reports and transaction statements. Track gains and losses. See estimated income yield. Manage portfolio performance and financial data.
Moses Mathew Mccall
Plan goals and track growth
Visualize growth with interactive charts showing investment growth over time. Set financial goals and explore different contribution scenarios. Track progress and adjust plans to meet objectives.
NERIJUS PETNIUNAS
Track and set recurring payments
Track household with recurring payment setup and custom categories. View visual spending charts and add notes to . Manage budgets and monitor financial habits through subscription-based access.
Christopher Biagioni
Adjust dials, track expenses, view financial impact
Track income and expenses with adjustable dials. Simulate budget changes and view real-time financial impact. Set financial goals and monitor progress. Adjust spending categories to optimize budget allocation. Receive alerts for budget deviations.
Trust Company of America
Access financial information anytime, anywhere.
The app provides authorized users with access to the Liberty Application. It offers enhanced usability and mobility, allowing users to access needed information from any mobile device.
Maryland Golf & Country Club
Book tee times and post scores
Book tee times and post scores directly. Make reservations and update contact information. Review financial statements and access club news.
ASCOIN TECHNOLOGY PTE. LTD.
Get real-time financial advice and track investments
AI chatbot provides real-time financial advice and answers questions. Track cryptocurrency portfolio and net worth on a dashboard. Set financial goals and receive personalized recommendations. Monitor spending and budget categories.
Kazuya Kobayashi
Loan management made visible
Manage multiple loans with a unified view. Track total repayment, remaining balance, and monthly payments. View progress through a visual bar and color-coded categories. Check payment schedules on a calendar with status indicators.
Finance for Wealth Pty Ltd
Track , calculate costs, access reports
Access property reports to assist with negotiations and calculate costs like stamp duty. Track loan application progress in real time. Use calculators for accurate financial estimates. Contact support directly through the .
Church Creek Reformed Presbyterian Church Inc
Access schedules, grades, and news
Access announcements, event calendars, and homework assignments. View athletic schedules and results. Manage FACTS financial information. Communicate with staff and access community resources.
Lakes Federal Credit Union
Check balances, view history, transfer funds, pay
Check balances and view transaction history. Transfer funds between accounts. Pay loans directly from the . Access account details and manage financial activities remotely.
CXO Solutions B.V.
Corporate reporting and communication platform for executives.
The app provides financial dashboards for executives. It offers web-based and mobile reporting for live financial data, with tools for immediate action.
Livespring App LLC
Share career goals and connect with organizations
Share career goals and personal development resources. Connect with organizations and communities. Access valuable information and opportunities. Engage in discussions about relationships, careers, and spiritual growth.
Tidal Pool Software
Powerful yet easy professional bookkeeping application.
The app is a professional bookkeeping, time tracking, and invoicing application. It features double-entry accounting, multiple currency support, and a simple one window user interface for managing businesses.
Cash Connect Management Solutions Pty Ltd
Apply for funding and view accounts
Manage business funding applications and access cash instantly through vaults. View account summaries and track financial activities. Access unsecured working capital for growth or inventory needs.
DISHA FINANCE AND INVESTMENTS PRIVATE LIMITED
Manage mutual funds, equity shares, and bonds
Manage and monitor financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Generate portfolio reports, view historical performance, and access transaction statements.
Waldron Private Wealth
Manage assets, plan finances, invest wisely
Track investment portfolios, view account balances, and receive performance reports. Schedule and manage meetings with financial advisors. Access educational resources and update personal financial information securely.
Excel Net Solutions Private Limited
Track assets and download reports
Manage and monitor financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access portfolio reports, view historical performance, and download transaction statements.
Wolters Kluwer Tax & Accounting Deutschland GmbH
View business performance analyses anywhere, anytime.
The app allows clients of Steuerberaterkanzlei Schwaderlapp & Kröll to view business performance analyses on their smartphone or tablet. It provides quick access to company financial data from any location with an internet connection.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.