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 81–100 of 1,000 ranked alternatives.
Town & Country Federal Credit Union
Check balances, view history, transfer funds, locate
Check account balances and view transaction history. Transfer funds between accounts. Locate nearby branches or ATMs. Access financial information anytime from a device.
Intelligent Change LLC
Play , share stories, connect with others
Facilitate meaningful conversations with prompts on love, life, and relationships. Share responses with friends, family, or colleagues. Track progress and reflect on interactions to strengthen bonds.
HalalaH Company
Send money, track payments, manage cash flow
Send and receive payments electronically. Track cash flow and sales data. Generate reports and set payment reminders. Integrate with accounting software for financial management.
East Money Information Co.,Ltd.
Financial news and stock trading tools.
The app provides financial news and stock trading tools. It offers real-time market data, analysis reports, and a community forum for stock discussions.
Chongqing Zhouhu Technology Co.,Ltd
Capture ideas anytime, anywhere
Create and manage financial records offline. Input transactions, categorize expenses, and generate reports. Sync data across devices when online. Store backups locally without internet dependency.
Toro Investimentos Ltda.
Track expenses, set budgets, manage money
Create a custom monthly to manage finances and track spending. Set financial goals and monitor progress. Adjust budgets to ensure sufficient funds for needs and expenses.
Southeastern Credit Union
Aggregate accounts, track balances, manage budgets
View all financial accounts in one place, including accounts from other institutions. Track balances, transactions, and spending patterns. Set up alerts for account activity.
INDUSTRIAL BANK OF KOREA
Open accounts, view balances, transfer funds
Provide financial services without an account, including account inquiry, transfers, and product enrollment. Use biometric authentication for login and transactions.
Cathay Financial Holdings
Enhance points experience and manage needs.
The app helps users enhance their points experience and manage financial needs. Users can accumulate Tree Points, participate in tasks, access card services, and find exclusive offers.
Kookmin Bank Co., Ltd.
Easy and convenient financial platform for life.
The app offers a mobile identification service for identity verification and a dedicated communication plan. It also provides a pocket service for remittances and payments for customers aged 14 to 18.
Vote Inc.
Predict financial instruments and win prizes
Answer questions about financial instruments like equities, currencies, and indices to earn points and compete for monthly prize money. Track accuracy, accumulate points, and claim rewards in USD and BTC based on performance.
Primerica, Inc.
View policy details and track financial goals
View life policy details including insured individuals, coverage amounts, beneficiaries, and premium information. Update contact details and policy information. Track financial goals and access investment products.
Brightfin Inc.
Swipe receipts, track expenses, set targets
Categorize transactions into expense types. Track monthly spending patterns. Set custom percentages. Access live financial advice from certified planners. Review spending history and adjust budgets.
Treasury Department Federal Credit Union
Handle financial needs from cell phone.
The app allows users to manage financial needs from their cell phone. Users can make transfers, pay bills, view cash back offers, and check balances on their iPhone or iPad.
NOON HAKBAH FOR INFORMATION TECHNOLOGY COMPANY
Save with friends, track shared goals
Save money through group savings goals with friends or family. Set monthly financial targets and track progress. Use AI to personalize savings plans. Share achievements and receive reminders. Adjust contributions and view detailed spending analytics.
Standard Chartered
Access accounts, view statements, set alerts
Check account balances and transaction history. Transfer funds between accounts. Manage cards and set customized alerts. Access statements and view financial dashboards. Initiate online bank transfers.
Vladislav Tarasov
Build, run, and track financial models
Build and manage machine learning models for investing and . Analyze financial assets like stocks, crypto, and futures. Receive real-time market alerts and insights. Execute trades and track performance.
Best Egg Technologies, LLC
Check balance, pay bills, monitor cash flow
Manage accounts by viewing balances, payment history, and detailed statements. Monitor credit score and pay bills directly. Access secure financial tools for transactions and statements.
TAPCO Credit Union
Manage accounts, view balance, edit payments
View account balances, transaction history, and savings progress in a centralized dashboard. Make and edit payments, set up recurring transfers, and receive personalized financial insights.
SunWest Federal Credit Union
Manage money and pay bills.
The app allows users to manage money, pay bills, transfer funds, and deposit checks. This financial system update provides users with control over their banking needs.
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