SageOak app icon

Apps Like SageOak for iPhone and iPad

by SageOak Financial, LLC★ 0.00 ratingsFinanceFreeData updated 2026-09-06

SageOak screenshots

Ranked alternatives

Showing 61–80 of 1,000 ranked alternatives.

  1. TruMark Financial Credit Union app icon

    TruMark Financial Credit Union

    TruMark Financial Credit Union

    Manage accounts, view balances, transfer funds

    Check account balances, transfer funds, and open accounts. Pay bills and loans, view statements, and save receipts digitally. Access online banking login or create credentials through the .

    ★ 4.71,663 ratingsFinanceFreeData updated 2026-09-06
  1. River City FCU app icon

    River City FCU

    River City Federal Credit Union

    Manage cards, view balances, deposit checks

    Manage debit and credit cards with balance checks and transaction reviews. Schedule payments for loans and bills. Deposit checks remotely. Transfer funds between accounts. Build savings with goal tracking.

    ★ 4.8766 ratingsFinanceFreeData updated 2026-09-06
  2. Altruist Client app icon

    Altruist Client

    Altruist Corp

    Track investments and view performance metrics

    View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.

    ★ 4.81,608 ratingsFinanceFreeData updated 2026-09-22
  3. Pittsford FCU Mobile Banking app icon

    Pittsford FCU Mobile Banking

    Pittsford Federal Credit Union

    Check balances, view history, transfer funds, pay

    Access account balances and transaction history. Transfer funds between accounts. Pay bills and view cash back offers. Deposit checks via photo. Manage purchase rewards and locate nearby ATMs or branches. Contact customer support through the .

    ★ 4.91,006 ratingsFinanceFreeData updated 2026-09-08
  4. Xantos app icon

    Xantos

    Xantos Labs LLC

    Invest in portfolios and manage assets

    Manage investment portfolios with customizable asset allocation and performance tracking. View real-time market data and historical returns. Set investment goals and receive personalized insights. Adjust portfolio risk level and monitor expenses.

    ★ 4.852 ratingsFinanceFreeData updated 2026-09-06
  5. Benefits OnLine app icon

    Benefits OnLine

    Merrill Lynch

    Manage accounts and check balances

    Manage accounts by checking balances, detailed holdings, and transaction history. Update investment contributions and request loans or withdrawals. View interactive account summaries and graphics. Access financial information and documents securely.

    ★ 3.01,213 ratingsFinanceFreeData updated 2026-09-15

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.