Apps Like FDG Mobile for iPhone and iPad
FDG Mobile screenshots
Ranked alternatives
Showing 201–220 of 1,000 ranked alternatives.
Willow Financial
Willow Financial LLC
View portfolio, upload files, communicate with advisor
View investment portfolios and account balances. Upload documents for review. Communicate with advisors via messaging. Access account statements and transaction history. Request portfolio adjustments and file tax documents securely.
Hohimer Wealth
Hohimer Wealth Management LLC
View portfolio, generate reports, store documents
View financial portfolio with an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely via a document vault. Access additional financial tools and features.
InvestLink
Aspire Financial Services LLC
Enroll, adjust, and view your plan
Manage retirement plans by registering and enrolling in company programs. View account balance and investment performance. Track future income projections. Adjust contribution rates and portfolio allocations.
Budget Planner - Mellow
Barton Cone
Track expenses and manage budgets
Track income and expenses with categorized line items. Set up custom budgets with titles. Monitor transactions and allocations. Adjust budgets for biweekly or monthly planning. View spending patterns and income sources.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.