Apps Like Advizmo for iPhone and iPad
Ranked alternatives
Showing 141–160 of 1,000 ranked alternatives.
DK Young Mobile
David K. Young Consulting, LLC
Manage health accounts and benefits
Manage healthcare accounts with balance and transaction views. Fund HSAs from checking or savings. Receive and view email alerts. Contact administrators via email or phone. Access account details and recent activity.
Vault: Private Wealth
Vault Wealth Limited
Manage assets and track investments
Access personalized financial advice from dedicated advisors. Manage customizable investment portfolios including equities, bonds, and market opportunities. Monitor investments and receive tailored guidance for management.
Simple Stock: Learn to invest
App-Learning GmbH
Stock basics and investment strategies
Stock market basics through short, easy-to-understand lessons. Explore investment strategies and portfolio diversification. Access advanced topics like risk management, sustainable investing, and tax optimization.
Asure Flex Benefits Mobile
Asure Software, Inc.
Manage healthcare and benefit accounts easily.
The app allows users to view benefit account balances, details, and recent transactions. Users can submit claims, view card information, and contact administrators.
RUUT
Sherpa Brokers LLC
Invest in companies and portfolios
Create personalized investment portfolios based on investor profile. Invest in top U.S. companies and ETFs with a minimum of one dollar. View account balances and transaction history. Set investment goals and track progress.
OPTO: Invest Smarter
OPTO Markets Limited
Design your index and automate rebalancing
Create and manage a custom stock index portfolio with automatic quarterly rebalancing. Buy and sell stocks, ETFs, and Folios without fees. Track portfolio performance and strategy alignment over time.
BMO Invest
Bank of Montreal
View accounts, track holdings, manage portfolios
View investment holdings and account details through Portfolio View. Set up custom watchlists to track stocks and market trends. Access accounts using Face ID or Touch ID for secure authentication.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.