Apps Like Advizmo for iPhone and iPad
Ranked alternatives
Showing 141–160 of 1,000 ranked alternatives.
myHealthSpend
MVP Health Plan Inc
Manage health account balances and transactions
Manage health care benefits with access to account balances and transaction history. Fund HSA from checking or savings accounts. View email alerts and contact administrators via email or phone. Log in with existing credentials.
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.
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.
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.