Apps Like Banzai Pocket Advisor for iPhone and iPad
Banzai Pocket Advisor screenshots
Ranked alternatives
Showing 21–40 of 1,000 ranked alternatives.
Baird Online
Robert W. Baird & Co.
Track portfolio value and asset allocation
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
Earned
NOHO FINANCIAL, INC.
Manage finances with AI-driven insights
Manage finances with AI-driven insights and personalized recommendations. Set financial goals, track spending, and receive investment strategies. Schedule consultations, review performance reports, and adjust portfolios remotely.
Tropical Financial CU
Tropical Financial Credit Union
Send money, track expenses, manage accounts
Manage finances with bill payments, loan management, and savings goal tracking. Deposit checks, transfer funds, and monitor account balances. Lock and unlock accounts remotely. Set up alerts for transactions and account activity.
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.
UpTicker AI
Upticker AI, Inc.
Track market trends and analyze investments
Track stock prices and market trends in real time. Receive alerts for price changes and news. Analyze historical data and compare portfolios. Set custom investment goals and monitor performance. Share insights and charts with others.
Pocketnest
PocketNest Inc.
Track expenses, plan budgets, secure accounts
Manage personal finances with step-by-step planning guidance. Link accounts securely, answer questions, and use calculators for actionable to-dos. Track progress without jargon or in-person meetings.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.