Apps Like TRI-AD Retirement for iPhone and iPad
TRI-AD Retirement screenshots
Ranked alternatives
Showing 21–40 of 1,000 ranked alternatives.

Voya
Voya Services Company
Manage accounts, view balances, and track expenses
View and manage retirement, health savings, and investment accounts alongside checking, savings, and credit cards. Track transactions, set budgets, and receive alerts. Access account statements and transfer funds securely.


Lincoln Financial Mobile
Lincoln National Corp.
Access account info and manage retirement plan
Manage retirement accounts, submit and track claims, view dental ID cards, and access wellness tools. Adjust retirement plan settings, manage employee benefits, and find dentists.




Merrill Edge
Merrill Lynch
Manage accounts and investments conveniently anytime.
The app allows users to manage their accounts and investments, view market data, deposit checks, transfer money, and pay bills. It also provides educational resources for investing and planning for life events.



PlanLink
Spectrum Pension Consultants, Inc.
Enroll, manage, and track investments
Enroll in retirement plans quickly. Manage investment portfolios and adjust contributions. Request loans or withdrawals. View portfolio returns and transaction history. Access live fund data and prospectus.

Start Right Retire Right
BOK Financial Corporation
Access account info and track returns
Access account balance and activity information. View personal rate of return. Manage account details. Set security passwords. End sessions upon closing or logging out. Use SSL for secure connections.



Compound Interest Calc
Dane Hankamer
Calculate and plan growth
Calculate investment growth with periodic contributions. Adjust contribution frequency and view year-by-year breakdowns. Track over time. Set and adjust parameters for accuracy. Export results as reports.


ASC Trust
ASC Trust, LLC
Check retirement balance
Review and manage employer-sponsored retirement plan details. Check retirement balance, view investments and contributions. Communicate via in- messages.

M1: Invest & Bank Smarter
M1 Finance LLC
Earn, , and borrow with ease
Manage finances with high-yield savings, investment options, and borrowing features. Deposit funds, earn interest, and in stocks or ETFs. Create personalized investment portfolios or select pre-curated options.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.