Manage money, save, invest
Manage finances with budget tracking, savings goals, and investment options. Monitor expenses, set alerts, and transfer funds securely. Access real-time account updates and view transaction history.
Showing 401–420 of 1,000 ranked alternatives.
Cedar Point Capital Partners, LLC
View financial data and reports
View financial data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from a wealth advisor. Manage budgets and track financial progress.
Silver backs corp
Track expenses, manage accounts, set budgets
Manage finances with real-time account monitoring, transaction history, and budget tracking. Set up recurring payments and schedule transfers. Monitor real estate investments and life insurance policies.
Kashkow
Invest track and manage your money
Track investments, view portfolio performance, and receive market insights. Set financial goals and create personalized plans. Monitor spending and budget categories. Secure transactions with biometric authentication and encryption.
Team Hewins, LLC
Track expenses, budget, and secure documents
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a document vault. Manage budgets and track financial progress.
West Financial Services, Inc.
View data and manage budgets
View data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a vault. Access budgeting tools and additional features.
Bragg Financial Advisors, Inc.
Track expenses, budget, and secure documents
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely via a document vault. Access budgeting tools and additional financial features.
Wealth Architects, LLC
View financial data and manage budgets
View financial overview through an interactive dashboard. Generate dynamic reports with current investment data. Store and share documents securely with a vault. Manage budgets and track spending.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.