Apps Like Oz Optimizer for iPhone and iPad
Oz Optimizer screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Social Security Optimizer:Boss
Sawhney Systems, Inc.
Calculate your benefit timing
Calculate potential benefits based on start age, marital status, and life expectancy. Provide estimates for payments at 62, Full Retirement Age, and 70. Compare scenarios to help decide the optimal time to begin benefits.
Edward Jones
Edward D. Jones & Co., L.P.
View accounts and track performance
View account holdings, performance, and activity. Connect external accounts to see balances. Track progress toward financial goals. Message and share documents with the team. Deposit checks and transfer funds. View and sign account-related documents.
Beyond Finance
Beyond Finance Inc.
Review accounts and track progress
Review program progress and enrolled accounts. Connect with Client Success Team for support. Receive personalized tips and guidance.
Pacific Service CU
Pacific Service Credit Union
Check balances, transfer funds, pay bills, deposit
Manage accounts through a dashboard showing available funds, savings progress, upcoming payments, and deposits. Control debit or credit cards by locking, unlocking, or blocking them remotely. Transfer money, pay bills, and deposit checks via photo.
EFE
Edelman Financial Engines, LLC
Track accounts and view progress
View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.
Your First Financial
First Financial Bank, NA
Track accounts, pay bills, move money
Monitor and track account activity with real-time alerts. Pay bills, deposit checks, and transfer money between accounts. Customize dashboard and view accounts from multiple institutions.
Shareworks
Morgan Stanley
Track shares, manage portfolio, exercise options
Manage and forecast your portfolio. Track past and future events. View transaction history and employee stock purchase plan holdings. Sell or transfer shares. Exercise options. Take action on restricted stock awards.
MidWestOne Bank
MidWestOne Bank
View balances, transfer funds, pay bills
View real-time account balances and transaction history. Deposit checks using mobile deposit. Pay bills and send money via Zelle. Locate branches and ATMs. Lock or unlock your debit card remotely. Link external accounts for consolidated management.
Changed: Automate Debt Payoff
Changed Inc.
Track , plan payments, eliminate balances
Organize and monitor from multiple sources. Set clear goals, track progress, and create plans. Input payments and receive notifications. View detailed summaries and adjust strategies as needed.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.