Apps Like The Advisor Lab for iPhone and iPad
The Advisor Lab screenshots
Ranked alternatives
Showing 61–80 of 1,000 ranked alternatives.
Client Access
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
Retirement Advisor
Eric Chang
Plan, save, retire early
Plan for with detailed financial analysis and goal tracking. Set savings targets, monitor progress, and adjust strategies. Calculate timelines and simulate different scenarios. Track expenses and income.
Domain Money
Domain Money Inc.
Plan with expert financial advice
Create custom financial plans tailored to individual needs. Schedule consultations with certified financial planners. Receive unbiased advice for different life stages. Set financial goals and track progress over time.
Compound Interest Simulator
Andre Leite Barbosa Costa
Simulate investments and track growth
Calculate investment returns using formulas. Input initial amount, monthly contributions, and time frame. Visualize growth with charts and graphs. Set financial goals and track progress over time.
Choice Wealth Advisors
Choice Wealth Advisors, LLC
View account info, check balances, contact advisor
View account balances and transaction history. Send secure messages to . Access portfolio details and activity logs. Schedule consultations and receive alerts for account changes.
Taxatio - Tax Calculator
Jesse Squires
Calculate taxes and estimate annual burden
Estimate federal and state income taxes, self-employment taxes, and quarterly taxes. View tax bracket and effective tax rate. Calculate estimated annual tax liability with detailed breakdowns.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.