Forecast net worth and track progress
Track net worth and forecast scenarios like buying a home or having kids. Connect bank accounts to monitor progress. Chat with an AI advisor for personalized insights and money management guidance. Set goals and view detailed analytics.
Showing 1–20 of 1,000 ranked alternatives.
Empower Annuity Insurance Company of America
Track expenses, view balances, manage budgets
Track income and expenses across multiple accounts. Monitor net worth with real-time updates. Access professional investment advice. Set financial goals and receive personalized recommendations. Sync data from various financial institutions.
Yahoo Inc.
Track , get alerts, and view real-time
Track portfolio performance and manage crypto assets with a portfolio tool. Follow , ETFs, or crypto for real-time quotes and personalized . Set alerts for market updates and investment insights.
M&T Bank
Bank quickly and get back to matters.
The app allows users to access accounts, view balances, and track spending. Users can move money swiftly by sending funds with Zelle, depositing checks, and transferring money between accounts.
T. Rowe Price
Track, decide, and invest with confidence.
The app provides a consolidated view of T. Rowe Price and linked external accounts, showing balances, performance, and net worth.
QUIN Technologies GmbH
Track assets, monitor net worth, manage investments
Track investment portfolios with real-time updates and net worth aggregation. Add assets like stocks, ETFs, real estate, and collectibles. Visualize holdings in a single dashboard. Monitor net worth 24/7.
Affinity Plus Federal Credit Union
Track budgets, monitor net worth, add cards
Track monthly budgets across categories and monitor net worth by comparing account balances to debts. Add cards to digital wallets for secure payments. Request and activate replacement cards with digital versions available immediately.
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.
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.
RevEx Technologies, Inc
Connect accounts, track spending, get insights
Track income and expenses with categorization and budgeting tools. Set goals and receive personalized recommendations. Monitor account balances and transaction history. Receive alerts for unusual activity. Generate reports and export data securely.
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY INC
View accounts, track performance, pay premiums
View investment account performance and transactions. Review insurance policy details. Make premium payments for life, disability, and long-term care plans. Set up autopay to ensure timely payments. Access contact information for financial advisors.
Quicken Inc.
Track expenses, , and manage accounts
Connect and track financial accounts to monitor income, expenses, and spending. Set budgets, categorize transactions, and view spending trends. Manage bills, savings, and investments in one place. Export reports and sync data across devices.
Pelican State Credit Union
View accounts, loans, and cards anytime
View accounts, loans, and credit cards. Check balances and analyze transactions. Apply for loans and deposit checks via camera. Reset passwords for online and mobile access. Manage transactions and set up alerts. Sync with Apple Health.
Monarch Money, Inc.
Expenses, , and share financial goals
Manage finances by consolidating accounts into one view. spending, set budgets, and monitor progress. Collaborate with partners or financial advisors to plan and achieve financial goals. Receive alerts and notifications for account activity.
OneUnited Bank
Check balances, transfer funds, pay bills
Check balances, transfer funds, pay bills, and view cash back offers. Locate branches and ATMs, make deposits, and activate offers. Manage accounts and access transaction history.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.