Apps Like Personal CFO for iPhone and iPad
Personal CFO screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Schwab Mobile
The Charles Schwab Corporation
Invest, trade, and track portfolios
Manage investments by buying and selling stocks, options, ETFs, and mutual funds. Track portfolio performance and view account balances. Deposit checks via and transfer funds between accounts.
Emburse Professional
Emburse, Inc.
Capture receipts, extract data, categorize expenses
Capture receipts with smartphone camera. AI extracts data and fills out expense entries. Categorize and submit reports directly from the . Approve expenses on-the-go. Replace paper receipts with digital tracking.
T. Rowe Price Personal®
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.
WaFd Bank
WaFd Bank
Manage accounts, track spending, send money
Manage finances by connecting multiple accounts for consolidated access. View transaction history, set spending limits, and receive real-time alerts. Categorize transactions automatically for organized spending tracking.
Snowball Analytics
Snowball Analytics
Track investments and manage portfolios
Track investment portfolios with consolidated brokerage accounts. Plan and monitor investments, manage dividends, and analyze performance. View dividend and coupon income via a calendar. Set and track financial goals. Sync data across devices.
OCTO by CIMB Niaga
Bank CIMB Niaga Tbk
Manage accounts, view transactions, transfer funds
Check balances, transfer funds, and pay bills. View financial summaries and cash flow details. Access features without logging in. Browse banking options with a simplified interface.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.