Apps Like Cardinal Point for iPhone and iPad
Ranked alternatives
Showing 81–100 of 1,000 ranked alternatives.


DK Young Mobile
David K. Young Consulting, LLC
Manage health accounts and benefits
Manage healthcare accounts with balance and transaction views. Fund HSAs from checking or savings. Receive and view email alerts. Contact administrators via email or phone. Access account details and recent activity.


ICE mobile
IntercontinentalExchange, Inc
Manage trades, view data, and track market
Manage trades and access real-time market data. Monitor account balances and transaction history. Execute orders and view position details. Receive alerts and notifications for market changes. Sync with ICE Connect for secure trading.

Take Profit – Smart AI Trading
Almaz Kamaletdinov
Analyze charts and receive insights
Analyze financial charts with technical indicators and AI-driven signals. Identify entry and exit points using machine learning models. View real-time market data and historical trends. Save time with automated insights and customizable alerts.



EquityZen
Equityzen, Inc.
Invest in or sell pre-IPO shares
Invest in or sell shares of Pre-IPO companies. View investment opportunities, research company profiles, and manage portfolio holdings. Set up alerts for new offerings and track investment performance over time.



Living Balance Sheet®
The Guardian Life Insurance Company of America
View sheet, track goals, access documents, connect
View personal sheet and track financial goals. Manage tasks and access secure document vault. Connect with financial professional. Set priorities and monitor progress.

BlackRock Institutional
BlackRock Financial Management, Inc.
Access portfolios, track investments, stay informed
Access investment portfolios and monitor performance in real time. View multimedia content from experts including strategists, portfolio managers, and public policy analysts.


Innovation Markets
Innovation Markets Ltd
Track trades and analyze market data
Access real-time trades and market insights through dedicated Forex and Crypto channels. Receive weekly analysis with Crypto Weekly Outlook and Forex Blueprint updates every Monday.

myFlexSpend
OneSource Virtual, Inc.
View accounts, track transactions, submit claims
View account balances and transaction history. Submit reimbursement claims with supporting documents. Fund HSA accounts from linked bank accounts. Receive and review email alerts. Contact administrators via email or phone.


Running Point Capital
Running Point Capital Advisors, LLC
Access portfolio and financial data securely
Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.

Portfolio X - Stock Tracker
Popa Alexandru
Track stocks, crypto, and dividends
Track stocks, cryptocurrencies, and dividends with real-time data and market insights. View performance, set price alerts, and receive financial news. Manage multiple assets and analyze historical trends.

Envision Benefit Debit Card
Envision Healthcare, Inc.
Manage healthcare benefits and accounts
Manage healthcare accounts with real-time balance checks and transaction history. View email alerts and contact administrators via email or phone. Access account details using the same username and password as the desktop version.

How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.