Apps Like High Knoll for iPhone and iPad
Ranked alternatives
Showing 101–120 of 1,000 ranked alternatives.
Rhame & Gorrell Wealth
Rhame & Gorrell Wealth Management, LLC
View financial data and manage budgets
View financial overview with interactive dashboard. Generate dynamic reports on investments. Store and share documents securely with advisors. Manage budgets and track spending. Set financial goals and monitor progress.
Mezzi Wealth
StockTalk, Inc.
Optimize portfolios and track investments
Track investment performance and analyze portfolio risk. Receive personalized financial insights and recommendations. Adjust portfolio allocations and minimize capital-gains taxes. Identify and reduce fund fees.
True Wealth Design
True Wealth Design, LLC
View financial data and manage budgets
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Access documents from financial advisors in a secure vault. Manage budgets and track spending. Set financial goals and receive alerts.
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.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.