Apps Like High Knoll for iPhone and iPad
Ranked alternatives
Showing 161–180 of 1,000 ranked alternatives.
SSWP Client Access
SageSpring Wealth Partners, LLC
View portfolio, download reports, connect with advisor
View financial portfolio details, download performance reports, and connect with an advisor. Track account balances, investment summaries, and receive real-time market updates. Send secure messages and schedule consultations.
BestTracker - 百事AA记账
Beijing BaiShiChuangYi Technology Co., Ltd.
Share ledgers, split expenses, track money
Create and share multiple ledgers with others for collaborative financial management. Split expenses and revenue among trips, housemates, friends, or business partners using equal sharing, proportion, shares, or exact amounts.
Cresta Advisors
Cresta Advisors, LTD.
View finances, track expenses, secure documents, create
View financial data through an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely with a document vault. Manage budgets and track spending.
West Financial Services, Inc.
West Financial Services, Inc.
View data and manage budgets
View data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a vault. Access budgeting tools and additional features.
OJM Group
OJM Group LLC
View finances, track expenses, secure documents, create
View financial data through an interactive dashboard. Access dynamic reports with current investment details. Securely view documents from financial advisors. Manage budgets and track spending. Set up alerts for financial activities.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.