Apps Like Carr Mitchell Legacy Planning for iPhone and iPad
Ranked alternatives
Showing 21–40 of 1,000 ranked alternatives.
Wealthscape℠
National Financial Services LLC
Access real-time market data and trade securely
Access client portfolios, view market data, and manage trades. Track performance metrics, send secure messages, and schedule client meetings. Integrate with Wealthscape platform for secure brokerage operations.
Baird Online
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.
S&P Capital IQ Pro
S&P Global Market Intelligence LLC
Access real-time data and market news
Access company financials, market data, and news. View filings and key metrics. Search for stocks and analyze financial reports. Set alerts for market changes. Sync with desktop for comprehensive data access.
Pennyworth Expense Tracker App
Jack Xuan
Track expenses, set goals, manage budgets
Track expenses, create budgets, and set financial goals. View spending reports and charts. Monitor progress toward savings targets. Manage multiple accounts and categorize transactions. Receive alerts for budget limits. Sync data across devices.
Legacy Bank Mobile
Legacy Bank KS
Check balances and transfer funds
Check account balances and search transactions by date, amount, or check number. Transfer funds between accounts. Make and view payments. Deposit checks via camera. Locate nearby branches and ATMs.
Everdays: Retirement Planning
Everdays, Inc.
Plan your future with smart guidance
Plan for with tools to map a fulfilling lifestyle, design future healthcare needs, and organize end-of-life wishes. Track health metrics, set financial goals, and access resources for long-term stability.
Legacy Bank
Legacy Bank
Access accounts, track transactions, deposit checks, transfer
Access account balances and transaction history in real time. Deposit checks by photo, transfer funds between accounts, and pay bills or loans. Manage cards, track spending, and view statements. Stop payments and contact support via message or call.
getquin - Portfolio Tracker
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.
Client Access
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
MoneyTrack: Expense Tracker
昱春 唐
Track expenses, categorize, and view reports
Track expenses with categorized entries and custom tags. View monthly summaries and spending trends. Set budgets and receive alerts for overspending. Export data in CSV format and sync across devices.
小青账记账-存钱记账本理财购物清单
YouQian
Pay bills without ads
Manage financial assets by linking bank cards, Alipay, WeChat, and cash wallets. Track liabilities and net assets with detailed statistics. Organize expenses using two-level classifications and custom icons.
Great Eastern Singapore
The Great Eastern Life Assurance Company Limited
Access policies and update details securely
Access insurance and investment policies securely with biometric login. Update personal details instantly. View coverage summaries and policy values. Manage payments and update payment methods.
Compound Planning
Compound Financial, Inc
Track net worth and manage assets
Track net worth, investments, real estate, and liabilities in real time. Organize financial data into a centralized dashboard. Securely store and tag tax, financial, and estate documents. Automatically update financial information.
TORY Inventory Capital Tracker
Tory, LLC
Catalog, curate, and share your possessions
Organize and track personal belongings with detailed categorization and tagging. Create lists, add notes and photos. Generate reports and set reminders for maintenance or appraisal. Sync across devices and share with trusted contacts.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.