Apps Like Carr Mitchell Legacy Planning for iPhone and iPad
Ranked alternatives
Showing 81–100 of 1,000 ranked alternatives.
Rickey Advisors
Leonard Rickey Investment Advisors, PLLC
Track investments and financial plan goals.
The app allows users to track investments, access reports, and stay updated on financial plans and goals. Users can view portfolio holdings, account performance, and link outside accounts for a total financial picture.
SaveOr: Home Inventory App
SaveOr Inc.
Organize and secure your possessions
Create a digital of possessions by adding items via photos, videos, voice notes, and documents. Organize items into rooms or categories. Assign recipients and track transfers. Collaborate with others to manage transitions and estate planning.
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors LLC
View financial data and manage your portfolio
View financial dashboard for comprehensive overview. Access interactive portfolio reports with real-time investment data. Securely view documents from team. Use budgeting tools to manage expenses.
Clear1
CFS INSURANCE & TECHNOLOGY SERVICES LLC
Access investments and manage accounts
Access account balances at account, client, or household level. Use multi-factor authentication and biometrics for secure access. Contact financial professionals via phone or email. View Total Assets chart with contributions and withdrawals.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.