Apps Like SquareFin for iPhone and iPad
Ranked alternatives
Showing 201–220 of 1,000 ranked alternatives.
Marmo Financial Group
Marmo Financial Group, LLC.
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 document vault. Manage budgets and track spending.
Team Hewins, LLC
Team Hewins, LLC
Track expenses, budget, and secure documents
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a document vault. Manage budgets and track financial progress.
Bragg Client Portal
Bragg Financial Advisors, Inc.
Track expenses, budget, and secure documents
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely via a document vault. Access budgeting tools and additional financial features.
Cedar Point Capital Partners
Cedar Point Capital Partners, LLC
View financial data and reports
View financial data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from a wealth advisor. Manage budgets and track financial progress.
Tallie
Emburse, Inc.
Automate business expense report management processes.
The app automates business expense report management from purchase to reimbursement. It offers tools for policy compliance, internal control, and analytics, integrating with cloud-based accounting systems.
iInvestStock
Rick Ng Boo Hwa
Track investments, returns, and fees.
The app tracks investment portfolios, including stocks and ETFs, with auto-updates for current and past returns. It computes trading fees to report actual returns and allows users to set target prices for investments.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.