Apps Like SquareFin for iPhone and iPad
Ranked alternatives
Showing 101–120 of 1,000 ranked alternatives.
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.
Domain Money
Domain Money Inc.
Plan with expert financial advice
Create custom financial plans tailored to individual needs. Schedule consultations with certified financial planners. Receive unbiased advice for different life stages. Set financial goals and track progress over time.
Victory Wealth Management LLC
Victory Wealth Management, LLC
Access accounts, track market data, contact advisor
Access financial accounts and view market or portfolio activity in real time. Contact advisors directly. Monitor investment performance and track transaction history. Receive alerts for account changes and market updates.
Willow Financial
Willow Financial LLC
View portfolio, upload files, communicate with advisor
View investment portfolios and account balances. Upload documents for review. Communicate with advisors via messaging. Access account statements and transaction history. Request portfolio adjustments and file tax documents securely.
iTreasurer
Rick Ng Boo Hwa
Track income and expenses in life.
The app tracks income and expenses across various life areas, including business, travel, and daily expenditures. It supports over 160 currencies and allows for expense tracking by cash or credit, with customizable categories and statistics.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.