Apps Like 1st Line Future Planning for iPhone and iPad
Ranked alternatives
Showing 21–40 of 1,000 ranked alternatives.
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.
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.
1st CCU Anywhere
FIRST COMMUNITY CREDIT UNION (INC)
Check balances, view history, transfer funds, pay
Check account balances and view transaction history. Deposit checks via photo. Make transfers and pay bills. Set account alerts and manage security settings remotely.
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.
ZKE - Buy Crypto
fmine, inc
Trade digital assets with ZK technology
Trade cryptocurrencies and digital assets with real-time price data and order execution. View portfolio performance and transaction history. Set price alerts and manage account security with two-factor authentication.
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.
TrackMyStack Net Worth Tracker
Beeblesoft Ltd
Track net and update assets automatically
Track net with unlimited portfolios and assets. Manually update bank accounts, credit cards, and real estate. Automatically track stocks, ETFs, and crypto with real-time prices. Monitor dividends, cost basis, and unrealized gains or losses.
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.
Wallet Story - Expense Manager
WALLET STORY COMPANY LIMITED
Track income and expenses
Track income and expenses with unlimited transaction logging. Create main and subcategories for detailed financial reporting. Set budgets and monitor spending trends. Generate customizable reports and export data in multiple formats.
Bernstein Private Wealth
AllianceBernstein L.P.
Access account balances and transfer funds
Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.