Track net and generate reports
Track net and organize accounts by family member. Monitor wealth growth over time and generate professional reports. Project financial future and share updates securely. Add accounts and family members to create a personalized financial overview.
Showing 1–20 of 1,000 ranked alternatives.
Edelman Financial Engines, LLC
Track accounts and view progress
View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.
Empower Annuity Insurance Company of America
Track expenses, view balances, manage budgets
Track income and expenses across multiple accounts. Monitor net worth with real-time updates. Access professional investment advice. Set financial goals and receive personalized recommendations. Sync data from various financial institutions.
T. Rowe Price
Track, decide, and invest with confidence.
The app provides a consolidated view of T. Rowe Price and linked external accounts, showing balances, performance, and net worth.
Yahoo Inc.
Track , get alerts, and view real-time
Track portfolio performance and manage crypto assets with a portfolio tool. Follow , ETFs, or crypto for real-time quotes and personalized . Set alerts for market updates and investment insights.
Pelican State Credit Union
View accounts, loans, and cards anytime
View accounts, loans, and credit cards. Check balances and analyze transactions. Apply for loans and deposit checks via camera. Reset passwords for online and mobile access. Manage transactions and set up alerts. Sync with Apple Health.
Vystar Credit Union
Manage bills, transfer funds, and track transactions
Manage accounts by showing or hiding them and editing nicknames. Set up and manage bill pay and alerts. Transfer funds between accounts and financial institutions. Search and download transaction history.
Quicken Inc.
Track expenses, , and manage accounts
Connect and track financial accounts to monitor income, expenses, and spending. Set budgets, categorize transactions, and view spending trends. Manage bills, savings, and investments in one place. Export reports and sync data across devices.
Kango Studios LLC
Track balances, set budgets, manage savings
Track daily and monthly account balances across three categories: on-hand, operating cash, and net . Monitor financial progress without recording individual transactions.
Bettr Dayz s.r.o.
Track expenses, income, and net worth
Track expenses, income, and net worth. Organize bank accounts, cash, and financial goals in one place. Create custom budgets and set savings goals. View spending insights and receive alerts.
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY INC
View accounts, track performance, pay premiums
View investment account performance and transactions. Review insurance policy details. Make premium payments for life, disability, and long-term care plans. Set up autopay to ensure timely payments. Access contact information for financial advisors.
Goldman Sachs
Open accounts and manage balances
Manage savings with features like opening and funding accounts, checking balances, and scheduling transfers. View current rates and use growth calculators. No minimum deposit required for savings accounts. Accounts are FDIC-insured.
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.
Westlake Services, Llc
Make payments and manage accounts
Manage accounts with payment features, recurring payment setup, and payoff information access. View transaction history and account balances. Receive alerts and notifications for account activity.
Jake Cupani
Track net and manage categories
Track net by adding or removing categories. View visual breakdowns of asset and liability values. Monitor total net changes over time. Adjust categories as needed.
Monarch Money, Inc.
Expenses, , and share financial goals
Manage finances by consolidating accounts into one view. spending, set budgets, and monitor progress. Collaborate with partners or financial advisors to plan and achieve financial goals. Receive alerts and notifications for account activity.
Arizona Financial Credit Union
Track spending, deposit checks, manage budgets
Check account balances and view transaction history with check images. Transfer funds between accounts instantly or schedule transfers. Track spending and create budgets across multiple accounts. Deposit checks and become a member through the .
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.