Track accounts, investments, and goals
Track income, expenses, and net worth across all accounts. Set financial goals and monitor progress. Use AI to analyze spending patterns and suggest budget adjustments. Automate savings and investment contributions.
Showing 41–60 of 1,000 ranked alternatives.
Tomer Shalom
Track assets and liabilities
Track net worth by entering assets like real estate, bank accounts, and stocks, and liabilities such as loans and mortgages. Update portfolio regularly to monitor progress toward financial goals. View progress visuals and asset allocation charts.
Androscoggin Savings Bank
Manage accounts, transfer funds, track expenses
Check account balances and review transactions. Set alerts for account activity. Transfer funds internally or externally. Link external bank accounts. Manage budgets and track spending. Securely access financial tools on multiple devices.
YourOwn Inc.
Manage financial data in one secure
Manage financial identity by integrating data from banks, income sources, and investment accounts to track net worth and assets. Share financial data instantly for loans, rentals, or planning. Monitor cash and investments in one secure platform.
Bird Software LLC
Calculate and track your details
Calculate net income after federal, state, and local taxes, FICA contributions, retirement savings, and payroll deductions. Compare job offers, plan retirement, and optimize tax strategy. Break down pay for annual to weekly frequencies.
Axion Expert Services INC
Track investments and manage portfolios
Track unlimited stocks, cryptocurrencies, commodities, and real estate. Analyze market trends, set investment goals, and receive AI-driven recommendations. Monitor portfolio performance, adjust allocations, and set price alerts for assets.
8FIGURES Inc.
Track portfolios, analyze risks, invest wisely
Track portfolio performance with real-time P/L and benchmark comparisons. Analyze risks and receive asset-allocation recommendations. Link multiple accounts including banks, brokers, and crypto wallets.
StockTalk, Inc.
Optimize portfolios and track investments
Track investment performance and analyze portfolio risk. Receive personalized financial insights and recommendations. Adjust portfolio allocations and minimize capital-gains taxes. Identify and reduce fund fees.
ICICI PRUDENTIAL LIFE INSURANCE COMPANY LIMITED
Plan, manage, and review insurance policies
Manage and health insurance policies with policy tracking and renewal reminders. Calculate premiums using tax and pension calculators. View coverage details and submit claims directly. Access policy documents and contact support for assistance.
SGH Wealth Management, LLC
Monitor investments and financial data securely
Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.
Binary 1696 Pte. Ltd
Manage crypto, send money, track spending
Manage multiple currencies for global transactions. Send and receive funds instantly across borders. Monitor account balances and transaction history in real time. Set spending limits and receive alerts for suspicious activity.
Waldron Private Wealth
Manage assets, plan finances, invest wisely
Track investment portfolios, view account balances, and receive performance reports. Schedule and manage meetings with financial advisors. Access educational resources and update personal financial information securely.
Range Bank
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage spending habits with budgeting tools.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.