Build plans, connect accounts, track finances
Build a financial plan by answering lifestyle questions. Connect bank accounts via Plaid to receive a financial breakdown. Set goals to achieve financial freedom without professional advice.
Showing 1–20 of 1,000 ranked alternatives.
The Lampo Group Incorporated
Track expenses, set budgets, save money
Create custom budgets and track expenses. Set financial goals and manage transactions. Plan spending and monitor progress. Sync with financial accounts. Adjust budgets to find hidden savings.
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.
UBS AG
Manage accounts, track spending, set budgets
Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.
Finelo Limited
Learn, analyze, and trade markets
Learn strategies with AI-powered tools and expert tutorials. Analyze charts using AI to detect trends and key levels. Upload custom charts for instant analysis. Track market data and set alerts. Access educational content and practice scenarios.
Clearview Federal Credit Union
Check balances, transfer funds, pay bills.
The app allows users to check balances, transfer funds, and pay bills. Users can also find financial centers and ATMs.
NxtStop LLC
Track expenses, view habits, understand finances
Automatic Bank Sync securely connects accounts via Plaid for daily transaction updates. Monthly Spending Overview provides a clear total spending summary. Track spending habits and gain insights to make informed financial decisions.
Edward D. Jones & Co., L.P.
View accounts and track performance
View account holdings, performance, and activity. Connect external accounts to see balances. Track progress toward financial goals. Message and share documents with the team. Deposit checks and transfer funds. View and sign account-related documents.
Drahim App For Financial Technology LLC
Track expenses and connect bank accounts
Track expenses in real-time with automatic categorization of transactions. Consolidate bank accounts through Open Banking. Monitor spending patterns and set budgets. Receive alerts for unusual activity. Export financial data for analysis.
Hiatus Inc.
Track expenses, monitor accounts, save money
Consolidate accounts to track spending and . Identify financial habits through activity analysis. Set savings goals and receive budgeting recommendations. Export transaction data and set spending limits. Receive alerts for unusual account activity.
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.
Community First Credit Union
Manage finances, track expenses, set goals, monitor
Track spending and set financial goals with budgeting tools. Monitor credit score and view consolidated financial data from multiple accounts. Control card settings including activation, transaction limits, and travel alerts.
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.
Zogo, Inc.
Financial concepts and track money habits
About personal finance through bite-sized, interactive modules. Explore topics like budgeting, investing, and debt management. Track spending habits and set financial goals. Receive progress reports and access expert insights.
VerusInvestitio LLC
Track expenses and set budgets
Track expenses with smart categorization and customizable budgets. View spending insights and account balances. Set financial goals and receive alerts. Securely manage accounts without ads or data sharing.
Dort Financial Credit Union
Manage finances on the go easily.
The app allows users to check balances, view transaction history, transfer funds, and pay bills. Users can also find ATMs and offices, and activate cash back offers.
Roman Voglhuber
Calculate savings time based on income
Calculate the time needed to achieve financial freedom by inputting income, expenses, and savings. View charts and tables showing annual savings progress. Set or financial goal timelines based on provided data.
Bill Tracker Pro, Inc.
Track bills, income, and spending
Track bills, income, and expenses with custom budgets. Connect bank accounts via Plaid for automatic transaction syncing. View real-time spending power after upcoming bills. Set reminders and organize bills with widgets.
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