Apps Like ISA Assistant for iPhone and iPad
Ranked alternatives
Showing 121–140 of 1,000 ranked alternatives.


Stop Impulse Buying | Budget
Britney Shawstad
Track expenses and set spending limits
Track no-spend days with a calendar view. Set and monitor spending limits. Receive notifications for purchase attempts. Log expenses and analyze spending patterns. Sync data across devices. Set reminders for goals.

IBKR InvestMentor
Interactive Academy LLC
Learn investing with quick lessons
Learn investment concepts through short, simplified lessons. Access bite-sized content anytime. Avoid financial jargon with clear explanations. Track progress and revisit topics as needed. Complete lessons to earn certificates.

MyInvestar
First Ally Capital Limited
Invest, save, and track your money
Track and manage investment portfolios with real-time market data. Set savings goals and automate contributions. View performance charts and historical data. Receive alerts for market changes and portfolio updates.



PensionBee: Combine 401(k)s
PensionBee Ltd
Roll over pensions and manage IRAs
Manage retirement savings by consolidating and IRAs into a single IRA. Choose between Traditional, Roth, or SEP IRA accounts. Track investments, view portfolio performance, and pay annual fees based on portfolio size.




Associated Retirement Online
Schwab Retirement Technologies Inc.
Enroll, forecast, monitor, save
Enroll in plans quickly. View income forecasts. Track account balance and investment performance. Adjust paycheck contributions. Choose and rebalance investments. Upload documents via secure photo submission. Access financial learning resources.




RUUT
Sherpa Brokers LLC
Invest in companies and portfolios
Create personalized investment portfolios based on investor profile. Invest in top U.S. companies and ETFs with a minimum of one dollar. View account balances and transaction history. Set investment goals and track progress.


How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.