Track assets, analyze finances, plan legacies
Organize assets with a smart dashboard. Analyze finances using interactive charts. Search for financial insights via natural language. Manage family legacy with a tree-building tool. Securely track and plan financial goals.
Showing 1–20 of 1,000 ranked alternatives.
NOHO FINANCIAL, INC.
Manage finances with AI-driven insights
Manage finances with AI-driven insights and personalized recommendations. Set financial goals, track spending, and receive investment strategies. Schedule consultations, review performance reports, and adjust portfolios remotely.
Desert Financial Credit Union
Connect to finances anytime, anywhere.
The app provides 24/7 access to financial information. Users can view an account dashboard, pay individuals, and manage bills.
Texas Trust Credit Union
Manage finances with fingertip access.
The app provides access to financial management tools, including fund transfers, loan payments, and external bank transfers. It features secure messaging, mobile check deposit, and card management within an updated interface.
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.
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.
Nunchuk Inc
Manage with multisig security
Manage with multisig wallets supporting 2-of-3 and 3-of-5 vaults. Store and send transactions securely without KYC. Access private keys through encrypted backups and hardware integration. Set up shared access for multiple users.
Cedar Point Capital Partners, LLC
View financial data and reports
View financial data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from a wealth advisor. Manage budgets and track financial progress.
Extraco Banks
Manage finances, swap cards, control debit
Manage finances with card swap to update debit numbers across services. Control debit card access and set travel alerts. Use budgeting tools and link external accounts for comprehensive financial tracking.
City Holding Company
Manage finances with customizable dashboard
Manage finances with a customizable dashboard to organize transfers, deposits, and card management. Add notes to transactions or attach receipt photos. View account balances and payment history. Set up alerts for account activity.
United Overseas Bank Limited Co.
Save, track, and manage finances
Manage finances with personalised insights, alerts, and spending recommendations. Track and grow savings, convert currencies, and access competitive rates for investments and online purchases. Earn rewards for banking activities.
U-Nest Holdings LLC
Save money, build savings, earn rewards
Manage custodial accounts for children with bi-weekly or monthly contributions. Earn money from partnered brands while shopping. Monitor and adjust investments through smart tools. Track financial activities and set up automated savings plans.
Synium Software GmbH
Track income and expenses
Track income and expenses with automatic category assignment and budgeting. View charts and analytics for spending patterns and income sources. Set tags for transactions and monitor financial goals.
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.
True Potential LLP
Access finances on the go.
The app provides access to finances on-the-go. Users can view investments, track performance, and add to investments from £1.
奎 郑
Record expenses, track budgets, plan finances
Record personal and business financial transactions. Generate spending reports. Review daily, weekly, and monthly financial data. Manage assets with a spending tracker and planner. Set financial goals and monitor progress.
ISLAMIC INTERNATIONAL ARAB BANK
Manage accounts, view balances, track transactions
Manage multiple accounts with a centralized dashboard. Track transactions and access balances in real time. Monitor spending and income through interactive charts. Set financial goals and receive budgeting insights.
Solid Point Wealth Advisors, LLC
View financial data and manage budgets
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Access and view secure documents from a advisor. Manage budgets and track spending.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.