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 61–80 of 1,000 ranked alternatives.
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.
CENTRAL FLORIDA POSTAL CREDIT UNION INC
Manage finances easily and securely anytime.
The app allows users to manage their finances, check balances, and pay bills from their phone. It provides convenient and secure access to financial management tools 24 hours a day.
Snowball Analytics
Track investments and manage portfolios
Track investment portfolios with consolidated brokerage accounts. Plan and monitor investments, manage dividends, and analyze performance. View dividend and coupon income via a calendar. Set and track financial goals. Sync data across devices.
Spartan Wealth Management Inc.
Manage finances, track expenses, plan budgets
View accounts, track expenses, and monitor investments in real time. Set financial goals and receive alerts. Schedule payments and access transaction history. Securely manage multiple accounts and view detailed reports.
Cooperative Teachers Credit Union Inc
Save, borrow, and manage your money
Manage savings and loans through a cooperative financial platform. View account balances, transfer funds between accounts, and apply for loans. Access member-exclusive features and track financial goals.
Parqet Fintech GmbH
Track assets, view performance, import data
Track financial assets and performance in real time. Import accounts from major banks and brokers. View detailed analytics and benchmark comparisons. Monitor cryptocurrency holdings and cash balances. Receive automated reports.
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.
Veradix Inc.
Track expenses, invest, build
Track income and expenses with categorized entries. Set financial goals and monitor progress. Schedule automatic savings and investments. Access educational content on building and budgeting. Sync with banking accounts for real-time updates.
DBS Bank Ltd
Invest, plan, and bank securely
Manage finances with investment tools, budgeting features, and payment tracking. Set reminders for bills and payments. Access account insights and use smart shortcuts for quick transactions. Monitor spending and plan expenses within the .
Rurash Financials Private Limited
Invest in, track, and manage finances
Manage investments, track expenses, and set financial goals. View portfolio performance and receive alerts. Schedule transactions and access account statements. Connect bank accounts and monitor savings progress.
Zimal Fariha
Track expenses, view balances, and analyze spending
Track income and expenses with categorized records. View monthly balances and expense rankings. Analyze recent transactions with pie charts, line charts, and bar charts. Monitor bills daily and review 7-day expense trends.
FREESTONE CAPITAL MANAGEMENT LLC
View finances, track expenses, secure documents, create
View financial overview with interactive dashboard. Generate dynamic reports on investments. Store and share documents securely with advisor. Manage budgets and track spending. Access account details and transaction history.
Everdays, Inc.
Plan your future with smart guidance
Plan for with tools to map a fulfilling lifestyle, design future healthcare needs, and organize end-of-life wishes. Track health metrics, set financial goals, and access resources for long-term stability.
Rhame & Gorrell Wealth Management, LLC
View financial data and manage budgets
View financial overview with interactive dashboard. Generate dynamic reports on investments. Store and share documents securely with advisors. Manage budgets and track spending. Set financial goals and monitor progress.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.