Get real-time financial advice and track investments
AI chatbot provides real-time financial advice and answers questions. Track cryptocurrency portfolio and net worth on a dashboard. Set financial goals and receive personalized recommendations. Monitor spending and budget categories.
Showing 1–20 of 1,000 ranked alternatives.
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.
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.
Personal Capital Corporation
Track expenses, plan budgets, manage accounts
Manage all financial accounts in one place. View net worth, track investments, and plan for retirement. Set budgets, monitor spending, and receive personalized financial insights. Sync accounts and access real-time market data.
Ameriprise
Access accounts and track investments
Track accounts with real-time balance and transaction details. View portfolio performance and investment summaries. Communicate with advisors through in- messaging. Receive account alerts and activity notifications.
Webull Technologies Pte. Ltd.
Invest and manage your wealth
Deposit funds to earn bonus interest rates. Manage investments with cash management tools and IRA matching. Trade stocks, ETFs, and options with zero commissions. Access market insights and predictive tools for 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.
WEBULL PAY PTE. LTD.
Buy, , and track
Manage cryptocurrency portfolio with support for Bitcoin, Ethereum, USD Coin, Litecoin, Dogecoin, Shiba Inu, and other coins. Buy and using a brokerage account. Set price alerts for market updates. Track portfolio performance and manage trades.
Ally Financial Inc.
Manage bank accounts and payments
Manage vehicle payments with one-time options or Pay scheduling. View and manage multiple vehicles from a single dashboard. Receive free FICO® Score updates for financial monitoring. Save using smart savings tools like buckets and boosters.
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.
MILITARY COMMERCIAL JOINT STOCK BANK
Manage accounts, track expenses, set budgets
Check balances, track transactions, and manage accounts and assets within the MB Group. Transfer money 24/7 domestically and internationally. Set alerts and lock accounts remotely.
American United Life Insurance Co Inc
Manage accounts and access financial resources
Manage accounts with transaction history and activity tracking. Access financial wellness resources and tools. View balances and transaction details. Switch between English and Spanish language settings. Set up and manage account 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.
Range Finance, Inc.
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.
OKX MALTA LTD
Trade , track balances, secure funds
Monitor and manage digital assets with real-time market data and portfolio tracking. Trade , Ethereum, and other cryptocurrencies. Set up limit orders and stop-losses. Secure funds with two-factor authentication and cold storage.
CASH COPILOT FINANCE LLC
Get financial advice and track expenses
Get financial advice through AI chat. Set budget goals and track spending. Calculate loan terms and interest. View credit scores and repayment plans. Receive personalized recommendations for money management.
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.
ORMAN SUZE MEDIA INC
Ask questions, get financial advice, track
Access financial advice from on budgeting, investing, and debt. Ask questions directly to . Share experiences and support with other women. Track personal finance goals and receive actionable tips.
Morningstar, Inc.
Track investments, analyze portfolios, set goals
Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.