Coppertree Financial Planning app icon

Apps Like Coppertree Financial Planning for iPhone and iPad

by Uptick Partners, LLC★ 5.01 ratingsFinanceFreeData updated 2026-09-06

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. Edward Jones app icon

    Edward Jones

    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.

    ★ 4.8139,128 ratingsFinanceFreeData updated 2026-09-08
  2. Ameriprise Financial app icon

    Ameriprise Financial

    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.

    ★ 4.936,692 ratingsFinanceFreeData updated 2026-09-08
  3. Addition Financial Mobile app icon

    Addition Financial Mobile

    Addition Financial Credit Union

    Check balances, make transfers, pay bills, deposit

    Check balances, transfer funds between accounts, make deposits, and pay bills. View transaction history and set up alerts. Access secure tools with encryption to protect user data.

    ★ 4.817,222 ratingsFinanceFreeData updated 2026-09-08
  1. Truist Mobile app icon

    Truist Mobile

    Truist Financial Corporation

    Check balances, make payments, and move money

    Check balances, view transactions, and manage accounts with detailed statements. Set alerts, order checks, and lock cards remotely. Transfer funds, pay bills, and set spending limits.

    ★ 4.81,114,749 ratingsFinanceFreeData updated 2026-10-24
  2. Yahoo Finance: Stocks, Markets app icon

    Yahoo Finance: Stocks, Markets

    Yahoo Inc.

    Track , get alerts, and view real-time

    Track portfolio performance and manage crypto assets with a portfolio tool. Follow , ETFs, or crypto for real-time quotes and personalized . Set alerts for market updates and investment insights.

    ★ 4.8625,609 ratingsFinanceFreeData updated 2026-09-08
  3. GM Financial app icon

    GM Financial

    General Motors Financial Company, Inc.

    Make payments, update info, track account

    Make payments or set up auto pay. View payment history. Manage multiple accounts. Access account information 24/7. Update personal information. Track vehicle account details. Receive notifications for account changes.

    ★ 4.851,320 ratingsFinanceFreeData updated 2026-09-16
  4. EFE app icon

    EFE

    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.

    ★ 4.67,564 ratingsFinanceFreeData updated 2026-09-11
  5. Fort Financial app icon

    Fort Financial

    Fort Financial Federal Credit Union

    Check balance, view info, make payments

    Manage accounts with a dashboard showing available funds, savings progress, upcoming payments, and deposits. Check balances, view account details, make and edit payments, and receive personal recommendations.

    ★ 4.82,406 ratingsFinanceFreeData updated 2026-09-11
  6. MyJanney app icon

    MyJanney

    Janney Montgomery Scott LLC

    ★ 4.06 ratingsFinanceFreeData updated 2026-09-10
  7. LBS Financial CU app icon

    LBS Financial CU

    LBS Financial Credit Union

    Deposit checks, view balances, transfer funds

    Check account balances and view transaction history. Deposit checks via mobile. Transfer funds between accounts and make loan payments. Pay bills and review recent payments. Locate branches and ATMs.

    ★ 4.915,333 ratingsFinanceFreeData updated 2026-09-15
  8. Vestiva app icon

    Vestiva

    BCP ADVISORS, LLC

    Manage investments and access financial tools

    Manage investments in U.S. dollars with access to various financial products. View portfolio performance, track expenses, and set investment goals. Receive guidance from financial advisors and monitor market trends in real time.

    ★ 4.714 ratingsFinanceFreeData updated 2026-09-12
  9. DFCU Mobile app icon

    DFCU Mobile

    DFCU Financial

    Check balances, transfer funds, pay bills

    Check account balances, deposit checks by photo, transfer funds between accounts, and pay bills. Find nearby branch locations and view transaction history. Set up alerts and manage account settings securely.

    ★ 4.67,365 ratingsFinanceFreeData updated 2026-09-08
  10. Prime Financial CU Mobile app icon

    Prime Financial CU Mobile

    Prime Financial Credit Union

    Secure banking in the hand.

    The app allows users to check balances, transfer funds, and deposit checks using their device's camera. Users can also create alerts, make loan payments, view transaction history, and send messages to support.

    ★ 4.92,199 ratingsFinanceFreeData updated 2026-10-26
  11. Tropical Financial CU app icon

    Tropical Financial CU

    Tropical Financial Credit Union

    Send money, track expenses, manage accounts

    Manage finances with bill payments, loan management, and savings goal tracking. Deposit checks, transfer funds, and monitor account balances. Lock and unlock accounts remotely. Set up alerts for transactions and account activity.

    ★ 4.85,251 ratingsFinanceFreeData updated 2026-09-08

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.