Plan, track, and adjust your finances
Plan retirement timelines by inputting current age, target retirement age, and plan duration. Model accounts with customizable savings and investment options. Adjust scenarios to see impact on retirement funds.
Showing 101–120 of 1,000 ranked alternatives.
Alerus Financial Corporation
Check balances and view investments
Access account information using existing login credentials. Check balances, view investment performance graphs, and review contributions. Receive alerts, monitor loan data, and see personal rates of return.
Workman Consulting LLC
Plan, track, and adjust goals
Plan for by inputting investment details, expected returns, and inflation rates. Calculate potential portfolio longevity and estimate inheritance. Set financial independence goals and track progress toward early .
National Financial Services LLC
Access real-time market data and trade securely
Access client portfolios, view market data, and manage trades. Track performance metrics, send secure messages, and schedule client meetings. Integrate with Wealthscape platform for secure brokerage operations.
Harjot Singh
Calculate retirement pay by rank and service
View current, past, and projected pay by rank and years of service. Calculate retirement pay estimates using 2024 pay charts. Select a year for calculations from 2020 to 2024. Input rank and service years to generate pay estimates.
Andre Leite Barbosa Costa
Simulate investments and track growth
Calculate investment returns using formulas. Input initial amount, monthly contributions, and time frame. Visualize growth with charts and graphs. Set financial goals and track progress over time.
MX TECHNOLOGIES, INC.
Track expenses, set budgets, view reports
View financial data from multiple accounts in one place. Track expenses, set budgets, and receive notifications for transactions. Create visual reports and customize alerts for spending patterns.
Rise Vest Technologies Limited
In assets and track your portfolio
In global, dollar, and naira denominated assets. Set financial goals and build a personalized portfolio. Track performance, adjust investments, and receive market insights. Manage accounts, view balances, and schedule recurring contributions.
Vestwell Holdings Inc.
Save securely, grow intelligently, track progress
Manage retirement, education, disability, and emergency savings goals. Set automatic contributions, track progress, and adjust contributions. Access account statements and view investment performance.
AMERICAN CENTURY COMPANIES, INC.
Track and manage accounts
Monitor investment portfolios with real-time market updates and news. View performance charts and historical data. Set custom alerts for price changes and market events. Manage mutual fund and retirement plan accounts.
Future Money Inc.
Shake to win cash prizes
Shake to Win allows users to earn entries by making contributions or completing actions. Users can check account balances, view investment performance, and set up recurring contributions.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.