Apps Like Validd for iPhone and iPad
Ranked alternatives
Showing 221–240 of 1,000 ranked alternatives.
Marmo Financial Group
Marmo Financial Group, LLC.
View data and manage budgets
View data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a document vault. Manage budgets and track spending.
Team Hewins, LLC
Team Hewins, LLC
Track expenses, budget, and secure documents
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a document vault. Manage budgets and track financial progress.
Bragg Client Portal
Bragg Financial Advisors, Inc.
Track expenses, budget, and secure documents
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely via a document vault. Access budgeting tools and additional financial features.
Cedar Point Capital Partners
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.
Primerica Shareholder Services
The Bank of New York Mellon Corporation
View balances, complete transactions, track history
View current and historical account balances. Complete transactions and access transaction history online. Manage mutual fund investments. Set financial goals and track progress. Receive investment recommendations tailored to individual needs.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.