Retirely app icon

Apps Like Retirely for iPhone and iPad

by Retirely LLC★ 5.04 ratingsFinanceFreeData updated 2026-09-08
App detailsView in App Store

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Ranked alternatives

Showing 61–80 of 1,000 ranked alternatives.

  1. ClientWise eXchange™ app icon

    ClientWise eXchange™

    ClientWise LLC

    Connect with advisors and share insights

    Manage client communications and team collaboration. Schedule coaching sessions, share resources, and track progress. Access training materials and participate in discussion forums. Sync with calendar apps and receive notifications.

    ★ 5.06 ratingsBusinessFreeData updated 2026-09-06
    App details
  2. Franklin Savings Bank app icon

    Franklin Savings Bank

    Franklin Savings Bank

    View balances, track transactions, transfer funds, pay

    View account balances and recent transactions instantly. Transfer funds between accounts, pay bills, and deposit checks by photo. Locate branches or ATMs. Requires a password for secure access.

    ★ 4.81,226 ratingsFinanceFreeData updated 2026-09-08
    App details
  3. CLA Wealth Advisors app icon

    CLA Wealth Advisors

    CLIFTONLARSONALLEN LLP

    View portfolio details anytime

    View portfolio details, check asset allocations, and access interactive reports. Track financial goals and their achievement probabilities. Download documents and customize the interface for personalized financial insights.

    ★ 4.54 ratingsFinanceFreeData updated 2026-09-06
    App details
  1. Morningstar Investor app icon

    Morningstar Investor

    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.

    ★ 4.07,032 ratingsFinanceFreeData updated 2026-09-08
    App details
  2. Choice Wealth Advisors app icon

    Choice Wealth Advisors

    Choice Wealth Advisors, LLC

    View account info, check balances, contact advisor

    View account balances and transaction history. Send secure messages to . Access portfolio details and activity logs. Schedule consultations and receive alerts for account changes.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-16
    App details
  6. CPS Portal app icon

    CPS Portal

    CHAS. P. SMITH & ASSOCIATES, P.A., C.P.A.'S

    ★ 2.33 ratingsFinanceFreeData updated 2026-09-06
    App details
  15. The Lighthouse Group app icon

    The Lighthouse Group

    The Lighthouse Group

    Connect securely, share documents, sign agreements, schedule

    Connect with accountants via secure messaging and video calls. Share and sign documents remotely. Access financial data and view strategy updates. Collaborate on tax planning and business advisory services. Manage account access and notifications.

    ★ 5.02 ratingsBusinessFreeData updated 2026-09-06
    App details
  16. Magellan Network/Mastermind app icon

    Magellan Network/Mastermind

    INTERNATIONAL PERFORMANCE GROUP

    Access coaching videos and strategies

    Access coaching videos daily, attend weekly live sessions, and view exclusive content. Communicate directly with Coach Joe Lukacs. Track prospect to client conversion strategies and business habits.

    ★ 5.037 ratingsBusinessFreeData updated 2026-09-06
    App details

How we rank alternatives

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