Apps Like Compendia for iPhone and iPad
Compendia screenshots
Ranked alternatives
Showing 61–80 of 1,000 ranked alternatives.
Associated Retirement Online
Schwab Retirement Technologies Inc.
Enroll, forecast, monitor, save
Enroll in plans quickly. View income forecasts. Track account balance and investment performance. Adjust paycheck contributions. Choose and rebalance investments. Upload documents via secure photo submission. Access financial learning resources.
FinDarts
FINDARTS FINSERV PRIVATE LIMITED
Track assets and download reports
Manage and monitor financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access complete portfolio reports, view historical performance, and download transaction statements. Log in with Google email.
Mintbox Advisory
MINTBOX ADVISORY LLP
Track assets and view portfolio reports
Manage financial portfolio with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company in India.
Devashish
DEVASHISH SECURITIES PRIVATE LIMITED
Track assets and manage your portfolio
Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, track historical performance, and generate transaction statements.
Banconus
BANCONUS FINSERV PRIVATE LIMITED
Manage mutual funds, equity shares, bonds,
Track investment performance with historical data and portfolio reports. View transaction statements for any period. Download one-click account statements for Indian asset management companies.
Retirement Advisor
Eric Chang
Plan, save, retire early
Plan for with detailed financial analysis and goal tracking. Set savings targets, monitor progress, and adjust strategies. Calculate timelines and simulate different scenarios. Track expenses and income.
Sajag
Excel Net Solutions Private Limited
Track portfolio, view reports, manage assets
Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for specific assets. Log in using Google email.
Finomatic
FINOMATIC FINTECH SERVICES PRIVATE LIMITED
Track assets and manage your portfolio
Manage and monitor your financial portfolio with real-time updates on mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance.
CRVJ Investment Services
Excel Net Solutions Private Limited
Track assets and manage investments
Manage financial investments with access to mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View complete portfolio reports, historical performance, and transaction statements. Download data and log in via Google email.
Wealthcube Endeavours
Excel Net Solutions Private Limited
Track assets and manage investments
Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, download portfolio reports, and access transaction statements. Log in via Google email.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.