Apps with 'Financial planner' feature

All apps in Apps with 'Financial planner' feature category. Use the filters below to narrow down your search. 
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  1. Zenkit icon
     209 likes

    Zenkit is a flexible, collaborative SaaS platform for project management and database building. Organize, track data and share tasks with team or build custom systems like a CRM or financial planner.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Mac
    • Windows
    • Linux
    • Online
    • Android
    • iPhone
    • Android Tablet
    • iPad
    • Snapcraft
    • Software as a Service (SaaS)
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    +14
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    118 alternatives
    4.7
    Excellent11 reviews
  2. Upmetrics icon
     2 likes

    Upmetrics is a cloud based business plan software, It simplifies a business planning process with tailored business plan templates, Modern business plan editor, accurate financial projector and business model canvas templates.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Mac
    • Windows
    • Linux
    • Online
    AI business plan builder
    Financial forecast
    400+ Sample business plans
    18 alternatives
  3. The Mercury Mail Transport System is a mail server that sends and receives messages on behalf of a group of users on a machine or local area network. Messages from the outside world are received by Mercury and delivered to the users, who can access it at any later point.

    Cost / License

    • Free Personal
    • Proprietary

    Application type

    Platforms

    • Windows
    21 alternatives
  4. Cuttles icon
     6 likes

    Cuttles is an online web app that helps entrepreneurs and startups turn their idea into profitable businesses. In Cuttles you can create your canvas, write your business plan, do budgets and forecasts and keep track of your runway.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    Cuttles website
    Canvas tool
    Business plan builder
    +2
    Budget tool
    22 alternatives
  5. vaultbox icon
     Like

    vaultbox provides a digital solution for financial and legacy planning. We strive to help you manage and protect everything that matters in one place. vaultbox also ensures that your data is secure and private, so private that even we do not have access to the data you have...

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Online
    • Android
    • iPhone
    • Software as a Service (SaaS)
    vaultbox screenshot 1
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    +1
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    1 alternatives
  6. Modeliks icon
     1 like

    Modeliks is a business planning and investor reporting software for startups and SMEs.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Online
    • Software as a Service (SaaS)
    Homepage
    Why people love Modeliks?
  7. Our team of best investment and financial planners with years of proven track records can help amplify your wealth. By leveraging their market insights and more, you can manage your wealth, investments, and retirement planning and secure your financial future, all from a single...

    Cost / License

    • Free
    • Proprietary

    Platforms

    • Android
    • iPhone
    Cube Wealth screenshot 1
    Cube Wealth screenshot 1
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  8. Fortunately is an automated financial planning app that gives families a clear, actionable roadmap that shows how much you need to save to hit their goals, what accounts you should be saving in, and how much to save in stocks, bonds, and cash.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Mac
    • Online
    • Android
    • iPhone
    • Android Tablet
    • iPad
    • Google Chrome
    • Safari
    We help young families achieve their dreams. Get continuous guidance on how to save and invest for your home, retirement, and college goals with Fortunately. Create an automated financial plan in less than 5 minutes.
    21 alternatives
  9. ProjectionLab captures the important details in life that other retirement calculators miss. You’ll find it easy and intuitive to build simple but rich financial plans that truly represent you, your loved ones, and the paths you choose.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    ProjectionLab screenshot 1
    ProjectionLab screenshot 1
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    +2
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    6 alternatives
  10. HappyWise is a firm that offers you personalised goal based financial plans that are disciplined, well researched & profitable. We are your go to contact for all wealth management needs to help you identify your real financial goals & invest.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Windows
    1 alternatives
  11. Khanis Prime Wealth offers the simple, free, and most convenient way of investing in the best mutual funds. It’s all just at your fingertips, No paperwork, No hassles, Invest in the best mutual funds using Khasnis Prime Wealth.

    Cost / License

    • Free
    • Proprietary

    Platforms

    • Android
    • iPad
    Khasnis Prime Wealth screenshot 1
    Khasnis Prime Wealth screenshot 1
    Khasnis Prime Wealth screenshot 2
    +2
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