Top 15 CNote Alternative and Similar Softwares | May 2024

1. Vanguard

Long-term investing is now even easier. With this free app for iPhone®, the tools you need to securely manage your Vanguard accounts are at your fingertips.Now available– Create a watch list to monitor up to 30 funds, stocks, and ETFs on your device.– View the cost basis information for either...... TpSort Score | 2,560,000

2. Fidelity Investments

Fidelity Investments for iPhone gives you access to brokerage and workplace savings accounts*, with the ability to trade stocks, deposit checks, and get real-time quotes.The Fidelity app offers new functionality to ensure you can take advantage of your next trading opportunity wherever you are. Features include: • Multi-Leg options trading...... TpSort Score | 272,000

3. Capital One Mobile

Manage your Capital One® credit cards, Capital One 360?, and your Capital One® Bank accounts—securely and conveniently with our iPhone® app. View balances and recent activity, deposit checks, pay your bill(s) and schedule payments, move money, find branches/ATMs, and more. Simply use your existing Capital One Online Banking sign-in information...... TpSort Score | 34,900,000

4. State Farm Pocket Agent

Pocket Agent® gives mobile access to State Farm® insurance and financial information, and allows customers to manage their policies and accounts anytime, anywhere.Pocket Agent lets you: • View insurance policy info• View insurance card*• Contact your agent• Search for an agent near you• Submit an auto insurance claim• View claim...... TpSort Score | 396,000

5. Acorns

Acorns is an app, FREE to download, that invests your spare change from everyday transactions into your very own diversified portfolio. You can easily get started in minutes: anytime, anywhere.· Intelligent Investing ·A simple and intelligent automatic investment system not only helps you invest regularly but also optimizes your investment...... TpSort Score | 1,320,000

6. Goldman Sachs Private Wealth Management

The Goldman Sachs Private Wealth Management app offers private clients mobile access to their portfolio data information, market news and insights from across Goldman Sachs. The Private Wealth Management app offers you: - Convenient access to your portfolio information, including positions, asset allocation and recent transactions- Easy, secure communication with...... TpSort Score | 8,770,000

7. Shift Savings

How Shift works...1. Connect Your Bank Account - After signing up start by securely connecting your primary checking account with Shift. This allows us to round up daily transactions.2. Round Up Transactions - Shift securely tracks your daily transactions and rounds up each transaction to the nearest dollar.3. Weekly Transfer...... TpSort Score | 986,000

8. Simply Wall St

Simply Wall St is Pintrest/Xero for the stock market. We give everyday people the power to make their own investment decisions by meaningfully visualizing the stock market in a way that has never been done before....... TpSort Score | 2,600,000

9. Moneydance

Java-based money organizer very similar to Quicken. New version every year, minimal license fee gives you free upgrades for three years....... TpSort Score | 2,610,000

10. SoFi

Wealth management for $5 per month for each $100K.Free for SoFi borrowers. We’ll manage your first $10K for free. Then the management fee is just $5 per month for each $100K invested. Invest Your Money (in 5 minutes)Define Goals: We help you figure out goals and how much you can...... TpSort Score | 743,000

11. WealthBar

WealthBar makes online investing simple and easy. Our expert portfolio managers manage your investments for you using time-tested diversified portfolio strategies and at a cost that is a fraction of what expensive mutual funds and traditional financial advisors charge you. You will also work directly with your own personal financial...... TpSort Score | 239,000,000

12. Bankrate

We at Bankrate, Inc. have over three decades' experience in financial publishing. Bankrate was born in 1976 as "Bank Rate Monitor," a print publisher for the banking industry. The "Bank Rate Monitor" newsletter we originally distributed contained much of the same rate research and information we're known for and respected...... TpSort Score | 531,000

13. Tangerine

Ever since we first opened for business in 1997, we've had a relentless drive to create the most exceptional banking experience for you, our Clients. We're proud to be known as the bank that helps Canadians save their money, and as a leader in simple and innovative everyday banking. It's...... TpSort Score | 2,200,000

14. USAA Mobile

USAA mobile gives you immediate and secure account access from your mobile device....... TpSort Score | 87,800,000

15. Schwab

Manage your money and track the markets no matter where you are. Schwab’s mobile app makes it easy to monitor your accounts, trade, research investments, and follow today’s market news—whenever and wherever you want....... TpSort Score | 944,000