An account-aggregating dashboard for net worth, budgeting, retirement and portfolio planning
YodleeFree tier
Browse / Sharing / Adviser access
Apps with adviser access
12 of 92 apps, sorted by price. One filter from the directory, as a page: the same records, the same rule that Unknown is never No.
Sharing: Adviser accessSorted by price12 results
A shared family dashboard to track assets, liabilities, budgets and renewals across household members, with real-time bank sync.
Free tier
Quicken and Simplifi import with zero-based budgeting, bank sync via three aggregators, and shared household access.
PlaidYodleeMX
Quicken's cloud budgeting app: cash flow, investments and net worth in one place
A portfolio and account aggregator bringing institutions and crypto exchanges into one dashboard
PlaidYodleeVezgo
Budgeting and financial planning with all accounts on one dashboard, with no ads or data sales
PlaidFree tier
A finance tracker built from blocks, with linked bank accounts, AI categorization and multiple profiles
PlaidMoneyKitFree tier
AI budgeting that automates savings and debt-repayment transfers between connected banks
MXFree tier
Your Money, Nobody's Business
Multi-currency wealth tracker for investments, crypto, property and debt, with net worth and performance analytics.
PlaidVezgo
Free daily credit scores and reports, plus budgeting, net worth and identity protection; a paid tier adds automatic bank sync.
Free tier
Budgeting, net worth and planning in one app, shared with a partner or advisor
PlaidMXFinicity
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