Browse / Sharing / Adviser access

Apps with adviser access

8 of 55 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 price8 results

An account-aggregating dashboard for net worth, budgeting, retirement and portfolio planning

YodleeFree tier

FreeiOS 4.8 (410,445) 35 of 71 recorded

Quicken and Simplifi import with zero-based budgeting, bank sync via three aggregators, and shared household access.

PlaidYodleeMX

$19.99/yriOS 4.2 (104) 31 of 71 recorded

Quicken's cloud budgeting app: cash flow, investments and net worth in one place

$47.88/yriOS 4.5 (11,690) 36 of 71 recorded

A portfolio and account aggregator bringing institutions and crypto exchanges into one dashboard

PlaidYodleeVezgo

$50/yriOS 4.0 (22) 38 of 71 recorded

A finance tracker built from blocks, with linked bank accounts, AI categorization and multiple profiles

PlaidMoneyKitFree tier

$60/yr 37 of 71 recorded

AI budgeting that automates savings and debt-repayment transfers between connected banks

MXFree tier

$79.99/yriOS 4.4 (738) 36 of 71 recorded

Multi-currency wealth tracker for investments, crypto, property and debt, with net worth and performance analytics.

PlaidVezgo

$89/yriOS 4.6 (26) 22 of 71 recorded

Budgeting, net worth and planning in one app, shared with a partner or advisor

PlaidMXFinicity

$99.99/yriOS 4.9 (108,833) 37 of 71 recorded

Every filter on the directory that matches 3 or more listings is a page like this one; the rest are two clicks away with the sidebar.