Best Asseta AI alternatives: apps like Asseta AI

0.0(0 ratings)

Free

Hazeltree Approver by Hazeltree Fund Services Inc.

Hazeltree Fund Services Inc

Strong Contender

0.0(0 ratings)

Free

Georgetown Alumni & Student CU by Georgetown University Alumni and Student Federal Credit Union

GUASFCU

Worth Considering

4.5(139 ratings)

Free

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This app provides financial services for the Georgetown University community. It offers a variety of banking and loan options, aiming to serve students and alumni throughout their academic and professional lives.

More apps like Asseta AI

Monaeo

by Monaeo LLC

Automated travel loggingTrack days in different locationsManage tax exposures

This app automatically tracks your travel days across different locations to help manage tax compliance and defend against audits. It securely logs your trips, providing data for statutory residency, payroll withholding, and more.

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ConnectOne Bank Business App

by ConnectOne Bancorp, Inc

Check account balancesView recent transactionsTransfer funds between accounts

Manage your business finances on the go with this mobile banking application. Check balances, review recent transactions, transfer funds between accounts, and pay bills directly from your device. It's designed for existing online business banking customers.

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Range Finance, Inc.

by Range Finance, Inc.

All-in-one financial dashboardAI-driven financial strategy optimizationPersonalized tax strategies

Consolidate your financial life into a single platform. This app uses AI to analyze your investments, budget, and goals, providing personalized strategies for wealth optimization and tax efficiency.

(49)

subscription

Trustworthy - The Family OS®

Secure your family documents

Centralized family information hubSecure document storageFamily collaboration and sharing

This app provides a secure, centralized platform to organize and protect all your important family information, from financial and legal documents to passwords and IDs. It facilitates collaboration among family members and offers expert assistance for digital organization.

(120)

subscription

Wealth management platform

Addepar

Real-time portfolio dataNet worth trackingPerformance analysis

Access the latest portfolio data for net worth, performance, and asset allocation. Clients and advisors can explore holdings by asset class and review significant transactions for a clearer financial overview.

(60)

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Fruitful: Finances figured out

Talk, Track, Invest, & Save

1-to-1 financial guidanceSchedule video sessionsChat with financial guide

Access personalized financial guidance from a CFP® professional and manage your banking products. Schedule video sessions, chat with your financial guide, and engage with investment and savings tools. Requires membership signup at fruitful.com.

(38)

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