Best apps like Compendia

10+ similar apps compared and reviewed

4.4 avg rating
10 free apps
Updated October 2026

Compendia is great, but it's not the only option. Explore 10+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to Compendia

Computershare Investor Center#1

Computershare Investor Center by Computershare, Inc.

Shareholding, secure & simple
Editor's Choice
๐Ÿ’ฐ Finance
4.6๐Ÿ˜Š(2K ratings)
Free
Computershare Investor Center screenshot 1
Computershare Investor Center screenshot 2
Computershare Investor Center screenshot 3

Manage your shareholdings conveniently on the go. Access your portfolio, download important documents, and track your investments securely. You can also manage holding details and buy or sell shares.

What We Love

  • ๐Ÿ‘ Smooth and user-friendly
  • ๐Ÿš€ Convenient mobile access
  • ๐Ÿ’ก Long-awaited mobile app
  • ๐Ÿ‘ Easy to use from the start
  • ๐Ÿ‘ Allows checking accounts on the fly

Room to Improve

  • ๐Ÿ› App doesn't work for some users
  • ๐Ÿ› Issues with 'jailbroken' detection
Stock Plan#2

Stock Plan by Morgan Stanley

Morgan Stanley at Work
Strong Contender
๐Ÿ’ฐ Finance
4.5๐Ÿ˜ž(7.7K ratings)
Free
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Manage your stock plan accounts on the go with this mobile application. View your balance, track vesting schedules, sell shares, and exercise options. Interactive visualizations provide key account information at a glance, with secure login options.

What We Love

  • ๐Ÿš€ Fast and easy to use
  • ๐Ÿ‘ Intuitive dashboard
  • ๐Ÿ”’ Secure login with Face ID

Room to Improve

  • ๐Ÿ› Frequent login issues
  • ๐Ÿ”„ Endless redirect loop between app and website
  • ๐Ÿค” Lack of basic functionality (e.g. sell to cover, exercise options)
  • ๐Ÿ“ž Poor customer service and support
Shareworks#3

Shareworks by Morgan Stanley

Morgan Stanley at Work
Worth Considering
๐Ÿ’ฐ Finance
4.7๐Ÿ˜ž(10K ratings)
Free
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Manage your equity plan on the go. View your portfolio, track events, and complete transactions like selling shares or exercising options. Securely access your financial data and manage your employee stock purchase plan.

What We Love

  • ๐Ÿš€ Clean and efficient
  • ๐Ÿ‘ Easy to use and navigate
  • ๐Ÿ’ก Useful features like tracking investments

Room to Improve

  • ๐Ÿ› Frequent crashes and bugs
  • ๐Ÿ”’ Authentication issues and lack of security features
  • ๐Ÿ‘Ž Poor user experience, especially on newer devices

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Manage your education savings plan account on the go. Securely access your 529 plan, track investments, and make contributions. Withdraw funds for education expenses starting July 2025.

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Manage your personal finances, accounts, and investments on the go. Deposit checks, transfer money, view documents, and connect with your financial advisor securely. Track spending, set alerts, and even lock your debit card if misplaced.

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Manage your health and benefit accounts with ease. Access balances, track transactions, make contributions, and file claims. Plan for the future with investment management and a contribution planner tool.

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