Best apps like My Planner - Finance Solved

10+ similar apps compared and reviewed

3.4 avg rating
10 free apps
Updated July 2026
My Planner - Finance Solved
My Planner - Finance Solved
FUTUREWISE TECHNOLOGIES PRIVATE LIMITED

My Planner 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 My Planner

MFD STAR MF Mobility#2

MFD STAR MF Mobility by BSE Ltd

Strong Contender
💰 Finance
5.0(1 ratings)
Free
MFD STAR MF Mobility screenshot 1
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This platform enables distributors to conduct mutual fund transactions online. It offers a digital solution for client onboarding, mandate registration, and various transaction types. The app provides a business dashboard for distributors to manage their operations.

More apps like My Planner

4
IRIS by Kfintech
IRIS by Kfintech
IRIS by Kfintech
by KFIN TECHNOLOGIES LIMITED
Free
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5
SBI MF Partner
SBI MF Partner
SBI MF Partner
by SBI Funds Management Limited
Free

This application streamlines mutual fund distribution for financial advisors. It allows for client account management, transaction processing, business planning, and team coordination, all without paperwork.

Online empanelmentBulk transaction processingEdit SIP functionality
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6
OFA Client
OFA Client
OFA Client
by FFREEDOM INTERMEDIARY INFRASTRUCTURE PRIVATE LIMITED
Free

This app allows mutual fund investors to monitor their portfolios, view transaction details, and track upcoming SIPs. It provides a dashboard for mutual funds and SIPs, with options for asset-wise and applicant-wise portfolio views. The app also offers online transaction capabilities and NAV tracking for schemes.

Mutual Fund dashboardAsset-wise portfolio viewApplicant-wise portfolio view
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7
My-Wealth
My-Wealth
My-Wealth
by Fintso
Free

This app provides comprehensive investment and financial planning tools. Manage your entire portfolio, track various asset types, and plan for future goals with personalized tools and alerts.

Seamless investment transactionsComprehensive portfolio viewInvestment tracking via eCAS upload
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8
Fundexpert
Fundexpert
Fundexpert
Investment Management
Free

Effortlessly manage your investments with a paperless platform. Get expert fund suggestions based on performance and risk, and track your portfolio's health. Plan for financial goals and manage family accounts all in one place.

Paperless investment processExpert fund suggestionsFlexible investment baskets
💰 Finance
(3)
free
9
goMF by MF Utilities
goMF by MF Utilities
goMF by MF Utilities
by MF UTILITIES INDIA PRIVATE LIMITED
Free

Facilitates seamless mutual fund transactions for distributors and investors in India. Initiate purchases, redemptions, and various systematic investment plans on the go. Requires login credentials and a Common Account Number (CAN) for investors.

Initiate purchases and redemptionsManage systematic investmentsTrack submitted orders
💰 Finance
(3)
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10
KFinKart-Distributors
KFinKart-Distributors
KFinKart-Distributors
by KFIN TECHNOLOGIES LIMITED
Free

Manage mutual fund transactions and customer portfolios on the go. This app streamlines financial advisory services by allowing instant customer detail entry, document bundling, and transaction initiation. Track earnings, generate reports, and access support for a more productive advisory experience.

Initiate mutual fund transactionsAuto-fill customer details using PANBundle documents and invest instantly
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(0)
free