FutureAdvisor
FutureAdvisor is an online Robo-advisor that provides finance and investment management information based on a set of mathematical rules or algorithms. The site produces a projected portfolio by taking input from users. The generated portfolio contains values like a user’s age, risk tolerance, anticipated retirement age, and retirement savings. With FutureAdvisor, you can access the account types that include Trust accounts, joint taxable accounts, traditional IRA accounts, high-interest saving accounts, and Roth IRA accounts. FutureAdvisor charges a 0.50% management fee and requires you to submit a larger sum as an initial deposit.
FutureAdvisor is an ideal tool for older investors with higher asset levels who actively seek financial consultants’ advice. It also suits the needs of single investors and associates who aren’t interested in opening joint accounts. Investors holding funds at TD Ameritrade and Fidelity will also find this site greatly helpful. The site also covers 529 college saving plans, make it an excellent prospect for parents on the lookout to conserve money for future college needs.
FutureAdvisor Alternatives
#1 Expense Manager Pro
Expense Manager Pro is a leading finance application developed in the market by Bishinews Inc. available on Android and iOS platforms. It is an ad-free pro version that introduces lots of new features and services to deliver a complete experience. The pro version is specially made for professionals who want to manage their complete finance system, including expense tracking, budget and bill organizing, search, reports, and convenient tools, etc.
Expense Manager Pro application offers the auto backup system on Dropbox, SD card, and Google Drive. It also provides automatic sync between devices via Dropbox. Another great thing about this application is that it offers a customization option that allows you to customize background color, date format easily, and elegantly create categories, payment methods, tags, and reports. Just like the other apps, Expense Manager Pro also includes core features that make it better than others.
#2 Quicken
Quicken is a multipurpose personal finance management program that is used for meeting the requirements of personal financial management life. By using this program, the users can control the basic requirements of financial issues like money management, budgeting, income and expense management, and many more.
Quicken app is available on both Mac OS X and Windows Operating Systems. By using this personal finance management program, the users of both operating systems can get full command and control over each of their financial transactions. Quicken app provides complete financial solutions, bank-level security, see and track all of their bills, and other financial transactions in one place.
The app can be accessed from anywhere by sync it with the online account management system of Quicken. When it comes to reliability and accuracy, then Quicken provides the users with state of the art bank level of security and accuracy.
#3 You Need A Budget
You Need A Budget is a personal home budget management application that allows you to get things done in a way like never before. YNAB is an exceptional tool for you if you are worried about maintaining your budgets or unable to follow your budget.
You Need A Budget is a fine budget management tool that helps you maintain your budget from income and expenses to paying off debt and saving more money. Based on the simple accounting principles, YNAB lets its users quickly and efficiently control their money, debt credit limit and meet the financial goals.
YNAB app provides full control to the user over its financial transactions from paying off debt, wasting money to breaking paycheck to paycheck cycle, and much more. By following a few basic rules, everyone can maintain a good home budget and stick to that. YNAB is available for PC, Android, and iOS and helps everyone gain control of the financials.
#4 Fokas Beyond
Fokas Beyond is a Stock market investment application that helps you wisely invest and save your money. It is a fully-featured application that you can use to track every single detail regarding your position in the market and know when to strike. It makes it easy for you to measure how much profit you have generated and compare it with your past performance. You will have access to multiple educational guides to read and polish your fundamentals. The app provides access to expert coaches that you can converse with for guidance and make better investment decisions. Furthermore, by enabling push notifications, you get regular updates about your status in the market.
#5 SwingTrader
SwingTrader is a mobile application from Investor’s Business Daily Inc. that provides swing trading ideas to make it easier for you to achieve exact entry and exit points. It has been built to cater to the finance professionals’ needs and requires an active subscription on SwingTrader. The app has adopted all the IBD’s CAN SLIM Investing system rules in an environment built around swing-trading.
SwingTrader has a lot of features under its belt to help you on your trading journey. As a user, you get entry to long and short trades. You can watch detailed charts that provide information about buying and selling points labeled on all charts. Users can take advantage of swipe functionality to flick back and forth through stock ideas in seconds. You can also learn about past trades, covering chart notes and trade facts. If you have any queries, you can quickly resolve them through IBD’s support and coaching team.
#6 Our Budget Book Pro
Our Budget Book Pro is a virtual budgeteer that enables you to track and manage your finances. It allows the user to store their expenditures in multiple categories and assign them custom names. This way, users can keep a check on their cash inflows and outflows. You can perform analysis regarding your budget by using the graph that provides a detailed overview of your finances. Users can keep their financial data secure by taking advantage of the built-in pin protection utility.
The best feature of our Budget book Pro is that it supports synchronization with Google Drive. This gives the user the flexibility to manage their finances across multiple devices by synchronizing the app with google drive. Furthermore, the app has been highly optimized for usage on tablets. Another great feature is the ability to alternate between multiple colors. This allows the user to change from the default theme to their favorite theme.
#7 Budget Blitz Pro
Budget Blitz Pro is a money tracking and planning application that facilitates users by combining their personal and business financial history so that they can easily audit it. You can divide your finances into categories, persons, payers, and payees, thus making it easier for you to track your cash movement.
Budget Blitz Pro provides a smart interface that displays all your financial highlights on the main screen. You can choose from a set of default values for new transactions. Navigate to the reports screen to check a detailed report regarding your financial history. Aside from this, you can enable SMS and push notifications to get regular updates on your associated financial institutions. Or, if you’d like to take it a bit further, add a widget to your home screen, which will give you a brief report on your finances.
#8 Daily Expenses License
Daily Expenses License is a finance tool that provides you with a wide variety of options so you can manage your wealth effectively. It is a difficult task to keep track of your expenditures by yourself. Not only does it take a lot of time, but there are also chances of making mistakes during the calculation. This is where the Daily expenses license comes in; it removes these hurdles by providing an easy-to-use interface where you can view and manage your expenditures.
You can create multiple accounting accounts such as Savings, Cash, and Credit Card. This way, you’ll have an easy time accessing the necessary financial information. Daily Expenses License also provides you with a calendar that comes in handy when you have to set goals and agendas. You can also use the built-in calculator advanced calculator to calculate your spendings. Aside from this, You can export your records in XLS or CSV format and view it on multiple devices with Google sheets or Excel installed.
#9 AndroMoney Pro
AndroMoney Pro is a wealth management tool that enables you to keep track of your cash inflows and outflows. It supports multiple currencies, so you can select your currency and download the latest rates to synchronize with your financial data. Users can divide their finances into multiple categories like cash, bank, card, expense, and more. All categories can be separated through a hierarchy, and you can assign them custom attributes. AndroMoney Pro also provides charts like a trend, bar, and pie charts that you can use to get a better view of the financial data.
The prominent feature of Andromoney pro is that it provides a password protection utility that you can utilize to keep your financial data secure. Furthermore, your financial data can also be uploaded to cloud services like Google Drive and Dropbox. Users can also manually store backup copies of their data in excel/Mac Number and export it on any device with excel installed. Another great feature is the presence of a number pad with a calculator that you can use for manually calculating your budget.