Blend Alternatives and Competitors

Personal Capital is a personal wealth management platform dedicated to helping clients manage their finances by enabling them to seek assistance from expert advisors. This portfolio tracker is all that is required to monitor all accounts related to finance i.e. bank accounts, stocks, investments and retirement funds. A detailed and interactive dashboard makes it convenient to get access to relevant tools and features, while Cash Flow graphs help keep a track of income and expenditure. Further, users are also provided access to professionally monitored ETF portfolios and reviews on request and state of the art digital services. This ensures minimum risk and maximum returns which are ultimately beneficial for meeting financial goals. Personal Capital’s strict privacy policy ensures the safekeeping of uploaded data in an encrypted format. Thanks to its simple user interface and easy device adaptability, Personal Capital has become a favourite among 2.8 million people worldwide.

Introducing FinWise – the modern way to manage their personal finances. At FinWise, they understand that managing your money can be complex, but it doesn’t have to be daunting. This cutting-edge platform provides the tools they need to stay in control no matter what life throws at them. FinWise empowers they with the ability to budget their money quickly and accurately. They get a real-time snapshot of how much is coming in as well as visibility into how much is going out so they can confidently make informed decisions about spending. They will also gain insight on where savings can be made - allowing for greater financial security now and in the future. This net-worth tracking feature takes stock of all assets and liabilities across accounts so that they know exactly how their overall financial health stands at any given time. And with their powerful planning and forecasting tools, they don’t have to worry about unexpected expenses or lack of cashflow destabilizing their financial situation ever again. This options give them peace of mind when it comes managing both short-term and long-term goals, all supported by easy to read reports and insights taking out any guesswork enabling proactive decision making around money matters like investments, mortgages, retirement planning and more. Experience the power of FinWise today – the modern way to take control of their finances and reach their financial goals like a pro!

Trying to prioritize user financial goals can be overwhelming and, if done inefficiently, can cost users hundreds of thousands of dollars a year. Their financial wellness app takes away the guesswork from financial planning with a novel approach that helps you take control of users' finances and maximize their wealth.

Small business and entrepreneur financial management software provider. By integrating with banks, accounting tools, and CRMs, the company's simple and understandable financial management tool provides analysis of key business financials such as cash flows and profitability statements, as well as automating financial management routines, allowing clients to set up company financial and management accounting smoothly and optimise analytical summary reports in just a few clicks. It's a cashflow management solution for SMBs in developing countries that lets owners see their company's financial health without having to be a financial expert . We already collaborate with over 1600 companies from all around the world. More than 2000 banks and other services are integrated (new ones are constantly being added). P&L, CashFlow, Accounts Receivable, and Accounts Payable reports are all automated. Multicurrency and cryptocurrency options are available. Automated profitability reports for projects and various business lines. Dashboards for money. Payment calendar that predicts cash shortages. Varying employees have different levels of access. Financial professionals form a professional assistance team.

MoneyGuidePro is a sophisticated financial solution for advisors looking to provide their clients with tailored service and support. With the client in mind, MoneyGuidePro empowers advisors to better understand each individual's needs and obligations. Through powerful data gathering algorithms and smart assumptions, advisors are enabled to create comprehensive plans that can be adjusted as reality changes over time. From life insurance planning to retirement income analysis, MoneyGuidePro puts sophisticated tools at an advisor’s fingertips – giving them the insights and abilities they need to help guide their clients through the complexity of today’s financial environment. With MoneyGuidePro®, professionals can make informed decisions with confidence, allowing them to offer superior advice and unparalleled service.

StreamLoan is a B2B SaaS solution that is reinventing the residential real estate purchase and financing process. Use real-time chat and notifications to work with all parties to keep every conversation in a single centralized location, with access to all relevant parties. Consolidate and streamline lead management this includes your digital leads purchased, your referrals from home builders or real estate agents, or from other digital channels. They encrypt your data at rest and in-flight with AES-256 bit bank-level security, AICPA secure & CFPB compliant.

MortgageSimplify is a simplified and integrated all-in-one web-based platform that supports both retail and wholesale lending. Increase operational efficiency by saving time and giving access to key information quickly and in real-time. Easy setup and configuration to sync lead, loan, and partner data between Encompass or other systems. Automate Loan status updates to borrowers, realtors, and Loan officers at every stage of the loan process based on various triggers. Manage marketing flyers with custom Loan officer signature and marketing templates.

flowpilot software is a platform used to manage cash flow for your Business. The software offers real-time data in combination with AI algorithms to calculate liquidity forecasts and scenarios. Visualize data in charts and diagrams. Small, Medium and Large companies make use of the software.

PowerLender goes beyond traditional LOS technology by enabling growth while dramatically lowering your costs. Envision your staff thriving on single lending platform efficiency and cross-selling opportunities. Lenders today are tasked with doing more with less. More rules and regulations, changing investor guidelines, tighter underwriting standards, and the constant pressure to bring in more business, all while having fewer resources to accomplish stated goals. Envision a technology partner that can deliver an advanced platform for all your unique lending needs.

Introducing Moneyhub, the ultimate solution to transform their data into personalized digital experiences and initiate seamless payments. With this regulated Open Data platform, professionals like they can now revolutionize the way they manage their finances, making every transaction effortless and efficient. Gone are the days of tedious manual data entry and time-consuming tasks. With Moneyhub, they can streamline their financial information, whether it's tracking their expenses, analyzing their investments, or simply understanding their spending patterns. This platform empowers they with the tools they need to take control of their money effortlessly. Imagine having the power to effortlessly transform complex data into beautiful and intuitive visuals. With Moneyhub, they can easily create customized digital experiences that present their financial insights in a way that is visually stunning and easy to understand. Impress their colleagues with interactive charts, graphs, and reports that bring their data to life and make their presentations truly memorable. But Moneyhub doesn't stop at just visualizing their data; it also enables they to take action. With this seamless payment initiation feature, they can effortlessly initiate payments directly from the platform, saving they precious time and effort. No more logging into different banking portals or juggling multiple payment platforms - everything they need is right at their fingertips. And the best part? Moneyhub is a regulated Open Data platform, ensuring the highest level of security and compliance. They understand the importance of safeguarding their financial information, which is why we take every measure to protect their data and ensure their privacy is respected at all times. With Moneyhub, they can have peace of mind knowing that their information is in safe hands. So why wait? Join the ranks of professionals who are already revolutionizing the way they manage their finances with Moneyhub. Say goodbye to the hassle and frustration of manual data entry and welcome a new era of personalized digital experiences and effortless payments. Experience the power of Moneyhub today and discover a world where managing their finances is as easy as a click of a button.

Mint is a simple budget tracker and planner tool that lets users bring all their accounts, bills, and financial data in a single place to conveniently manage their finances. It is a free and easy-to-use platform that connects every US financial institution. The tool takes care of users' bank accounts, credit cards and even retirement accounts. It enables the users to view all their bills and money at a glance and create budgets easily by using the tips that it provides. Mint allows users to easily track their bill, they just need to add them to their dashboard to see and monitor them. Once added, they will receive reminders for upcoming bills so they can plan. They will also receive alerts for payments. When users' funds are low, they will receive an alert so that they can plan accordingly and spend only on essential things. The user data is kept entirely secure with multiple safety measures like secure sign-in and VeriSign security scanning.

Albert is a money management app for individuals which brings mobile banking, savings and investing facilities all in one place. The tool also provides an experienced team of human experts to help users with their finances at any time. Its mobile banking feature automatically saves and invests for users, right from their paycheck. Users can even activate direct deposit to save more money in their paycheck. With the help of Albert Instant, users can transfer advance cash of up to $100 from their next paycheck directly into their bank account. It brings a stress-free and automatic repayment facility without any credit check, interest and late fees. Albert app analyses users income and spending habit for the entire week and finds ways to save money automatically. It also offers annual cash bonuses over savings and withdrawals. Albert includes various insurance policies that users can access directly from the app to secure their future.

You Need A Budget is an interactive finance and budget management software. It helps users monitor their personal expenditures, enhance savings and come out of financial debts. A four rules module, integrated within this program, enables users to optimize their income and plan future expenses in a strategical way. The program combines money management hacks with technology offering robust expense management mechanism. Users of You Need A Budget, can share financial information with their partner, at any time of the day as per their convenience. The software lets users create achievable goals regarding finances and keep expanding their target until they become capable of maintaining complete control. Analytical graphs and chart based reporting module facilitate accurate data analytics. Users can either opt for email-based support or go through more than 100 online, live weekly workshops and use them as a knowledgebase. The software encrypts its users’ data, applies bcrypt hash to user passwords, besides using accredited data centres offering robust data security provision.

Spendee gives you the power of unique data analysis in an adaptable environment that automatically and thoroughly analyzes your income and expenses, giving you intelligent advice on how to make the most of your money. You can connect your bank accounts and all your transactions will get automatically imported to Spendee. Analyze your finance with a beautiful, simple, and easy-to-understand graphic.

Goodbudget is an advanced budget maker and tracker app that helps people with their daily expenditures. It helps users to spend and save money after keeping important events in mind. The software’s virtual budget program allocates money to different expenditure programs in advance by generating multiple envelopes. This will keep future bill payments safe and users don’t have to face any shortage of money at bill payment time. Further, users can also add family members over Goodbudget, which will enable all of them to track the flow of money in a collaborative way. It allows them to spend on those things which are of utmost importance. The software also helps users with debt pay off. They can create a debt account on the web and Goodbudget will track their payoff progress and send on-time notifications when they will be debt-free. It encourages users to save more money and quickly remove the burden of debt off their heads. Goodbudget is an appropriate alternative for traditional spreadsheets, planner, worksheets etc.

Monarch Money is a platform used to track accounts and analyze your investments to achieve your goals. The software offers tools to up-to-date view of your assets, liabilities, and spending. Collaborate with teams to identify trends and setup budgets to monitor your track with goals. It supports Mobile Android and iOS. Individuals, Small companies make use of the software.

Emma is a futuristic money management app that helps users track their finances and suggests new ways to save money. It does so by avoiding overdrafts and finding wasteful subscriptions. Emma can be easily connected to multiple bank accounts, credit cards, savings and current accounts, pensions and cryptocurrencies in real-time. It acts as a one-stop window that can be utilised to monitor finances across multiple accounts at any time. Users can also visualise the status of their deposited money and the growth of their investments. Emma is connected with all the major banks working in the UK, US and Canada. It analyses the spending habits and sends instant notifications when an individual user exceeds the spending limit. To ensure accurate account protection, Emma does not stores login credentials or proceeds to make changes in its user accounts. It also uses TLS 256-bit encryption besides bank-level security.

EveryDollar helps you create a monthly budget so you can achieve your money goals. Start your budget by adding the income you expect to make this month. Next, make a plan for your income. EveryDollar provides you with a customizable template for budgeting your monthly expenses. Follow your plan by keeping track of your spending throughout the month. Each time you spend money, create a transaction and track it to your budget. EveryDollar syncs across devices so whether you are budgeting from your desktop or phone, your budget is always up to date. When you upgrade to EveryDollar Plus, you can join the 5 million people who‘ve taken Financial Peace University. Their motivating nine-lesson class will teach you how to pay off debt, save, and build wealth.

Yolt is a smart app helping users monitor all of their bank accounts and expenses within a unified location. A dashboard view featured by the application lets users integrate their bank accounts, credit cards, etc, besides monitoring spending habits from time to time. The app works in its own ways, users need to recharge their prepaid Yolt account for everyday spending, boost it and start saving in real-time. Whether users want to stay on track, cut back, or save while they spend, Yolt helps them in all possible ways, to grow smart spending habits as per their needs. A habit builder module featured by the application, helps users achieve their financial goals, control budgets and start saving from time to time. They can set reminders and start a money jar challenge of their own. Yolt can also be used to find out ways on how to free up money.

Wally is a finance management application for individuals that centralizes all of their accounts so they can learn, manage and improve finances and accomplish individual goals faster. The app provides flexible budget periods that helps users to control their monthly spending habits by saving for specific goals. Users can set budgets to control their daily spending across different categories like home, groceries, entertainment, etc. They can sync savings, credit card, checking and loan accounts and get instant insights into their spending habits and cash flow patterns. Wally shows real-time updates about the account balances and transactions to make users more accountable. They get an overview of all of the past and upcoming transactions and the software auto-categorises them chronologically within an inbuilt calendar. Users can also scan and upload the bills, receipts and warranties to monitor them easily. With Wally, users get to track and convert 200+ currencies from a single place. They can view their spending in each currency for better insights.