Apps tagged with 'finance-banking'

All apps in Apps tagged with 'finance-banking'category. Use the filters below to narrow down your search. 
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  1. Quantive icon

    Quantive

     1 like

    Quantive replaces the net worth spreadsheet. You enter balances manually or upload an Excel export from your bank — no bank connection, no aggregator in the trust chain.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    Overview dashboard on desktop: net worth, liquid assets, source count, and a 5-year forecast across the top stat cards; a 12-month net-worth-over-time chart below. The sidebar shows the full navigation — allocations, forecast, performance, and goals. Demo data.
    The same overview on mobile: four stat cards in a responsive grid, the net worth over time chart with selectable date ranges, and bottom-tab navigation to allocations, sources, and forecast. Demo data.
    5 alternatives