Investment Planner App helps individuals, families, and finance teams organize investment information and planning activities in one place. Use it to keep a clear view of your portfolio, capture new assets through a simple add form, and maintain a watchlist of investments you want to track before taking action. It’s also built for goal-oriented planning, so you can record targets, connect them to what you’re investing in, and review progress during regular check-ins, coaching sessions, or internal financial reviews.
Jotform makes it easy to turn this app template into a tailored self-service experience with a no-code app builder and a drag-and-drop interface. Connect pages to forms and lists for ongoing data collection, keep information organized as it grows, and share a single link with stakeholders who need access. You can adjust the layout, update labels, and refine the workflow so the app fits your process, whether you’re tracking personal investments or supporting clients with structured planning.
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Energy Audit App
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Go to Category:Finance Apps
Receipt Upload App
Are you tired of manually tracking receipts for expense purposes? Look no further than the Receipt Upload App template by Jotform. This no-code app builder allows users to easily upload receipts for expense tracking, reimbursement, or tax purposes without any coding knowledge. Simply add forms, widgets, products, and branding to create a fully customized app that can be downloaded onto any smartphone, tablet, or computer. Say goodbye to paper receipts and hello to digital organization with this convenient app template.With Jotform's Receipt Upload App template, managing expenses has never been easier. Explore the top features of Jotform Apps, such as the drag-and-drop builder that allows for quick customization, powerful app elements like forms and images, and 70+ app widgets for added functionality. With flexible app design options and ready-to-use layouts, creating a personalized app for receipt management is a breeze. Enhance user engagement with push notifications and access data securely with Jotform Tables, all while enjoying the ease of use and customization that Jotform offers. Say goodbye to paper clutter and hello to digital efficiency with Jotform's Receipt Upload App template.
Go to Category:Company Portal Apps
Retirement Planning App
A retirement planning app is used by retirement planners to gather important information from their clients. With this ready-made Retirement Planning App, your business can quickly and efficiently collect contact details, payments, e-signatures, and more from any device. Simply customize the app and share it with a link or via social media to start collecting responses!Add your company logo and branding, update forms within the app, and change fonts and colors in seconds with our intuitive drag-and-drop builder — no coding knowledge required. You can include a retirement calculator for clients to use, plus your contact information so they can get in touch. Take your retirement services to the next level with a free Retirement Planning App that works great on any device.
Go to Category:Consulting Apps
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Go to Category:Company Portal Apps
Easy Mortgage App
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Go to Category:Finance Apps
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Go to Category:Finance Apps