Best apps like Blueleaf Advisor

RightCapital

Financial planning software

Free

Consolidate all your financial accounts and investments in one secure platform. Track expenses, share documents, and enhance communication with your financial advisor for a clearer financial picture.

Jump AI

AI for wealth managers

Free

This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.

myAdvisorLink

by Advyzon

Free

Access your investment information conveniently from your mobile device. Connect with your financial advisor to get started.

MyRepChat

Compliant Text Messaging

Free

This app provides compliant text messaging for financial professionals. It ensures conversations are retained, reportable, and archivable, while offering a familiar texting experience for clients without requiring them to install new software.

Black Diamond Wealth Platform

by Black Diamond Performance Reporting, LLC

Free

Access your investment portfolio data through a streamlined mobile interface. This application is designed for authorized clients to view their financial information on the go.

My Security Benefit

Retirement in your hands

Free

Manage your retirement accounts and access planning tools. Estimate retirement income, view account balances, and adjust your investment mix. Track your progress with a personalized real-time score to optimize your retirement plan.

Lively Benefits

Invest in Your Health ™

Free

Manage your health benefits effortlessly with an intuitive interface designed for everyone. Track balances, initiate claims, verify purchases, and access eligible expense lists on the go. Secure login features ensure your account remains protected.