Best FTC Retirement alternatives: apps like FTC Retirement

0.0(0 ratings)

Free

Fiduciary Trust Account Access by Fiduciary Trust

Strong Contender

5.0(3 ratings)

Free

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Access your financial account information on the go. View market value, positions, recent transactions, and important documents securely. Contact your advisor for login help.

On-Site Electronic Deposit by U.S. Bancorp

Worth Considering

1.3(69 ratings)

Free

Deposit checks remotely using your mobile device in a few simple steps. This app allows U.S. Bank business clients to avoid trips to the bank for check deposits. It offers a secure and convenient way to manage business finances on the go.

More apps like FTC Retirement

MetLife Retirement

My Retirement Plan

Enroll or log in to retirement accountsManage contributions, investments, and beneficiariesView account balances and funding options

Manage your employer-sponsored retirement plan on the go. Access your account, update contributions, and view your investment performance securely from your mobile device.

free with in-app purchases

(477)

by Old Second National Bank

O2 Digital Banking

Aggregate financial accountsOrganize transactions with tags and notesSet balance alerts

Manage all your bank accounts in one place. Track transactions, set alerts, make payments, and deposit checks with ease. Secure your finances with passcode and biometric login.

free with in-app purchases

(12K)

MyRepChat

Compliant Text Messaging

Compliant text messagingClient and colleague communicationConversation retention

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.

(53)

Osaic Equipt

by Osaic, Inc.

Investment portfolio monitoringAccount balance and holdings viewTransaction history

Monitor your investments on the go with this app. Access account information, view portfolio allocation, holdings, and historical activity. Initiate check deposits and access electronic documents and statements from your mobile device.

(146)

by National Financial Services LLC

Wealthscape Investor℠

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

(19K)

eMoney Client Portal

All-in-one account aggregationSpending and investment trackingPersonalized goal setting

Access a consolidated view of your entire financial life, track spending and investments, and set personalized goals. Securely store important documents and communicate with your advisor all in one place.

(30)

Jump AI

AI for wealth managers

AI-powered meeting captureAutomated note-taking in your voiceTask generation from conversations

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.

(2K)

freemium