Best Acrisure New England Apps

Facet: Financial Planning

Flat fee, CFP®, investing

Free

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

Fundrise: Invest in Alts

Venture, Real estate, Income

Free

Build a diversified portfolio of private market investments, including real estate, venture capital, and private credit. Access high-growth opportunities and receive transparent reporting with bank-level security. Start investing with flexible minimums.

Your Wealth Architect

AI financial planning

Free

This app consolidates your financial accounts, budgets, and goals into a single, clear roadmap. It uses AI to help you understand your spending, plan for retirement, and make informed financial decisions without needing to manage multiple spreadsheets.

NorthAmerican+

North American annuities

Free

This application streamlines the annuity sales process for agents. It offers a seamless experience from initial client engagement to policy issuance, designed specifically for those selling annuities from the North American Company.

Concord Group Mobile

View policies and pay bills

Free

Manage your insurance policies, access important documents, and make payments conveniently. This app allows policyholders to view policy details, pay bills, and request assistance on the go.

EFE

Your Investment Advisor

Free

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

Zocks

by Zocks Communications, Inc.

Free

Streamline your financial advisory work with an AI assistant. Automate meeting preparation, documentation, and follow-up tasks directly from your mobile device. Focus more on client relationships and less on administrative burdens.

Safety Mobile

From Safety Insurance

Free

Manage your insurance policies and claims conveniently from your mobile device. Pay bills, report accidents, access insurance cards, and track claim history. Receive important alerts for payments and renewals.

Origin Specialty Loss Control

by ORIGIN SPECIALTY UNDERWRITERS AGENCY LLC

Free

This business tool helps companies reduce risks and improve operations through specialized safety practices. It facilitates communication and feedback between insurance providers and clients, offering a streamlined way to manage loss control.

Tamra Capital: Save & Invest

Investing. Tracking. Growing

Free

This platform simplifies investing with automated robo-advisor technology. It offers diversified portfolios of ETFs in real estate, gold, stocks, and bonds, aiming for lucrative financial returns with low fees. It also provides Shariah-compliant investment options and support for young investors.

EquiTrust Agent App

by EquiTrust Life Insurance Company

Free

Access annuity and life product details, new business information, and commission data. Receive personalized alerts to enhance operational efficiency. Requires an active EquiTrust Agent Website login.