Best Advisernotes Apps

Zocks

by Zocks Communications, Inc.

Free

This AI assistant helps financial advisors save time on administrative tasks like meeting preparation, documentation, and follow-up. It provides AI-generated notes, voice recording capabilities, and organization tools to enhance client interactions and streamline workflows.

Wall Street Oasis

by WSO

Free

Connect with finance professionals and access resources for a career in the industry. Get interview prep, learn financial modeling, and gain insights into top firms. Join a global community of over 750,000 members.

Penn Mutual InSight

by The Penn Mutual Life Insurance Company

Free

Manage your client book of business with this app designed for financial advisers. Access policy information, track new business, respond to requirements, and view client correspondence. Perform transactions like rebalancing and fund transfers.

ASC Trust

by ASC Trust, LLC

Free

Manage your employer-sponsored retirement plan on the go. Check your retirement balance, view investments and contributions, and communicate securely within the app.

CFI: Real-World Finance

Finance & Accounting Courses

Free

Master corporate finance, financial modeling, and investment banking with expert-led courses. This app offers interactive video lessons and hands-on exercises for seamless learning on the go. Stay updated with new content to advance your finance career.

NYC DCP

by New York City Deferred Compensation Plan

Free

Manage your retirement, health savings, and investment accounts alongside external financial accounts in one secure, personalized platform. Access interactive tools, educational resources, and investment advice to confidently plan for your financial future.

Frec: Tax-aware investing

Direct indexing & long short

Free

Invest in tax-efficient strategies with direct indexing for popular indices. Customize portfolios, access cash via a portfolio line of credit, and earn yield on idle cash. Trade commission-free with secure asset protection.

Investor360°

by Advisor360°, LLC

Free

Gain a comprehensive view of your entire financial life with real-time data and detailed account breakdowns. Securely communicate with advisors and access your financial information anytime, anywhere.

M1: AI Wealth Management

AI financial advisor built in

Free

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

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.

CPS Portal

by CPS Investment Advisors

Free

Access your investment portfolio details and connect with your financial advisor. View your portfolio's value and asset allocation in one place.

Schwab Advisor Center® Mobile

by The Charles Schwab Corporation

Free

This app allows independent registered investment advisors to remotely monitor and manage client accounts. It offers secure access to account balances, positions, and request statuses, with features like mobile check deposit and direct support contact.

Stansberry Research

by Stansberry & Associates Investment Research, LLC

Free

This app provides financial information and software for investors. It offers a diverse range of opinions and strategies from experienced analysts, focusing on unloved or ignored investment opportunities. The service emphasizes long-term relationships, transparency, and reliable, actionable advice.

SSI iBoard Pro

Securities trading and more

Free

Trade a variety of securities, including equities, bonds, and derivatives, with real-time market data and analysis tools. Manage your portfolio, set personalized alerts, and conduct secure cash transactions. Explore diverse investment options to optimize your wealth management.

Farther: Invest & Save

Savings, investments, advice

Free

This app offers personalized financial guidance and investment management to help users grow their wealth and avoid costly mistakes. It leverages technology for efficient cash growth, goal-based investing, and tax optimization, providing a clear overview of finances.

MarketPlays: Thematic & ETF

Copy Trading & Stock Investing

Free

Explore focused investment themes and aggregated investor data to build diversified portfolios. Connect your existing brokerage to trade directly within the app and access plain-language research on stocks and ETFs. Engage with a community of investors to share insights and track market sentiment.