Best Akg Financial Planners 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.

Voya

by Voya Services Company

Free

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

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.

Qapital: The Money Saving App

Save. Invest. Budget.

Free

Automate your savings, investments, and budgeting with intelligent rules based on your habits. Set unlimited financial goals, track progress, and even team up with a partner on shared objectives. Spend smarter with a dedicated debit card and real-time budget notifications.

My Secure Advantage

MSA's Mobile App

Free

Access financial wellness tools, personalized resources, and expert Money Coaching on a secure, member-only platform. Track progress, manage budgets, and plan for the future anytime, anywhere.

Plans.TheApp Financial Planner

Plan, Budget, Track & Forecast

Free

This app helps you visualize your financial future by forecasting cash flow, net worth, and debt over decades. Test "what-if" scenarios for major life events and manage debts and assets with various strategies. Collaborate with partners and generate detailed reports.

Beyond Finance

by Beyond Finance Inc.

Free

Track your financial program's progress and view enrolled accounts. Connect with your Client Success Team for support and receive personalized financial tips to inspire your journey.

ParmisaK PFM

Personal Financial Manager

Free

Manage personal and family finances by tracking incomes, expenses, and bank transactions. Organize debts, loans, assets, and budgets with detailed reporting and secure login.

Wing App

Financial Superintelligence

Free

Access exclusive private wealth management services and personalized financial guidance. This SEC-registered institution offers expert portfolio management without high minimums, alongside tools to plan life experiences.

AI Finance Advisor

AI-Based Financial Advice

Free

This app uses AI to provide personalized financial advice, budgeting tools, and investment strategies. Choose from various AI experts to guide your financial journey and connect with a supportive community.

Ally: Bank, Auto & Invest

The app for all things money

Free

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.