Best Altitude Advisers 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.

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.

Slant CRM

AI-native CRM for advisors

Free

This AI-powered CRM helps financial advisors manage client relationships and streamline workflows. Record meetings, take notes with voice-to-text, and get AI insights on client data directly from your mobile device.

Plante Moran Wealth

by PMFA INC

Free

Access your investment portfolio and financial information on demand. Add and view all financial assets and liabilities in one place, and access important documents and team contact details. This app is exclusively for clients of Plante Moran Financial Advisors.

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.

Currence

Financial Freedom. Faster.

Free

This app helps users achieve financial freedom by providing a proven wealth-building philosophy. It allows you to save and build wealth while maintaining your current lifestyle, creating new passive income streams.

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.

GreenPath Financial Wellness

by GreenPath, Inc.

Free

This app helps you create and follow a personalized financial plan. It guides you through financial wellness themes, identifies gaps, and helps you set and achieve goals with minimal weekly time commitment.

Five Lakes

by Sergio Rabiela

Free

Track your financial program's progress and view enrolled accounts. Connect with a dedicated client success team for support and receive personalized financial tips and inspiration.

Clear Trail Advisors

by Clear Trail Advisors, LLC

Free

Securely access your financial portfolio and account information. View balances, performance, and holdings with an intuitive interface. Stay informed about your financial plan anytime, anywhere.

Titan: Your Wealth Team

Investing, Wealth Management

Free

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

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.

Finhabits: Invest My Money

Invest, Learn, and Protect

Free

This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.

BrightPlan

Employee Financial Wellness

Free

Gain control of your finances with personalized guidance, goal tracking, and a tailored plan. Access educational resources, AI-powered coaching, and investment advice. Securely manage your budget, monitor spending, and view all accounts in one place.

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.