Best Aureus Financial 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.

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.

Ameriprise Financial

by Ameriprise Financial, Inc.

Free

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

Financial Finesse

Your Financial Wellness Hub

Free

This app acts as a personal financial coach, offering a wellness score, personalized action plans, and access to virtual and human coaches. It provides step-by-step guides for major life events and helps users reduce financial stress.

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.

Morgan Stanley Wealth Mgmt

by Morgan Stanley

Free

Manage your personal finances, accounts, and investments on the go. Deposit checks, transfer money, view documents, and connect with your financial advisor securely. Track spending, set alerts, and even lock your debit card if misplaced.

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.

UBS Wealth Management

by UBS AG

Free

Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.

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.

My Financial Advisor -Blueleaf

Your Advisor, Always There.

Free

Access your complete financial life and communicate directly with your advisor. Receive real-time updates, track portfolio performance, and stay informed about market insights and planning tips. This app provides a transparent and convenient way to manage your finances and engage with your financial professional.

Lighthouse Finance Solutions

by VENTURETECH SOLUTIONS LLC

Free

Manage your financial progress, track drafts, and connect with client services. This application provides a convenient platform for approving settlements and overseeing your financial journey.

Raisin: Earn More on Cash

Savings, CDs, and More

Free

This app helps you grow your savings by connecting you to high-yield accounts and CDs from multiple FDIC-member banks and NCUA-member credit unions. Manage all your deposits, compare rates, and simplify tax reporting from a single, secure dashboard with no added fees or minimums.

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.

Wealthbox

CRM for Financial Advisors

Free

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.