Best Box Financial Advisors Apps

Betterment Invest & Save Money

Investments & Cash Accounts

Free

An innovative investment platform designed to help users grow their wealth through automated investing, personalized advice, and goal-based strategies. Start investing smarter today for a more secure financial future.

Beyond Finance

by Beyond Finance Inc.

Free

Track your program's progress with ease, connect with our Client Success Team effortlessly, and get personalized financial tips for your journey. Start optimizing your financial future today!

Wealthbox

CRM for Financial Advisors

Free

A comprehensive CRM application for financial advisors, seamlessly managing client relationships with features like secure login options, maps integration, push notifications, and task management. Stay organized and efficient with Wealthbox CRM, the ultimate tool for financial professionals.

MissionSquare Retirement

by ICMA-RC

Free

Access all your retirement account information, manage investments, set savings goals, and get personalized financial education resources all in one place with our mobile app. Take control of your financial future today!

Alpheva AI: Financial Advisor

Make More. Stress Less.

Free

This application helps you take control of your financial life with intelligent, personalized insights, connecting to your financial accounts securely to provide actionable advice and help you reach your goals faster. It offers features such as smart budgeting, goal-driven financial planning, and clear visual dashboards to help you make confident financial decisions.

BrightPlan

Employee Financial Wellness

Free

This employee financial wellness application provides personalized financial guidance, tracking, and planning to help reduce financial stress and build confidence. It offers educational resources, a digital financial coach, budgeting and spending tools, investment guidance, and secure data protection to support individuals in achieving their financial goals.

Morningstar for Advisors

by Morningstar, Inc.

Free

This mobile application helps advisors stay connected with clients by digitizing portfolio information and providing on-the-go access to client accounts, market insights, and research. By streamlining workflow and increasing efficiency, advisors can focus on providing value to clients and growing their business, download now to optimize your time.

Corebridge

Action is everything.

Free

Track and manage your retirement savings with ease using our intuitive app. Monitor your portfolio, track progress, update contributions, and communicate with experts all in one secure place. Plan for your future with our financial calculator and go paperless for easy access to account information.

My Financial Advisor -Blueleaf

Your Advisor, Always There.

Free

This app allows users to easily track their financial portfolio, including account balances and investment holdings, and understand how market conditions impact their performance. It also enables users to connect with their financial advisor through multiple channels, providing a convenient way to stay on top of their finances anytime, anywhere.

Alphanso Wealth

Financial planning & advisory

Free

Get AI-powered stock investing with Alphanso. Maximize your investment potential through advanced algorithms and analysis. Start investing smarter today!

Financial Issues

Financial Issues

Free

This application helps Christians manage their finances according to biblical principles, offering live and on-demand content, investment tools, and educational resources. By joining this community, users can make informed financial decisions, align their investments with their faith, and grow in their understanding of financial stewardship.

Start Right Retire Right

by BOK Financial Corporation

Free

Manage your retirement plan on the go with the Start Right app. Access account information, track balance and activity, set security passwords, and more. Download now for iPhone (iOS 14 or later) to get started!

Lincoln Financial Mobile

by Lincoln National Corp.

Free

Access your financial accounts easily with our redesigned mobile app, featuring tools like Lincoln WellnessPATH® for financial management and My TargetSM calculator for retirement planning. Take control of your finances and plan for the future with just a few taps. Visit the website for more details.

Financial Finesse

Your Financial Wellness Hub

Free

This financial wellness app helps users take control of their financial life with a personalized approach, offering a virtual financial coach, actionable steps, and expert guidance to achieve financial goals. By downloading the app, users can discover their financial wellness score, get tailored advice, and work towards a stress-free financial future.

Redtail CRM

by Redtail Technology, Inc.

Free

Access your day-to-day client information, calendar, and CRM tools with the mobile app designed for financial advisors. Stay connected to clients, manage activities, contacts, and opportunities on-the-go. Take advantage of a 30-day free trial and experience seamless client servicing anytime, anywhere.

Ellevest: Investing for women

Build wealth for your future.

Free

An application optimized for women, Ellevest helps build personalized investment portfolios to achieve financial goals. With diversified portfolios, tax strategies, impact investing options, and expert guidance, Ellevest aims to empower women financially. Join over 3 million members today for $12/month and start investing for your future.