Best Captrust Financial Advisors Apps

4.0(4 ratings)

Free

CapTrust Financial Advisors screenshot 1

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Manage your investment accounts on the go with this mobile app. Access your portfolio and financial information securely from your smartphone or tablet. Contact your advisor to get started.

Wealthfront: Save and Invest by Wealthfront, Inc.

Saving, investing, stocks.

Strong Contender

4.8😊(17K ratings)

Free

Wealthfront: Save and Invest screenshot 1

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This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

What We Love

🚀 Fantastic HYSA and Robo-Advisor
👍 Impressive money managing app
👍 Phenomenal app for people trying to reach financial goals
👍 Great Robo Investing App
👍 My favorite Finance App, period
👍 Awesome way to save and invest!
👍 Saving for my generation
👍 Very Functional and Easy to Use

Room to Improve

🚫 Not good for IRA and investing accounts
🚫 Great APY, Terrible Features and Compatability
🐛 Alas...
🚫 Constant relink makes this pointless
🐛 Failed identity verification - poor support. Can't open account. Need bug fix.
🐛 Constant relink makes this pointless
🐛 Horrible Returns
🚫 No control over investments

Parker Financial by C.L. Parker, Inc dba Parker Financial Advisors

Worth Considering

by Mainsail Financial Group, LLC

0.0(0 ratings)

Free

More Captrust Financial Advisors apps to explore

Mainsail Financial Group

Facet: Financial Planning

Flat fee, CFP®, investing

Personalized financial roadmapCFP® professional guidanceInvestment management

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.

First Option Financial Svcs

(29)

free

by First Option Bank And Trust

by BLB&B Advisors, LLC

Certified Financial Group

Your Investment Advisor

Track retirement goal progressView total portfolio and account detailsLink outside accounts

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.

Anderson Financial Strategies

(7.6K)

ad-supported

by M Financial Holdings Incorporated

by Priority Financial Group, LLC

by Pegasus Partners Ltd.

T. Rowe Price Personal®

INVEST WITH CONFIDENCE®

Consolidated portfolio viewExternal account linkingDetailed fund performance

Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.

Tompkins Financial Advisors

(23K)

free

by Tompkins Financial Corporation

Lindamood Financial Group

by Lindamood Financial Group

by CORE Wealth Advisors, Inc.

💼 Business

by SYM Financial Advisors

SYM Financial Advisors

by Reed Financial Services, Inc.

Reed Financial Services