Best Captrust Financial Advisors Apps

Fort Financial

Fort Financial

Free

Manage your accounts securely with the Fort Financial Mobile App. Check balances, make payments, and deposit checks remotely, all in one convenient platform. Experience easy account management on-the-go.

ParmisaK PFM

Personal Financial Manager

Free

Manage your finances with ease using this personal financial manager app. Keep track of incomes, expenses, bank transactions, debts, budgets, and more. Take control of your financial well-being today! Visit https://www.accexpert.com for more information.

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!

EFE

Your Investment Advisor

Free

Access your account information quickly and easily with EFE, your personal investment advisor. Stay on top of your financial goals and track your progress effortlessly. Download now for seamless account management.

Mariner Finance

Manage-Payments-Offers-History

Free

An application that allows customers to manage their finances, make payments, view offers, and more. It's designed for easy account access and offers personal loans ranging from $1,000 to $25,000 with flexible terms. Consider applying for financial assistance today.

Origin: AI Budget and Track

Spending, Saving, & Net Worth

Free

Origin: Budget is a powerful financial management tool that helps you track expenses, set budget goals, and analyze spending patterns. Take control of your finances and achieve your financial goals with Origin: Budget today!

Jump AI

AI for wealth managers

Free

This AI-powered assistant helps wealth advisors manage client interactions and compliance tasks with efficiency and accuracy. Record meetings, upload and process them to get customized notes, and review past meetings with ease.

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.

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!

FinFit

by FinFit Ops LLC

Free

This application provides a comprehensive financial wellness program, offering educational resources, personalized tools, and financial solutions to help employees achieve financial stability and meet their goals. By using the application, members can access a range of services, including financial assessments, coaching, and money management tools, and earn rewards points redeemable for cash and prizes.

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.

FFB - First Financial Bank

by FIRST FINANCIAL BANK

Free

This personal financial advocate helps you manage your finances quickly and securely, offering tools to set up alerts, make payments, transfer money, and more. With this app, you can take control of your financial life, stay on top of your accounts, and access various banking services on the go.

NerdWallet: Smart Money App

Track, Save & Invest

Free

Track and manage your finances efficiently with a comprehensive money management app. Stay on top of your credit score, budget, and financial goals with ease. Start taking control of your money today!

Finhabits: Invest My Money

Invest, Learn, and Protect

Free

This application helps users invest for the future, sign up for affordable health insurance plans, and learn smart financial habits. Join to master your money habits with automated investments, healthcare options, and educational resources.

Baird Online

by Robert W. Baird & Co.

Free

Track your wealth effortlessly with our app designed to monitor financial plans, view portfolios, securely log in, check net worth, access key documents, stay informed with expert insights, and connect with your Baird advisor. Take control of your finances today.

UBS Wealth Management

by UBS AG

Free

A comprehensive financial services app offering account management, budgeting tools, personalized insights, and future planning features. Tailored for existing clients of UBS Financial Services Inc., empowering users to take control of their financial well-being.

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.