Best Captrust Financial Advisors Apps

4.0(4 ratings)

Free

CapTrust Financial Advisors screenshot 1

CapTrust Financial Advisors screenshot 2

CapTrust Financial Advisors screenshot 3

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.

Morling Financial Advisors by Morling Financial Advisors, LLC

Strong Contender

0.0(0 ratings)

Free

M1: AI Wealth Management by M1 Finance LLC

AI financial advisor built in

Worth Considering

by Ameriprise Financial, Inc.

4.7😊(75K ratings)

FreeAds

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

What We Love

🚀 Great update and app
🚀 Wonderful app to organize accounts
🚀 Easiest visual long-term investing app
👍 Excellent service and good app
👍 Best app for path to financial freedom
👍 Best investing platform to date

Room to Improve

🔍 Stop pushing users to take on margin debt
🐛 Buggy and glitchy app
🔍 Confusing and baffling app
🔍 Clunky UX with unclear onboarding
🔍 Horrible customer service
💰 Transfers take too long
🔍 Pie and slice concept not user-friendly

More Captrust Financial Advisors apps to explore

Ameriprise Financial

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture

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.

by SYM Financial Advisors

(37K)

free

SYM Financial Advisors

Tompkins Financial Advisors

by Tompkins Financial Corporation

by C. L. Parker, Inc.

by Lutz Financial Services, LLC

by Mainsail Financial Group, LLC

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.

Financial Care starts here

On-demand financial assistantsTailored financial solutionsDebt management tools

This app offers on-demand financial assistance and tailored solutions to improve users' financial health. It provides comprehensive support around the clock, helping individuals manage debt, save money, and navigate financial challenges through a blend of human insight and technology.

by Reed Financial Services, Inc.

(1.7K)

free

Reed Financial Services

Certified Financial Group

Heritage Financial Services

by Heritage Financial Services, LLC

by Peak Financial Management, Incorporated

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with competitive APYExpert-built, diversified ETF portfoliosCommission-free stock and ETF investing

Manage your savings and investments in one place. Earn competitive APY on your cash, invest in expertly built portfolios or individual stocks with zero commissions, and gain a clear view of your financial future.

First Option Financial Svcs

by First Option Bank And Trust

Ridgeline Wealth Advisors

by Ridgeline Wealth Advisors, LLC

Integrity Wealth Advisors

by Integrity Trust Company, LLC