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.

Ameriprise Financial by Ameriprise Financial, Inc.

Strong Contender

4.9😊(37K ratings)

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.

What We Love

👍 Fantastic relationship
👍 Very confident with portfolio management
👍 Everything in one place
👍 Family-friendly
👍 Very user-friendly
👍 Fabulous website
👍 Excellent secure website
👍 Great advisor
👍 Flawless app
👍 Impressive app
👍 Excellent help with signing in
👍 Fast service
👍 Simple and easy to use
👍 Functional and easy to use
👍 Comprehensive overview of accounts

Room to Improve

🐛 2FA required every time with Face ID
🐛 Graphs and holdings information not user-friendly
🐛 Total View lags and shows incorrect balances
🐛 App crashes frequently
🐛 Verification codes not received
🐛 Login issues, app not working
🐛 Orientation locked to landscape on iPad
🐛 Difficult to get performance information
🐛 Credit card integration is poor

Brightside Financial by Brightside Benefit, Inc

Financial Care starts here

Worth Considering

Facet: Financial Planning

4.6😞(1.5K ratings)

Free

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.

What We Love

🚀 Quick and easy to use
👍 Helpful financial assistance
💡 Useful features for Amazon employees
🤝 Great customer service

Room to Improve

🐛 Frequent app crashes and glitches
🔒 Login and access issues
⚠️ Unreliable app performance
🤕 Lack of support for account issues

More Captrust Financial Advisors apps to explore

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.

Wealthfront: Save and Invest

(22)

free

Saving, investing, stocks.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing

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.

free with in-app purchases

(17K)

EFE

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.

Fidelity workplace benefits

Manage retirement savingsAccess stock optionsView health insurance details

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

by Mainsail Financial Group, LLC

(29K)

free

Mainsail Financial Group

by C. L. Parker, Inc.

Morling Financial Advisors

by Morling Financial Advisors, LLC

by Priority Financial Group, LLC

by Peak Financial Management, Incorporated

American Dream Financial

Anchor Pointe Financial

by Uptick Partners, LLC

Geometric Wealth Advisors

by Geometric Wealth Advisors, LLC

by Beacon Pointe Holdings, LLC

Beacon Pointe Advisors

The way money should feel.

View account balances and returnsTrack transactions and transfersAnalyze investment allocations

Manage your investments and track financial advisor progress. View account balances, returns, and transactions. Gain insights into your investment allocations and see exactly what you own.