Best Center For Financial Planning Apps

City Center Financial

by City Center Financial, LLC

Free

This app provides clients of a retirement planning firm with secure access to their financial information. View consolidated statements, billing details, and quarterly reports to stay informed about your retirement planning progress.

CFP Exam Prep App by Achieve

4900+ Qs & CFP Practice Tests

Free

Prepare for the Certified Financial Planner exam with over 3600 practice questions, mock tests, and detailed analytics. Master key financial planning concepts and track your progress to ace the exam.

NYC DCP

by New York City Deferred Compensation Plan

Free

Manage your retirement, health savings, and investment accounts alongside external financial accounts in one secure, personalized platform. Access interactive tools, educational resources, and investment advice to confidently plan for your financial future.

Financial Finesse

Your Financial Wellness Hub

Free

This app acts as a personal financial coach, offering a wellness score, personalized action plans, and access to virtual and human coaches. It provides step-by-step guides for major life events and helps users reduce financial stress.

Domain Money

Your finances, handled for you

Free

Receive personalized financial plans and expert guidance from certified professionals. This app offers custom strategies for every life stage, with clear, actionable steps and bank-level security.

Troutwood

Build a Financial Plan

Free

This app helps individuals create personalized financial plans to achieve their goals. It offers features like goal setting, proprietary scoring for likelihood and adequacy, and budget creation based on location-specific data. Explore career and college options to build hypothetical plans for your financial future.

Your Wealth Architect

AI financial planning

Free

This app consolidates your financial accounts, budgets, and goals into a single, clear roadmap. It uses AI to help you understand your spending, plan for retirement, and make informed financial decisions without needing to manage multiple spreadsheets.

Brightside Financial

Financial Care starts here

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.

BrightPlan

Employee Financial Wellness

Free

Gain control of your finances with personalized guidance, goal tracking, and a tailored plan. Access educational resources, AI-powered coaching, and investment advice. Securely manage your budget, monitor spending, and view all accounts in one place.

Bippit - Financial Wellbeing

Guidance, Planning & Budgeting

Free

Access 1-on-1 financial coaching, track your spending, and plan for your future goals. Get expert guidance and resources to improve your financial wellbeing in a secure and confidential environment.

FPA Publications

by Financial Planning Association (The)

Free

Access leading financial planning journals and research. Stay updated with industry insights, practical advice for new planners, and rigorous academic studies. Content is free for FPA members.

The Standard – My Retirement

by StanCorp Financial Group, Inc.

Free

Manage your retirement savings with this app. Track your balance, monitor progress toward goals, and adjust contributions. Review investment performance and access planning tools.