Best Center For Financial Planning Apps

Consolidated statementsBilling informationQuarterly reports

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.

Your Financial Wellness Hub

Financial Wellness Score™Personalized action plansVirtual financial coach (Aimee™)

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.

by New York City Deferred Compensation Plan

All-in-one account managementRetirement income modelingVideo education and live chat

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 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.

(1.5K)

Personal Financial Plan Wiz

by PF Wiz LLC

Project financial variables through retirementAssess alternative financial outcomesGet tips to improve financial forecast

This app helps you plan for your lifetime financial goals with a DIY approach. It allows for 'what if' analysis on various financial variables and provides tips to improve your financial forecast. Get started on saving money and assessing your financial future.

by Association For Financial Counseling and Planning Education, U.S.A.

CenterBridge Planning Group

📚 Education

(0)

by Centerbridge Planning Group, LLC

Build a Financial Plan

Goal settingProprietary likelihood scoreProprietary adequacy score

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.

by Cornerstone Planning Group, LLC

CFP Exam Prep App by Achieve

(0)

4900+ Qs & CFP Practice Tests

3600+ practice questionsCFP mock test seriesIn-depth analytics

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.

📚 Education

(121)

free with in-app purchases

Financial Fitness Passport

Budget, Track Money & Goals

Personalized Financial Fitness Score7 key financial area tracking20-lesson Financial Academy

Manage your money, track expenses, and improve your financial health with personalized guidance and educational resources. Achieve financial wellness through a comprehensive approach to budgeting, debt management, and investing.

free with in-app purchases

(5)

Coordinated Financial Planning

by Coordinated Financial Planning Corp

Seraph: Retirement Planner

(0)

Monte Carlo Money Simulator

Monte Carlo retirement simulationsComprehensive financial modelingReal US tax engine

This app simulates thousands of market futures and lifespans to estimate your chance of financial solvency in retirement. It models income, expenses, accounts, debt, and life events with a real US tax engine. Understand key insights and track your progress against your plan.

Employee Financial Wellness

Personalized financial guidanceGoal tracking and planningEducational resources (articles, sessions)

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.

(39)

Your Wealth Architect

AI financial planning

Consolidated financial overviewAI-driven financial roadmapBudget tracking and spending analysis

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.

(7)

The Standard – My Retirement

by StanCorp Financial Group, Inc.

Check account balanceMonitor retirement goal progressChange contribution amounts

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

(61)

Money - Financial Planning

Easy control income/expenses

Create custom financial plansTrack daily income and expensesVisualize financial statements with graphs

Effectively manage your income and expenses to achieve your financial goals. Plan your spending, track daily transactions, and visualize your financial health with insightful graphs and reports. This app helps you save for your dreams and become more financially responsible.

(3)