Best Certified Financial Group Apps

Brightside Financial

Financial Care starts here

Free

Get personalized financial care and support tailored to your needs with this unique platform. Improve your financial health, manage debt, and save money effortlessly. Start your journey to financial well-being today!

Johnson Financial Group

by Johnson Financial Group, Inc

Free

Access your accounts with ease using the Johnson Financial Group mobile app. Manage your finances, transfer funds, pay bills, and more all in one secure digital platform. Download for free and experience convenient banking on-the-go.

Magnifi Financial

by Magnifi Financial Credit Union

Free

Access your finances conveniently with our app! View balances, transfer funds, deposit checks, pay bills and loans, manage cards, and more. Try it today!

Principal®

Retire on your terms.

Free

Manage your retirement savings conveniently with our app, offering quick access to account information, personalized retirement tracking, financial education, and insurance details. Take control of your financial future with ease.

Goldman Sachs Wellness

Ayco Financial Wellness

Free

This application provides personal financial guidance to help users improve their financial wellness, offering tools, seminars, and coaching to tackle areas such as saving for emergencies or paying off debt. Registering is easy and free, allowing users to assess their financial situation, set goals, and take action to achieve financial stability.

MFS - MTG Financial Services

by Mortgage Financial Services, LLC

Free

This mobile app allows users to manage their mortgage experience, connect with agents and lenders, and calculate suitable mortgages. Download the app to take control of your mortgage process and streamline your financial management.

Mutual of America Fin Group

by MUTUAL OF AMERICA LIFE INSURANCE COMPANY

Free

Access your employer-sponsored retirement account with ease through this app by Mutual of America Financial Group. Check your balance, investment details, loan information, and more conveniently 24/7. Make changes through the app or visit mutualofamerica.com for further options.

iConnections LLC

The Alts Industry Network

Free

Connect with a global investment community to access unique opportunities easily. Schedule video meetings, share documents, and track interactions in a secure and information-rich environment. Join iConnections today to invest in progress.

Cube Wealth: Financial Planner

Savings and Investment Guide

Free

This application helps you manage your wealth, investments, and retirement planning through a unified platform, providing access to expert financial planners and a variety of investment options. By leveraging its proprietary algorithm and guidance from experienced consultants, you can build a diversified portfolio that aligns with your goals and risk tolerance, securing your financial future.

Private Client Services

Client portal

Free

This mobile app allows clients to access their account information on-the-go, providing a secure and comprehensive overview of their investments, transactions, and results. With the app, clients can stay up-to-date on their holdings, view research insights, and easily contact their team, all through a secure and user-friendly portal.

Crowded Banking

Banking for nonprofits

Free

Effortlessly manage your nonprofit's finances with an intuitive online platform that consolidates payments and expenses, freeing you from financial burdens. Set up a free digital banking account and streamline your financial tasks to focus on what truly matters for your group.

Prime Capital Financial

Prime Capital Financial

Free

This financial app provides a user-friendly platform for clients to stay updated on market trends and financial planning topics, with features such as newsfeed, direct messaging, and resource access. By using this app, clients can gain valuable insights, communicate with their team, and receive important alerts and updates to help them make informed financial decisions.

MyRepChat

Compliant Text Messaging

Free

Easily communicate with clients and colleagues through a compliant text messaging platform that meets financial industry standards. Retain conversations, generate reports, and provide a seamless texting experience for clients without additional software installation.

Fi Money: Open Account Online

Track Expenses & Invest Money

Free

Track expenses, manage budgets, and open an account online with ease using this powerful financial application. Take control of your finances today!

CFI: Real-World Finance

Finance & Accounting Courses

Free

The application provides an exclusive, comprehensive, and interactive finance education platform for CFI members, offering a seamless and personalized learning experience on their mobile devices. It features a wide range of courses, interactive materials, and the ability to earn certificates, allowing users to enhance their finance expertise anytime, anywhere.