Best Comerica Financial Advisors Apps

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

Facet: Financial Planning by Facet Wealth, Inc

Flat fee, CFP®, investing

Strong Contender

4.9(77 ratings)

Free

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.

EFE by Edelman Financial Engines, LLC

Your Investment Advisor

Worth Considering

Ameriprise Advisor Deposit

4.6😐(7.7K ratings)

Free

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.

What We Love

👍 User-friendly
🚀 Easy to navigate
💡 Comprehensive account information
🔒 Secure login process
🚀 Convenient mobile access

Room to Improve

🐛 Inconsistent data updates
🔍 Limited functionality compared to website
🔍 Difficulty linking external accounts
🔍 Lack of detailed investment performance data
🔍 Confusing retirement projections

More Comerica Financial Advisors apps to explore

by Ameriprise Financial, Inc.

Client check depositsSecure login with Ameriprise credentialsFacilitates financial transactions

This application is designed exclusively for Ameriprise Financial Advisors and their staff. It streamlines the process of depositing checks directly into client accounts. Access requires valid Ameriprise credentials.

(84)

Wealthfront: Save and Invest

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

(18K)

M1: AI Wealth Management

AI financial advisor built in

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing

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.

free with in-app purchases

(75K)

CapTrust Financial Advisors

by CapTrust Financial Advisors (Holland)

View investment accountsManage financial informationSecure mobile access

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.

Securely access and manage your Primerica Advisors managed investment accounts on your mobile device. Review portfolio performance, holdings, transaction history, and important documents anytime, anywhere.

Secure client account accessView portfolio performanceAccess holdings and transaction history

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.

(1.7K)

Frazier Financial Advisors

by Frazier Financial Advisors, LLC

Interactive financial dashboardDynamic investment reportsSecure document vault

Manage your complete financial picture with an intuitive dashboard, interactive reports, and secure document storage. This app offers budgeting tools and a central place to communicate with your financial advisor.

by C. L. Parker, Inc.

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.

(9)

Prime Capital Financial

Market trend contentFinancial planning topicsTeam Zoom calls

Stay informed with timely content on market trends and financial planning. Connect with your team via direct messaging and scheduled Zoom calls. Access resources and receive alerts for important events.

(3)

Anderson Financial Strategies

Certified Financial Group

(0)

Legacy Financial Advisors

(0)

Legacy Financial

View financial newsfeedAttend Zoom calls with advisorAccess eMoney client portal

This app provides clients with a secure portal to access and manage their financial information. It allows for direct communication with advisors, access to market insights, and the ability to view performance reports and news.

(4)

Trump Accounts: Official App

Invest in your child’s future

Open accounts for eligible childrenAutomatic investment in long-term fundsTrack contributions and monitor performance

This app helps eligible American children start building long-term financial growth. It allows for contributions from family, friends, and employers, automatically investing funds for long-term growth. At 18, the account converts to a Traditional IRA.

CRM for Financial Advisors

Client relationship managementContact management with quick actionsRedesigned calendar and task management

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

💼 Business

(1.7K)

My Financial Advisor -Blueleaf

Your Advisor, Always There.

Real-time advisor updatesPortfolio performance trackingAccount balance aggregation

Access your complete financial life and communicate directly with your advisor. Receive real-time updates, track portfolio performance, and stay informed about market insights and planning tips. This app provides a transparent and convenient way to manage your finances and engage with your financial professional.

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.

(40)