Best Coordinated Financial Planning Apps

BPAS University

The Road to Financial Security

Free

Embark on the path to financial security with BPAS U, offering virtual classrooms, modeling tools, risk assessments, quizzes, research resources, and notifications to simplify retirement and benefit planning. Start saving early and optimize your financial future with BPAS U.

Wealthfront: Save and Invest

Saving, investing, stocks.

Free

An application for saving, investing, and trading in stocks with high interest rates for cash savings, automated portfolio management for low-risk bond ETFs, personalized automated index fund investments, and commission-free stock investing. It offers a streamlined approach to managing finances and building wealth in one place. Start managing your finances smarter today!

EFE

Your Investment Advisor

Free

Access your account information quickly and easily with EFE, your personal investment advisor. Stay on top of your financial goals and track your progress effortlessly. Download now for seamless account management.

Buddy: Money & Budget Planner

Money Manager & Tracker

Free

Manage your finances efficiently with our intuitive budget planner app. Track expenses, set savings goals, and stay on top of your financial health easily. Take control of your money today!

Domain Money

Your finances, handled for you

Free

Get expert financial planning tailored to your needs with flat-fee, judgment-free services. Our certified advisors create custom plans for every stage of life, providing actionable steps for financial success. Contact support@domainmoney.com for assistance.

Financial Finesse

Your Financial Wellness Hub

Free

This financial wellness app helps users take control of their financial life with a personalized approach, offering a virtual financial coach, actionable steps, and expert guidance to achieve financial goals. By downloading the app, users can discover their financial wellness score, get tailored advice, and work towards a stress-free financial future.

BrightPlan

Employee Financial Wellness

Free

This employee financial wellness application provides personalized financial guidance, tracking, and planning to help reduce financial stress and build confidence. It offers educational resources, a digital financial coach, budgeting and spending tools, investment guidance, and secure data protection to support individuals in achieving their financial goals.

Troutwood

Build a Financial Plan

Free

Troutwood is a personal financial planning app that helps individuals create, model, and implement custom-built financial plans to achieve important goals. Users can explore various financial scenarios, build hypothetical plans, and convert them into actionable financial strategies using the app's features like "My Dashboard" and Five Shields of Financial Security. Start building your financial future today with Troutwood! Dream big, build a plan, and make it happen!

M1: Invest & Bank Smarter

Manage Money, Build Wealth

Free

An investment app designed to help users easily track and manage their investment portfolios with real-time updates, personalized recommendations, and insightful analytics. Start making informed investment decisions today with our user-friendly platform.

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.

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.

Northwestern Mutual

by THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY INC

Free

Quickly manage your Northwestern Mutual accounts on the go with the app. View investment account history, insurance policy details, and make premium payments easily. Download now for seamless financial management.

Capital Group PlanPremier401k

Manage your 401k

Free

This app is designed for American Funds PlanPremier participants to manage their 401k accounts. Users can view key account details, make account changes, access forms, and utilize various account management tools.

Finhabits: Invest My Money

Invest, Learn, and Protect

Free

This application helps users invest for the future, sign up for affordable health insurance plans, and learn smart financial habits. Join to master your money habits with automated investments, healthcare options, and educational resources.

Thrivent Financial

Manage your money with purpose

Free

Access and manage your Thrivent accounts, monitor investments, and direct Choice Dollars easily from your phone with the secure Thrivent Mobile app. Align financial solutions with your needs and priorities to achieve what matters most for you and your community. Start managing your money with purpose today!

Start Right Retire Right

by BOK Financial Corporation

Free

Manage your retirement plan on the go with the Start Right app. Access account information, track balance and activity, set security passwords, and more. Download now for iPhone (iOS 14 or later) to get started!

Beanstox: Automated Investing

Seriously Simple Investing®

Free

Automated Investing app offering over 5% on savings, personalized expert-built portfolios, and investments in 500 major US companies. Start with free Power Savings for 5% savings or free Stocks 500 for automated investing in a selection of US companies.