Best Create Smsf Apps

0.0(0 ratings)

Free

SMSF Live – Track super wealth by SMSF live Pty Limited

Your super wealth in real time

Strong Contender

0.0(0 ratings)

Free

SMSF Live – Track super wealth screenshot 1

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This platform provides trustees with real-time access to their Self Managed Super Fund's financial position and performance. It simplifies administration, allowing users to track investments from anywhere, on any device, and easily communicate with SMSF specialists.

Voya by Voya Services Company

Worth Considering

Mobile access for BGL Clients

4.7😞(191K ratings)

Free

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

What We Love

🚀 Intuitive user interface
🔒 Robust security features
💡 Retirement planning tools
👍 User-friendly navigation

Room to Improve

🐛 Frequent app crashes and system unavailability
👎 Lack of transparency in account details
🕰️ Slow performance and loading times
📊 Limited investment performance history

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Engage by BGL

Track InvestmentsRespond to QueriesView Member Contribution & Pension Data

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Retire on your terms.

View account balancesRoll over fundsChange contributions

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Account managementMobile check depositMoney transfers

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Automated savings goalsSmart budgeting rulesInvest in ETFs

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by Smart Financial Credit Union

Smart Financial Mobile

Account access anytime, anywhereTransaction managementFund transfers

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View account balanceReview fund performanceUpdate contribution rate

Access your retirement account on the go. View your balance, track fund performance, and easily update your contributions and password directly from your mobile device.

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Investments & Cash Accounts

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts

Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

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Manage retirement plan accountView account balance and historyUpdate contribution rates

Manage your retirement plan securely and conveniently on the go. Access account details, make changes, and set financial goals with real-time projections. Utilize educational resources for personal finance and wellness.

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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.

Access valuation & documents

Secure document access and uploadSecure client-adviser messagingCloud storage for financial documents

Securely access and manage financial documents, personal records, and investment portfolio details on your mobile device. Communicate with advisors through a safer messaging system and store important files in the cloud.

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