Best Dolfin Rms Apps

1.0(1 ratings)

Free

This app allows users to manage their debt relief programs efficiently. View active settlements, access documents, and track payments. Easily adjust payment schedules, including rescheduling, skipping, or increasing payments.

ParmisaK PFM by Karim Besharati

Personal Financial Manager

Worth Considering

Reduce your credit card debt

4.9😊(2.6K ratings)

Free

Manage personal and family finances by tracking incomes, expenses, and bank transactions. Organize debts, loans, assets, and budgets with detailed reporting and secure login.

What We Love

👍 User-friendly interface
🚀 Efficient and practical
💡 Useful for personal finance management
🔒 Secure and reliable
🤩 Helpful and informative

Room to Improve

🐛 Occasional bugs and crashes
🔋 High battery consumption
📝 Lack of certain features (e.g., search, SMS integration)

More Dolfin Rms apps to explore

Relief: Get out of debt

Debt eligibility analysisReduction request submissionStop collection calls

This app helps users reduce their credit card debt by negotiating with creditors and stopping collection harassment. It aims to settle debts for less, potentially reducing balances by up to 60%, and offers legal support throughout the process.

free with in-app purchases

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中银国际

by BOCI Securities Limited

Exposing Financial Fraud

Breaking fraud alertsInvestigative articlesInvestor-risk reporting

This platform provides real-time news and investigative reports focused solely on financial fraud, investment misconduct, and white-collar crime. It aggregates public records, court documents, and regulatory actions for a comprehensive fraud-focused experience.

Streamline client onboarding for law firms. Securely submit essential information, verify your identity, and complete legal forms. Get your legal matters started faster while ensuring compliance.

Secure client information submissionBiometric identity verificationLegal form completion

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.

(1)

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with competitive APYExpert-built, diversified ETF portfoliosCommission-free stock and ETF investing

Manage your savings and investments in one place. Earn competitive APY on your cash, invest in expertly built portfolios or individual stocks with zero commissions, and gain a clear view of your financial future.

(18K)

Trust & Will: Estate Planning

Start your trust or will today

Create Wills and TrustsOrganize and track assetsAccess legal documents anywhere

Create, organize, and update your estate plan from your phone. Protect your legacy and loved ones with state-specific legal documents like Wills and Trusts. Capture and track your assets easily.

free with in-app purchases

(146)

MyGreenPath

by GreenPath

View DMP status and activitySecure message centerChat with representatives

Manage your Debt Management Program (DMP) on the go. View DMP activity, communicate with representatives via secure messaging and chat, upload documents, and track your progress towards financial health. Receive important notifications and update your account information easily.

(18)

Alleviate: Real Debt Relief

100,000+ Clients. Real Results

Personalized debt relief plansDebt consolidation optionsCreditor negotiation

This app helps individuals manage and reduce their debt by providing personalized plans, creditor negotiation, and progress tracking. It offers options to consolidate debt into a single lower payment or negotiate balances down directly with creditors, aiming for significant savings.

(8)

by The Law Firm of Higbee & Associates A Professional Corporation

AdvantageLaw - Services

Add paymentsCheck creditor account statusAccept settlement terms

Manage your debt relief program on the go. Add payments, track creditor accounts, and review settlement offers directly from your mobile device. Access live chat support and helpful resources to guide you toward financial freedom.

This app helps entrepreneurs manage business finances using the Profit First cash management system. It automates fund distribution, syncs with bank accounts, and provides tools for profit, tax, and allocation planning to optimize cash flow and support business growth.

Automated fund allocationsBank account syncingAllocation percentage analysis

(6)

freemium

Private Client Services

Client portal

Secure Multi-Factor AuthenticationComprehensive account overviewInvestment results and holdings

Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.

(11)

Asset Recovery: Lost 401k

Find Old Retirement Accounts

Quickly enroll in retirement plans and manage your investments. Access loan and withdrawal options, view performance data, and track transaction history securely with biometric authentication.

Retirement plan enrollmentInvestment portfolio managementContribution changes

by Liberty Debt Relief

Manage debt relief programsView active settlementsAccess important documents

This app allows users to manage their debt relief programs efficiently. Track payments, view active settlements, and access important documents. Easily reschedule, skip, or increase payments directly through the application.

by The Penn Mutual Life Insurance Company

Manage client book of businessAccess policy informationView new business and unsubmitted applications

Manage your client book of business with this app designed for financial advisers. Access policy information, track new business, respond to requirements, and view client correspondence. Perform transactions like rebalancing and fund transfers.

(36)

MFCentral Mutual Fund App

by KFIN TECHNOLOGIES LIMITED

Unified portfolio view (SoA & Demat)Initiate service requestsTrack investment status

This app serves as India's first unified platform for managing all your mutual fund investments. It allows you to view your portfolio across all folios and initiate service requests for non-demat holdings. Access statements, track status, and manage your investments conveniently from one place.

(9)