Best Dvorak Financial Apps

0.0(0 ratings)

Free

Facet: Financial Planning by Facet Wealth, Inc

Flat fee, CFP®, investing

Strong Contender

4.9(22 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.

NYC DCP by New York City Deferred Compensation Plan

Worth Considering

Personal Financial Manager

4.8😐(12K ratings)

Free

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.

What We Love

👍 Easy to navigate
🚀 Quick access to account information
💡 Ability to see account balance changes
👍 Excellent app for retired city employees

Room to Improve

🐛 Frequent system unavailability issues
🐛 Compatibility issues with newer iOS versions
🐛 Slow and glitchy performance
🔍 Limited investment research and analysis tools

More Dvorak Financial apps to explore

ParmisaK PFM

Income and expense trackingFamily member financial managementDebt and loan management

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

by Voya Services Company

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling

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.

(188K)

Personal Financial Plan Wiz

by PF Wiz LLC

Project financial variables through retirementAssess alternative financial outcomesGet tips to improve financial forecast

This app helps you plan for your lifetime financial goals with a DIY approach. It allows for 'what if' analysis on various financial variables and provides tips to improve your financial forecast. Get started on saving money and assessing your financial future.

Certified Financial Group

Plans.TheApp Financial Planner

Plan, Budget, Track & Forecast

Advanced financial forecasting up to 30 yearsTest "what-if" life scenariosDebt and asset management tools

This app helps you visualize your financial future by forecasting cash flow, net worth, and debt over decades. Test "what-if" scenarios for major life events and manage debts and assets with various strategies. Collaborate with partners and generate detailed reports.

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)

Albert: Budgeting and Banking

Organize. Budget. Save.

Budgeting and expense trackingAutomatic savings and investing24/7 identity and account monitoring

Manage your finances with an all-in-one app for budgeting, saving, and investing. It offers 24/7 identity monitoring, high-yield savings accounts, and an AI financial assistant to help you organize your money.

Center for Financial Planning

(333K)

subscription

by Center for Financial Planning, Inc.®

Your Wealth Architect

AI financial planning

Consolidated financial overviewAI-driven financial roadmapBudget tracking and spending analysis

This app consolidates your financial accounts, budgets, and goals into a single, clear roadmap. It uses AI to help you understand your spending, plan for retirement, and make informed financial decisions without needing to manage multiple spreadsheets.

(8)

Financial Plan: to-do list

by Dmitry Nazarov

Create and edit to-do listsSet task deadlinesTrack income and expenses

Manage your daily tasks and finances with this intuitive to-do list application. Organize projects, set deadlines, and track income and expenses to maintain control over your affairs.

🌟 Lifestyle

(2)

OneEleven Financial Wellness

Your Dedicated Financial Coach

Dedicated financial coachWeekly check-insText & video access to coach

This app offers personalized financial coaching and smart tools to help you transform your relationship with money. Get paired with a dedicated coach for weekly check-ins, personalized plans, and access to budgeting tools and educational content.

free with in-app purchases

(324)

Empower ®

Plan, save, invest, retire

Consolidated account viewRetirement planningBudget tracking

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

free with in-app purchases

(412K)

EFE

Your Investment Advisor

Track retirement goal progressView total portfolio and account detailsLink outside accounts

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.

Your finances, handled for you

Expert financial guidanceCustom financial plansActionable steps

Receive personalized financial plans and expert guidance from certified professionals. This app offers custom strategies for every life stage, with clear, actionable steps and bank-level security.

free with in-app purchases

(295)

Amplified Planning

by Moore Media Consulting Group LLC

📚 Education

GreenPath Financial Wellness

by GreenPath, Inc.

Personalized financial plan creationGoal setting and trackingFinancial wellness coaching

This app helps you create and follow a personalized financial plan. It guides you through financial wellness themes, identifies gaps, and helps you set and achieve goals with minimal weekly time commitment.