Best Easy Finance Wealth Planner Apps

0.0(0 ratings)

FreeIn-App Purchases

Easy Finance Wealth Planner screenshot 1

Easy Finance Wealth Planner screenshot 2

Easy Finance Wealth Planner screenshot 3

Easy Finance Wealth Planner screenshot 4

Easy Finance Wealth Planner screenshot 5

Easy Finance Wealth Planner screenshot 6

Wealthfront: Save and Invest by Wealthfront

Saving, investing, stocks.

Strong Contender

4.8😊(18K ratings)

Free

Wealthfront: Save and Invest screenshot 1

Wealthfront: Save and Invest screenshot 2

Wealthfront: Save and Invest screenshot 3

Wealthfront: Save and Invest screenshot 4

Wealthfront: Save and Invest screenshot 5

Wealthfront: Save and Invest screenshot 6

Manage your savings and investments in one place. Earn competitive APY on cash deposits, invest in diversified portfolios or individual stocks with zero commissions, and get a holistic view of your financial future.

What We Love

🚀 Fantastic HYSA and Robo-Advisor
👍 Impressive money managing app
👍 Phenomenal app for people trying to reach financial goals
👍 Great Robo Investing App
👍 My favorite Finance App, period
👍 Awesome way to save and invest!
👍 Saving for my generation
👍 Very Functional and Easy to Use

Room to Improve

🚫 Not good for IRA and investing accounts
🚫 Great APY, Terrible Features and Compatability
🐛 Alas...
🚫 Constant relink makes this pointless
🐛 Failed identity verification - poor support. Can't open account. Need bug fix.
🐛 Constant relink makes this pointless
🐛 Horrible Returns
🚫 No control over investments

Your Wealth Architect by Wealth Architect, Inc.

Your money assistant, by text

Worth Considering

Plan, save, invest, retire

5.0(18 ratings)

FreeIn-App Purchases

This app provides a comprehensive financial roadmap by consolidating accounts, budgets, and goals. It offers AI-powered insights and guided conversations to help users understand their net worth, spending, savings plans, and retirement prospects. Stay informed with personalized daily briefs and home screen widgets.

More Easy Finance Wealth Planner apps to explore

Empower ®

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

(425K)

Plante Moran Wealth

by Plante Moran Financial Advisors

On-demand portfolio accessView financial assets and liabilitiesDocument access

Access your investment portfolio and financial information on demand. View all your assets and liabilities in one place, access important documents, and connect with your financial advisory team. Stay informed with wealth management insights.

Financial planning & advisory

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

This app offers personalized financial planning and wealth management using AI and expert advice. It helps users achieve financial goals like retirement, tax optimization, and estate planning with a flat-fee subscription model.

Facet: Financial Planning

(90)

subscription

Flat fee, CFP®, investing

Personalized financial roadmapCFP® professional guidanceInvestment management

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.

by NewEdge Wealth, LLC

Wealthfolio: Private Finance

(0)

Local-first Investment Tracker

Investment trackingNet worth calculationBudgeting and spending analysis

A private personal finance tracker that consolidates investments, net worth, budgeting, spending, and goals into a single, beautifully designed application. It offers smart insights and an AI assistant, with all data kept locally on your device.

by New York City Deferred Compensation Plan

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.

(12K)

PlanMode: Retirement Planner

Long-term Financial Planning

Lifetime wealth projectionsRetirement savings gap analysisScenario testing for financial decisions

This app helps you plan for your financial future by projecting your wealth over your lifetime. It analyzes potential shortfalls in retirement savings and allows you to test various financial scenarios to ensure you have sufficient resources.

free with in-app purchases

(105)

Cube Wealth: Financial Planner

Savings and Investment Guide

Wealth managementInvestment planningRetirement planning

This app helps you manage your wealth, investments, and retirement planning through a unified platform. It leverages expert insights and a proprietary algorithm to assess your finances, identify risk levels, and guide you toward optimal investment strategies across various asset classes.

Enrich: Portfolio Tracker

Retirement & investing planner

Connect brokerage accountsSet financial goalsLink investments to goals

Automate investment tracking and goal management for passive investors. Connect brokerage accounts, set financial goals, and receive alerts for rebalancing and tax optimization. Designed for those who want control with less manual work.

by Ameriprise Financial, Inc.

Track asset value and account summaryView portfolio allocation and performanceConnect with financial advisor

Manage your finances and connect with your advisor on the go. Track your total asset value, view account details, and monitor your financial goals. Securely share documents, communicate with your advisor, and even sign documents electronically.

(37K)

by Octavia Wealth Advisors, LLC

Octavia Wealth Advisors

Secure account accessInteractive financial reportsDocument vault

Access your financial accounts securely and manage your wealth with interactive reports and a document vault. Connect with your client team through a user-friendly mobile dashboard for a comprehensive financial overview.

(1)

River Wealth Advisors

by River Wealth Advisors

Interactive financial dashboardDynamic investment reportsSecure document vault

Manage your finances with an intuitive dashboard, secure document vault, and interactive reports. This app offers budgeting tools and a comprehensive overview of your financial picture in a secure, easy-to-use mobile interface.

Teaching You How to Keep More

by Flourish Wealth Management Inc.

Real-time account informationInvestment holdings viewPerformance tracking

Access your financial accounts and investment performance on the go. View real-time holdings, quarterly statements, and utilize financial planning tools. This app provides a convenient way to manage your wealth from anywhere.

by Skybound Life Management DMCC

Investment trackingFinancial planning toolsAdvisor connection

Manage your finances with a comprehensive wealth management tool. Track investments, view your complete financial picture, and connect with your financial advisor. Access curated financial insights and manage key actions digitally.

(0)