Best Easy Finance Wealth Planner Apps

Empower ®

Plan, save, invest, retire

Free

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.

Facet: Financial Planning

Flat fee, CFP®, investing

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.

Plante Moran Wealth

by PMFA INC

Free

Access your investment portfolio and financial information on demand. Add and view all financial assets and liabilities in one place, and access important documents and team contact details. This app is exclusively for clients of Plante Moran Financial Advisors.

Finn: AI Wealth Manager

Track, manage & build wealth

Free

This app is an intelligent personal wealth manager that simplifies investing and provides powerful financial tools. It helps users analyze, discover, and trade stocks, ETFs, crypto, and bonds, while also tracking all financial accounts in one place.

Ask Dolly

By Your Rich BFF

Free

This financial companion offers personalized guidance by integrating your accounts, providing live market insights, and delivering customized portfolio recommendations. It aims to make financial wisdom fun and accessible, with options for AI chat and access to certified financial planners.

Alphanso Wealth

Financial planning & advisory

Free

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.

Edward Jones

Track your goals on-the-go

Free

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

NYC DCP

by New York City Deferred Compensation Plan

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.

Seraph Retirement Planner

Monte Carlo Money Simulator

Free

This app simulates thousands of market futures and lifespans to estimate your chance of financial solvency in retirement. It models income, expenses, accounts, debt, and life events with a real US tax engine. Understand key insights and track your progress against your plan.

Cube Wealth: Financial Planner

Savings and Investment Guide

Free

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.

Octavia Wealth Advisors

by Octavia Wealth Advisors, LLC

Free

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.

Flourish Wealth

by FLOURISH WEALTH MANAGEMENT INC

Free

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.