Best Equitable Retirement Guide Apps

5.0(6 ratings)

Free

This app offers tools and resources for financial professionals and new investors to plan for a secure future. It allows customization of hypothetical scenarios, access to historical data, and creation of digital reports. Explore various retirement strategies designed for growth and income.

Equitable Mobile App by Equitable Financial Services, LLC

Advice•Protection•Retirement

Strong Contender

4.7😞(32K ratings)

Free

Manage your financial accounts, investments, and retirement plans conveniently on the go. Access account details, documents, and update your profile. Connect with your financial professional and customer service.

What We Love

👍 Easy to use
🚀 Efficient app performance
💡 Convenient account access
🔒 Secure login options

Room to Improve

🐛 Frequent crashes and bugs
⏱️ Slow loading times
🔍 Limited functionality
📱 Poor mobile optimization

NetBenefits by Fidelity Investments

Fidelity workplace benefits

Worth Considering

4.6😞(29K ratings)

Free

#76in Finance

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

What We Love

👍 Easy to use
🚀 Convenient mobile access
🔒 Secure document upload
💡 Helpful retirement planning tools

Room to Improve

🐛 Buggy and glitchy
🕸️ Feels like a mobile website, not a true app
🤔 Confusing navigation and user experience
⏱️ Slow performance and long load times

More Equitable Retirement Guide apps to explore

John Hancock Retirement

by John Hancock

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.

Easily Access Retirement Plan

Retirement roadmap guidanceMonitor retirement plan accountsManage retirement plan accounts

This app serves as a retirement roadmap, guiding users from their current financial standing to their desired future. It allows for easy monitoring and management of retirement plan accounts.

(28)

Greenleaf Trust Retirement

Retirement Account Access

Retirement account accessWealth managementTrust administration

Access and manage your retirement accounts with this financial tool. It provides specialized services for wealth management, trust administration, and retirement plan administration, focusing on long-term wealth preservation.

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.

(412K)

Facet: Financial Planning

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.

(22)

Seraph Retirement Planner

Monte Carlo Money Simulator

Monte Carlo retirement simulationsComprehensive financial modelingReal US tax engine

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.

(10)

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.

(105)

by New York City Deferred Compensation Plan

NYC DCP

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)

401k: Your Retirement Guide

Capital Financial Benefits Pro

Retirement planning guideGrowth projection calculatorRoth conversion tool

This app provides a comprehensive guide to 401(k) savings, offering tools for growth projections, Roth conversions, and step-by-step advice for common retirement scenarios. It includes interactive quizzes and an instant FAQ section to simplify financial planning.

🔧 Utilities

(13)

paid

MAG Retirement Income Plus

by Melia Advisory Group LLC

(0)

Retirement Success Graph

Plan Decades in Seconds

Monte Carlo modeling with 100+ years of economic dataPrivacy-first architecture, no data leaves deviceGuided 'Guide Me' interview mode for mistake-free planning

This app offers professional retirement planning using advanced Monte Carlo simulations and historical economic data. It stress-tests your financial independence plan with privacy-first architecture, ensuring no data leaves your device. Features include guided planning and what-if analysis.

(5)

ASC Trust

by ASC Trust, LLC

Retirement plan managementCheck retirement balanceView investments

Manage your employer-sponsored retirement plan on the go. Check your retirement balance, view investments and contributions, and communicate securely within the app.

by Equitable Trust Company, Inc.

Account data accessConnect with financial teamOn-the-go access

Access your financial information and connect with your advisor on the go. This mobile portal provides secure access to your account data anytime, anywhere. Clients require login credentials from their advisor to use the app.

Manage your 401(k) retirement savings with ease. Track your balance, adjust investments, and generate savings projections. Get personalized recommendations and update beneficiaries securely.

View account balance and gains/lossesReview and adjust investment allocationsGenerate savings projections

Access your 401(k) anytime

Set up 401(k) in minutesAccess and manage contributionsInvest in recommended portfolios

Easily set up and manage your 401(k) retirement account directly from your phone. Track progress, adjust contributions, and consolidate savings from other accounts. Invest with confidence through guided portfolio selection and automatic rebalancing.

(1.9K)

Retirement Advisor

Retirement calculator

Retirement savings projectionsEarly retirement scenario testingSocial Security optimization

Plan your financial future with a powerful savings and retirement simulator. Get year-by-year projections, test early retirement scenarios, and optimize Social Security claims. Visualize savings growth and understand the impact of taxes and contributions.

Participant Account Access

Check account balancesView investment performanceMonitor contributions

Access your employer-sponsored retirement plan account on the go. View balances, track investments, monitor contributions, and manage your account securely. Perform transfers and make allocation changes with ease.

(997)