Best Evergreen Gavekal Apps

0.0(0 ratings)

Free

NetBenefits by Fidelity Investments

Fidelity workplace benefits

Strong Contender

4.6😞(29K ratings)

Free

#53in 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

Facet: Financial Planning by Facet Wealth, Inc

Flat fee, CFP®, investing

Worth Considering

4.9(29 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.

More Evergreen Gavekal apps to explore

401GO

401k plan management

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

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

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)

Long Angle

by ANGLE LONG INC

High net worth investor communityConfidential knowledge sharingNetworking opportunities

Connect with other high net worth individuals for confidential financial knowledge sharing and networking. Discuss wealth preservation, tax strategies, asset allocation, and alternative investments. Access exclusive opportunities in private markets and attend live and virtual events.

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.

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

Retirement plan managementCheck retirement balanceView investments

by Clear Trail Advisors, LLC

Secure portfolio accessView account balancesTrack investment performance

Securely access your financial portfolio and account information. View balances, performance, and holdings with an intuitive interface. Stay informed about your financial plan anytime, anywhere.

(5)

Investing, Wealth Management

Titan: Your Wealth Team

Dedicated advisory teamProfessional investment managementAutomated cash management

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

Workplace | American Century

(7K)

freemium

Employer Retirement Plans

View account balancesTrack investment performanceReview transaction history

Track your employer-sponsored retirement plan investments and monitor your progress towards your financial goals. Make informed decisions by viewing account balances, performance, and transaction history. Easily adjust your investments and future contribution allocations on the go.

Raisin: Earn More on Cash

(2)

ad-supported

Savings, CDs, and More

Discover high-yield savings accountsCompare CD ratesManage multiple accounts from one login

This app helps you grow your savings by connecting you to high-yield accounts and CDs from multiple FDIC-member banks and NCUA-member credit unions. Manage all your deposits, compare rates, and simplify tax reporting from a single, secure dashboard with no added fees or minimums.

free with in-app purchases

(86)

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

free with in-app purchases

(17K)

Alphanso Wealth

Financial planning & advisory

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

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.

American Trust ParticipantLens

(90)

subscription

by LT Trust

Monitor account detailsManage investment electionsTrack retirement assets

Manage your retirement savings and investments conveniently from your mobile device. Monitor account details, track investment elections, and take control of your financial future anytime, anywhere.

by Paradigm Press, LLC

Independent financial analysisAccess to articles and researchEditor portfolios and trade alerts

Gain financial insights and stay ahead with independent analysis of future trends. Access articles, updates, and editor insights on the go to build and protect your wealth. Receive instant alerts for major developments and editor trade alerts.

by Equity Trust Company

View IRA balances and asset valuesTrack investment activityRequest investments and distributions

Manage your self-directed IRA and retirement accounts on the go. View balances, track investments, and perform transactions for traditional and alternative assets. Securely access your account information and manage beneficiary details.

(1)

Laurel Oak Wealth Management

by Laurel Oak Wealth Management LLC

View all assets in one placeTrack progress toward financial goalsAccess important documents

Access your financial portal securely to manage your assets, track progress towards goals, and stay connected with your advisory team. This app provides a client-friendly way to keep your finances organized and accessible anytime, anywhere.

(1)

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.

by Excel Net Solutions Private Limited

Mutual fund scheme informationFund objective and featuresReturn performance tracking

Access detailed information on Indian mutual fund schemes, including objectives, performance, and holdings. Compare fund returns and utilize financial calculators. Investors can also manage their portfolios online.

(236)