Best Fhb Wealth Management Apps

4.6😞(7K ratings)

Free

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.

What We Love

💎 Consistent growth
🤝 Exceptional customer service
📚 Great education and content
🔍 Unique investing strategies
🤖 Personalized, thoughtful, simple next generation investing

Room to Improve

💰 High membership and advisory fees, with less ROI
🔒 Locked funds and strategy
🔄 Changing policies and fees
🕰️ Difficult to get money out
🤖 Garbage user interface
🚫 Scam, stay away

Wealthfront: Save and Invest by Wealthfront

Saving, investing, stocks.

Worth Considering

Track, manage & build wealth

4.8😊(17K ratings)

Free

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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.

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

More Fhb Wealth Management apps to explore

Finn: AI Wealth Manager

Intelligent stock picks with Finvest ScorecardSmart discovery of investment themes and recommendationsDeep portfolio insights and risk analysis

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.

(326)

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UBS Wealth Management

by UBS AG

Account and cash managementBudgeting and spending trackingFinancial tools

Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.

by Reston Wealth Management, LLC

by SGH Wealth Management, LLC

SGH Wealth Management

Detailed portfolio performance and analyticsAggregate and connect outside accountsDirect access to retirement plan

Effortlessly monitor your investments and financial picture with next-generation portfolio reporting. Your financial information is kept safe and secure with financial-grade encryption and SSL. Access detailed performance analytics, connect outside accounts, and utilize advanced financial planning calculators.

by GBM Wealth Management, Inc.

Wealth Portal by Elite Wealth

by Left Brain Wealth Management, LLC

by MJP ASSOCIATES, INC.

by MD Wealth Management, LLC

Secure client portalPortfolio trackingInvestment management

Access your financial portfolio and manage investments through a secure client portal. Track account performance, view statements, and stay updated on your financial goals. Designed for existing clients to easily manage their wealth.

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.

Investable: Save & Invest

(9)

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Invest with every paycheck.

Shriram Wealth Application

Mutual fund investmentsBond and equity tradingLife and general insurance

This app provides comprehensive wealth management solutions, including investment options like mutual funds, bonds, and equities, alongside insurance and estate planning services. It aims to help users grow, diversify, and protect their financial assets with personalized strategies.

by Proven Wealth Limited

Expert financial adviceInvestment insightsAsset management expertise

Access expert financial advice and investment insights from a team with decades of experience managing billions of dollars. Benefit from know-how across asset management, corporate finance, and stock brokerage.

📡 News

(2)

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Meritas Wealth Management

by Meritas Wealth Management LLC

Heartwood Wealth Advisors

by Heartwood Wealth Advisors

Investment portfolio accessSimple interfaceClean design

Access your investment portfolio data through a streamlined and intuitive mobile interface. This application is designed for authorized clients to view their financial information with ease.

by Bradley Wealth Management, LLC

Financial picture dashboardInvestment trackingDocument storage

View your complete financial picture with an intuitive dashboard for investments, documents, and reporting. This secure app provides financial expertise and tools to help you make educated decisions about your future.

Global Financial Advisory Firm