Best Fiduciary Apps

4.2(10 ratings)

Free

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Manage your wealth and investment accounts securely on the go. View balances, holdings, and recent transactions. Safely share documents with your financial team through a digital vault.

Fiduciary by Fiduciary11

Strong Contender

0.0(0 ratings)

Free

Fiduciary Financial Advisors by Action Point Financial Planning, LLC

Worth Considering

Fiduciary Trust Account Access

0.0(0 ratings)

Free

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More Fiduciary apps to explore

by Fiduciary Trust Company

View market valueCheck positionsReview recent transactions

Access your financial account information on the go. View market value, positions, recent transactions, and important documents securely. Contact your advisor for login help.

Get credit for your work

Client selection from plan listTrack meeting, prep, and travel hoursAdd additional staff hours

This app allows licensed users to track client meetings, preparation time, and travel hours for defined contribution plans. It integrates with benchmarking reports, providing a log of all work and meetings for each plan. Users can add notes and staff hours for comprehensive record-keeping.

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by KMG Fiduciary Partners, LLC

KMG Fiduciary Partners

Secure account accessView financial allocationsAccess important documents

Securely access your financial accounts, allocations, and documents. This app is exclusively for clients of KMG Fiduciary Partners, offering customized information and easy account management.

by Professional Fiduciary Association of California

Portfolio, Stocks & Crypto

💼 Business

(0)

Sumio: Net Worth Tracker

Automatic key metrics calculationDynamic watchlist with real-time updatesIntelligent gains & losses tracking

This AI-powered finance app simplifies portfolio tracking and net worth management. It offers automatic calculation of key financial metrics, dynamic watchlists with real-time market updates, and intelligent tracking of gains and losses. Visualize your financial health with comprehensive allocation insights and proactive notifications.

free with in-app purchases

(0)

CTFA Trust & Fiduciary Advisor

Practice Questions & Exam Prep

Wealth Management • Taxes

Connect with Wealth AdvisorsRead and share investing articlesWatch investment education videos

This app serves as an educational resource for investors, offering personalized wealth management advice and tools. It provides access to expert interviews, investment articles, and interactive surveys to help users understand evidence-based investing strategies and achieve their financial goals.

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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.

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FiduciarySignal: 401(k) Leads

by Cortney Daniels

AI-powered switch risk scoringPlan fee benchmarkingDecision-maker contact details

This AI-powered tool provides financial advisors with actionable intelligence on 401(k) plans. It analyzes public filings to identify plans most likely to switch providers, offering insights into fees, funding, and decision-maker contacts.

💼 Business

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AI financial advisor built in

M1: AI Wealth Management

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

free with in-app purchases

(75K)

Corebridge

Action is everything.

Retirement readiness assessmentPersonalized financial dashboardEasy plan enrollment

Manage your retirement savings and financial goals on the go. Track your progress, make adjustments to your contributions and investments, and access educational resources to improve your financial wellness.

by The Fiduciary & Investment Risk Management Association, Inc.

Professional business service

Fidelity workplace benefits

Manage retirement savingsAccess stock optionsView health insurance details

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.

(29K)

Private Client Services

Client portal

Secure Multi-Factor AuthenticationComprehensive account overviewInvestment results and holdings

Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.

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.

Self-Directed IRA Management

Portfolio dashboard with real-time valuationsInvest in real estate, private equity, precious metalsFund IRA via transfers, rollovers, or contributions

Manage your self-directed IRA portfolio with alternative assets like real estate and precious metals directly from your mobile device. Track investments, fund your account, access documents, and connect with your account team for support.

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