Best Fiduciary Apps

Fiduciary Trust Account Access

by Fiduciary Trust Company

Free

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

Fiduciary Decisions

Get credit for your work

Free

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.

KMG Fiduciary Partners

by KMG Fiduciary Partners, LLC

Free

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.

Index Fund Advisors

Wealth Management • Taxes

Free

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.

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.