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.
Top Picks for Fiduciary
Fiduciary Trust International by Fiduciary Trust Company International
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Fiduciary Trust Account Access
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Access your financial account information on the go. View market value, positions, recent transactions, and important documents securely. Contact your advisor for login help.
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KMG Fiduciary Partners
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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.
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Fiduciary Decisions
Get credit for your work
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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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ABA CTFA Fiduciary & Wealth
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PFAC Mobile App
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Index Fund Advisors
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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.
Connect with Wealth AdvisorsRead and share investing articlesWatch investment education videos
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Net Worth Tracker: Sumio
Track Assets & Liabilities
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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.
Automatic key metrics calculationDynamic watchlist with real-time updatesIntelligent gains & losses tracking
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Titan: Your Wealth Team
Investing, Wealth Management
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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.
Dedicated advisory teamProfessional investment managementAutomated cash management
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FBG Private Wealth
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FCI Community
Community for FCI clients
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Access the FCI community portal on the go. Connect with other clients and manage your interactions through a dedicated mobile interface. Stay informed and engaged with your community.
Mobile access to FCI community portalClient-specific community featuresManage interactions on the go
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Foreign Currency Converter
Money conversion calculator
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BBVA Fiduciaria Token Colombia
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Altruist Client
The way money should feel.
Free
Manage your investments and track financial advisor progress. View account balances, returns, and transactions. Gain insights into your investment allocations and see exactly what you own.
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FIRMA Connect
by The Fiduciary & Investment Risk Management Association, Inc.
Free
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Corebridge
Action is everything.
Free
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.
Retirement readiness assessmentPersonalized financial dashboardEasy plan enrollment
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Trust & Will: Estate Planning
Start your trust or will today
Free
Create, organize, and update your estate plan from your phone. Protect your legacy and loved ones with state-specific legal documents like Wills and Trusts. Capture and track your assets easily.
Create Wills and TrustsOrganize and track assetsAccess legal documents anywhere
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Alianza Móvil
by Alianza Fiduciaria S A
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Manage your financial products and access services like balance inquiries, transaction history, and currency exchange. Perform transfers, manage pending activities for businesses, and access financial documents.
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