Best Fiduciary Decisions Apps

Fiduciary Trust International

Growing and Protecting Wealth

Free

Manage your wealth planning, investment, trust, and estate accounts securely on the go. View balances, holdings, recent activity, and statements. Securely share files with your Fiduciary Trust Team via the digital vault.

Decisions - tiny decision

choice maker & spinner app

Free

This app helps you make quick and easy decisions with a customizable spinning wheel. It offers features like random number generation and ensures options are not repeated. You can also share your decisions with friends.

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.

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.

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.

ChooseFI

FI Resources & Community

Free

Connect with others on the path to financial independence. Access podcasts, community discussions, and practical tools to help you achieve a life of freedom. Track your progress and share your successes.

Zocks

by Zocks Communications, Inc.

Free

This AI assistant helps financial advisors save time on administrative tasks like meeting preparation, documentation, and follow-up. It provides AI-generated notes, voice recording capabilities, and organization tools to enhance client interactions and streamline workflows.

Alphanso Wealth

Financial planning & advisory

Free

This app offers personalized financial planning and wealth management using AI and expert advice. It helps users achieve financial goals like retirement, tax optimization, and estate planning with a flat-fee subscription model.

Greenleaf Trust Retirement

Retirement Account Access

Free

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.

Law Mother

Your Wealthy Ever After

Free

This app provides a comprehensive plan, tools, and expert support to help users achieve financial freedom and control over their money. It offers access to a community, step-by-step guidance, live coaching, and expert Q&As.

M1: AI Wealth Management

Investing, saving & advice

Free

This AI-powered financial advisor offers personalized investment, saving, and borrowing advice integrated directly into your accounts. It acts as a registered fiduciary, legally bound to your best interests, providing on-demand portfolio reviews and custom investment strategies.

Wealthfront: Save and Invest

Saving, investing, stocks.

Free

Manage your savings and investments in one place. Earn competitive APY on your cash, invest in diversified portfolios or individual stocks with zero commissions, and get a holistic view of your financial future.

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.

Keeper: Tax Filing & Expenses

Powered by AI

Free

This app uses AI and human accountants to optimize complex tax situations, ensuring you capture every deduction and credit. It offers intelligent tax preparation, expert guidance, and secure filing for maximum tax savings.