Best Fiduciary Financial Advisors Apps

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Free

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M1: AI Wealth Management by M1 Finance LLC

AI financial advisor built in

Strong Contender

4.7😊(75K ratings)

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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.

What We Love

🚀 Great update and app
🚀 Wonderful app to organize accounts
🚀 Easiest visual long-term investing app
👍 Excellent service and good app
👍 Best app for path to financial freedom
👍 Best investing platform to date

Room to Improve

🔍 Stop pushing users to take on margin debt
🐛 Buggy and glitchy app
🔍 Confusing and baffling app
🔍 Clunky UX with unclear onboarding
🔍 Horrible customer service
💰 Transfers take too long
🔍 Pie and slice concept not user-friendly

Facet: Financial Planning by Facet Wealth, Inc

Flat fee, CFP®, investing

Worth Considering

4.9(29 ratings)

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.

More Fiduciary Financial Advisors apps to explore

Fiduciary Decisions

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.

(1)

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 Fiducient Advisors LLC

Access portfolio dataSimple interfaceElegant design

This app provides authorized clients with a streamlined way to view their investment portfolio data. Access is granted only to existing clients who have been authorized by their primary contact.

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Fiduciary Trust International

Growing and Protecting Wealth

View account balances and holdingsMonitor recent activity and transactionsAccess account statements and tax documents

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.

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.

(41)

Fiduciary Trust Account Access

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.

by Professional Fiduciary Association of California

Community. Content. Learning.

Exclusive financial advisor communityContent and learning resourcesTeam member access

This app connects financial advisors and their teams within an exclusive online community. It offers content and learning resources designed to foster growth and build high-performing firms. Join a network dedicated to advancing the financial advisory profession.

This app offers affordable, independent fiduciary investment advice for account-level decisions. It manages stock portfolios based on your set guidelines, optimizing performance and risk. Link your existing brokerage accounts for seamless management.

Fiduciary investment advicePortfolio managementStock optimization

Your Investment Advisor

Track retirement goal progressView total portfolio and account detailsLink outside accounts

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

My Financial Advisor -Blueleaf

(7.6K)

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Your Advisor, Always There.

Real-time advisor updatesPortfolio performance trackingAccount balance aggregation

Access your complete financial life and communicate directly with your advisor. Receive real-time updates, track portfolio performance, and stay informed about market insights and planning tips. This app provides a transparent and convenient way to manage your finances and engage with your financial professional.

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Frazier Financial Advisors

by Frazier Financial Advisors, LLC

Interactive financial dashboardDynamic investment reportsSecure document vault

Manage your complete financial picture with an intuitive dashboard, interactive reports, and secure document storage. This app offers budgeting tools and a central place to communicate with your financial advisor.

by Madison Wealth Partners, Inc.

Schedule meetings with advisorsLearn about upcoming eventsConnect with wealth management team

This app connects you with a fee-only registered investment advisor for financial planning. Schedule meetings, discover events, and communicate with your wealth management team conveniently.

Legacy Financial Advisors

(1)

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Legacy Financial

View financial newsfeedAttend Zoom calls with advisorAccess eMoney client portal

This app provides clients with a secure portal to access and manage their financial information. It allows for direct communication with advisors, access to market insights, and the ability to view performance reports and news.

by Cravens & Company Advisors, LLC

Financial planning & advisory

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.

by HILL ISLAND FINANCIAL LLC

(90)

subscription

Hill Island Financial