Best Fiduciary Financial Advisors Apps

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Fiduciary Decisions by Fiduciary Benchmarks

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Strong Contender

5.0(1 ratings)

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

Worth Considering

by Fiducient Advisors LLC

5.0(2 ratings)

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.

More Fiduciary Financial Advisors apps to explore

Fiducient Advisors

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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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.

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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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.

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.

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

by Professional Fiduciary Association of California

Connect with your dedicated wealth management team, including specialists in tax and estate planning. Communicate securely, schedule meetings, and access educational resources to manage your finances.

Advisor CommunicationMeeting SchedulerSecure Document Upload

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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.

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.

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.

Frazier Financial Advisors

(7.6K)

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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.

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.

Legacy Financial Advisors

(90)

subscription

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.

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Innovative Asset Advisors Grp.

by Innovative Asset Advisors Group LLC

CapTrust Financial Advisors

(0)

by CapTrust Financial Advisors (Holland)

View investment accountsManage financial informationSecure mobile access

Manage your investment accounts on the go with this mobile app. Access your portfolio and financial information securely from your smartphone or tablet. Contact your advisor to get started.

Access your investment portfolio and financial information on demand. Add and view all financial assets and liabilities in one place, and access important documents and team contact details. This app is exclusively for clients of Plante Moran Financial Advisors.

On-demand portfolio accessView financial assets and liabilitiesDocument access

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