Best Financial Advisors Apps

5.0(1 ratings)

Free

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.

Fiduciary Financial Advisors by Action Point Financial Planning, LLC

Strong Contender

0.0(0 ratings)

Free

Fiduciary Financial Advisors screenshot 1

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SYM Financial Advisors by SYM Financial Advisors

Worth Considering

JNBA Financial Advisors, LLC

0.0(0 ratings)

Free

More Financial Advisors apps to explore

by JNBA Financial Advisors

Legacy Financial Advisors

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.

(4)

by Pure Financial Advisors

Pure Financial Advisors

Interactive financial dashboardDynamic investment reportsSecure document vault

Manage your finances with an intuitive dashboard, secure document storage, and interactive reports. This app offers budgeting tools and a comprehensive financial overview in a user-friendly mobile interface.

(1)

by MERIT FINANCIAL GROUP GA LLC

Merit Financial Advisors

View all accounts and transactionsLink external financial accountsSecure digital document vault

Connect with your financial advisor and manage your accounts seamlessly. View investments, store documents securely, and access market insights. Stay informed with the latest news and videos.

(3)

CapTrust Financial Advisors

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.

(4)

Morling Financial Advisors

by Morling Financial Advisors, LLC

Beacon Financial Advisors

by Beacon Financial Advisors, Inc.

View account valuesTrack investment holdingsMonitor portfolio activity

Access your financial account information on the go. View account values, investment holdings, and portfolio activity directly from your smartphone. Review monthly statements conveniently.

(1)

Tompkins Financial Advisors

by Tompkins Financial Corporation

Cahill Financial Advisors

by Cahill Financial Advisors Inc

Private portfolio accessClient-specific featuresInvestment tracking

This private portfolio app is designed exclusively for clients of Cahill Financial Advisors. It provides secure access to manage your financial information and track your investments.

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.

(15)

Ameriprise Advisor Deposit

by Ameriprise Financial, Inc.

Client check depositsSecure login with Ameriprise credentialsFacilitates financial transactions

This application is designed exclusively for Ameriprise Financial Advisors and their staff. It streamlines the process of depositing checks directly into client accounts. Access requires valid Ameriprise credentials.

(83)

Financial Advisor: Expert Chat

Get Instant Support & Advice

by C. L. Parker, Inc.

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.

(22)

Prime Capital Financial

Market trend contentFinancial planning topicsTeam Zoom calls

Stay informed with timely content on market trends and financial planning. Connect with your team via direct messaging and scheduled Zoom calls. Access resources and receive alerts for important events.

(3)

Alpheva AI: Financial Advisor

Make More. Stress Less.

Personalized financial insightsReal-time net worth and cash flow trackingInvestment dashboards

This AI-powered financial advisor simplifies your money management by securely connecting to your accounts. It provides personalized insights, tracks your net worth and cash flow, and helps you identify savings opportunities for smarter financial decisions.