Best Financial Advisory Apps

5.0(2 ratings)

Free

Manage your finances with an intuitive dashboard, secure document vault, and interactive reports. This app offers budgeting tools to help you visualize your complete financial picture and track investments.

My Financial Advisor -Blueleaf by Blueleaf Wealth, Inc

Your Advisor, Always There.

Strong Contender

3.9(15 ratings)

Free

My Financial Advisor -Blueleaf screenshot 1

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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.

Pure Financial Advisors by Pure Financial Advisors

Worth Considering

5.0(1 ratings)

Free

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.

More Financial Advisory apps to explore

EFE

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.

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.

💼 Business

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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.

(1)

JNBA Financial Advisors, LLC

by JNBA Financial Advisors

IP Financial Advisory Services

(0)

AI-Based Financial Advice

Personalized AI financial adviceDiverse AI expert selectionBudgeting and debt management tools

This app uses AI to provide personalized financial advice, budgeting tools, and investment strategies. Choose from various AI experts to guide your financial journey and connect with a supportive community.

Facet: Financial Planning

(11)

freemium

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.

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Financial Advisor: Expert Chat

Get Instant Support & Advice

Your Financial Wellness Hub

Financial Wellness Score™Personalized action plansVirtual financial coach (Aimee™)

This app acts as a personal financial coach, offering a wellness score, personalized action plans, and access to virtual and human coaches. It provides step-by-step guides for major life events and helps users reduce financial stress.

(9)

by SYM Financial Advisors

SYM Financial Advisors

by C. L. Parker, Inc.

(0)

Your Wealth Architect

AI financial planning

Consolidated financial overviewSpending and budget trackingGoal-based savings plans

Consolidate your financial accounts, budgets, and goals into a single, clear roadmap. This AI-powered tool helps you understand your spending, build savings plans, and explore retirement scenarios. Get personalized insights and actionable next steps for your financial future.

Stash: Investing made easy

(18)

freemium

Invest in Stocks and ETFs.

Expert-built portfoliosAutomated investingPersonalized financial guidance

Invest in stocks and ETFs with expert-built portfolios, personalized guidance, and automation. This app helps everyday Americans grow their money for retirement, future goals, or as first-time investors. It offers tools like automated investing, a stock-back debit card, and financial coaching.

Stocks, Crypto, Options, Bonds

(311K)

subscription

Public: Invest & Trade

Invest in stocks, options, bonds, and cryptoRetirement accounts with 1% IRA matchBrokerage services for securities and treasury accounts

Invest in a diversified portfolio including stocks, options, bonds, and cryptocurrency. Build your retirement savings with an IRA that offers a 1% match on annual contributions. Access brokerage services for securities and treasury accounts, with cryptocurrency trading available.

(86K)

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.

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.

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