Best Financial Fitness Passport Apps

5.0(5 ratings)

FreeAdsIn-App Purchases

Manage your money, track expenses, and improve your financial health with personalized guidance and educational resources. Achieve financial wellness through a comprehensive approach to budgeting, debt management, and investing.

NetBenefits by Fidelity Investments

Fidelity workplace benefits

Strong Contender

4.6😞(29K ratings)

Free

#55in Finance

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

What We Love

👍 Easy to use
🚀 Convenient mobile access
🔒 Secure document upload
💡 Helpful retirement planning tools

Room to Improve

🐛 Buggy and glitchy
🕸️ Feels like a mobile website, not a true app
🤔 Confusing navigation and user experience
⏱️ Slow performance and long load times

Voya by Voya Services Company

Worth Considering

Plan, save, invest, retire

4.7😞(188K ratings)

Free

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

What We Love

🚀 Intuitive user interface
🔒 Robust security features
💡 Retirement planning tools
👍 User-friendly navigation

Room to Improve

🐛 Frequent app crashes and system unavailability
👎 Lack of transparency in account details
🕰️ Slow performance and loading times
📊 Limited investment performance history

More Financial Fitness Passport apps to explore

Empower ®

Consolidated account viewRetirement planningBudget tracking

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

free with in-app purchases

(412K)

Bippit - Financial Wellbeing

Guidance, Planning & Budgeting

1-on-1 financial coachingFinance tracking and analysisGoal setting and planning

Access 1-on-1 financial coaching, track your spending, and plan for your future goals. Get expert guidance and resources to improve your financial wellbeing in a secure and confidential environment.

Retire on your terms.

View account balancesRoll over fundsChange contributions

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

free with in-app purchases

(236K)

Albert: Budgeting and Banking

Organize. Budget. Save.

Budgeting and expense trackingAutomatic savings and investing24/7 identity and account monitoring

Manage your finances with an all-in-one app for budgeting, saving, and investing. It offers 24/7 identity monitoring, high-yield savings accounts, and an AI financial assistant to help you organize your money.

FIRE: Financial Independence

(333K)

subscription

Take Control Of Your Finances

Financial Fitness Mobile App

Financial Fitness App

Alinea: Automated Investing

AI Trades- Stocks, ETF, Crypto

Expert-built investment portfoliosAI-powered performance insightsPersonalized financial news

Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.

(117K)

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Account overview and balance trackingInvestment performance trackingCost basis and day change details

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

by Ameriprise Financial, Inc.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

(37K)

Certified Financial Group

T. Rowe Price Personal®

INVEST WITH CONFIDENCE®

Consolidated portfolio viewExternal account linkingDetailed fund performance

Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.

(23K)

Financial - Manager & Tracker

Money, Budget & Split Bills

All accounts in one viewAutomatic transaction importBudgeting and spending tracking

Manage all your financial accounts, track spending, and set budgets with smart insights and automated categorization. Features include expense splitting, recurring payment management, and personalized financial advice. Supports offline use and iCloud sync across Apple devices.

free with in-app purchases

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)

Center for Financial Planning

by Center for Financial Planning, Inc.®

Capitalflo: Financial Planner

Financial Planning Made Easy

Fintuity - Financial Adviser

Online Financial Planning

Free virtual financial adviserExpert independent financial advice10-minute financial health check

Access free or low-cost digital financial advice in the UK. Get a detailed financial health check in 10 minutes, plan investments, pensions, and protection, or connect with expert independent financial advisers for regulated advice.

by New York City Deferred Compensation Plan

All-in-one account managementRetirement income modelingVideo education and live chat

Manage your retirement, health savings, and investment accounts alongside external financial accounts in one secure, personalized platform. Access interactive tools, educational resources, and investment advice to confidently plan for your financial future.

(12K)