Best Financial Planner Tool Apps

5.0(11 ratings)

Free

This app consolidates your financial accounts, budgets, and goals into a single, clear roadmap. It uses AI to help you understand your spending, plan for retirement, and make informed financial decisions without needing to manage multiple spreadsheets.

NYC DCP by New York City Deferred Compensation Plan

Strong Contender

4.7😐(12K ratings)

Free

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.

What We Love

👍 Easy to navigate
🚀 Quick access to account information
💡 Ability to see account balance changes
👍 Excellent app for retired city employees

Room to Improve

🐛 Frequent system unavailability issues
🐛 Compatibility issues with newer iOS versions
🐛 Slow and glitchy performance
🔍 Limited investment research and analysis tools

Ameriprise Financial by Ameriprise Financial, Inc.

Worth Considering

Prosper - Financial Planner

4.9😊(37K ratings)

Free

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.

What We Love

👍 Fantastic relationship
👍 Very confident with portfolio management
👍 Everything in one place
👍 Family-friendly
👍 Very user-friendly
👍 Fabulous website
👍 Excellent secure website
👍 Great advisor
👍 Flawless app
👍 Impressive app
👍 Excellent help with signing in
👍 Fast service
👍 Simple and easy to use
👍 Functional and easy to use
👍 Comprehensive overview of accounts

Room to Improve

🐛 2FA required every time with Face ID
🐛 Graphs and holdings information not user-friendly
🐛 Total View lags and shows incorrect balances
🐛 App crashes frequently
🐛 Verification codes not received
🐛 Login issues, app not working
🐛 Orientation locked to landscape on iPad
🐛 Difficult to get performance information
🐛 Credit card integration is poor

More Financial Planner Tool apps to explore

Track Net Worth, Loans & FIRE

Interactive net worth and cash flow projectionsWhat-if scenario testingInflation-adjusted projections

Plan your financial future with interactive projections for net worth, cash flow, and retirement. Simulate major life decisions and optimize financial goals like mortgage payments. Data is stored locally for privacy with optional cloud sync.

PlanMode: Retirement Planner

(1)

freemium

Long-term Financial Planning

Lifetime wealth projectionsRetirement savings gap analysisScenario testing for financial decisions

This app helps you plan for your financial future by projecting your wealth over your lifetime. It analyzes potential shortfalls in retirement savings and allows you to test various financial scenarios to ensure you have sufficient resources.

free with in-app purchases

(105)

Reed Financial Services

by Reed Financial Services, 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.

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.

Plans.TheApp Financial Planner

(9)

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Plan, Budget, Track & Forecast

Advanced financial forecasting up to 30 yearsTest "what-if" life scenariosDebt and asset management tools

This app helps you visualize your financial future by forecasting cash flow, net worth, and debt over decades. Test "what-if" scenarios for major life events and manage debts and assets with various strategies. Collaborate with partners and generate detailed reports.

Cross-border Retirement Plan

(1)

subscription

Bhavitta: FIRE Planner

Build life-stage timelinesSimulate market historyRun Monte Carlo trials

Plan your financial future across borders with a private, offline simulator. Map life stages, simulate market history or Monte Carlo trials, and stress-test your plan for wealth building and early retirement.

Simple money planner.

Personal Financial Manager

Income and expense trackingFamily member financial managementDebt and loan management

Manage personal and family finances by tracking incomes, expenses, and bank transactions. Organize debts, loans, assets, and budgets with detailed reporting and secure login.

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.

Monee - Budget Planner App

(7.6K)

ad-supported

Money & Expense Tracker

Track income and expensesOrganize by custom categoriesManage group finances

Easily track your income and expenses with this intuitive finance manager. Gain clear insights into your spending habits, organize finances by custom categories, and manage group budgets. Protect your data with biometric security and export your financial history.

free with in-app purchases

(335)

My Planner Financial

Track spending, goals reports

ForeCash-Financial Forecasting

Forecast your future balances.

Certified Financial Group

Money - Financial Planning

Easy control income/expenses

Create custom financial plansTrack daily income and expensesVisualize financial statements with graphs

Effectively manage your income and expenses to achieve your financial goals. Plan your spending, track daily transactions, and visualize your financial health with insightful graphs and reports. This app helps you save for your dreams and become more financially responsible.

Money Pro : Financial Manager

(3)

free

Saving, Expense, Income, Goals

Income & Expense TrackerCustom Saving GoalsSmart Dashboard

Manage your finances with this comprehensive personal finance companion. Track income and expenses, set custom saving goals with visual progress, and plan for the future with smart dashboards and target planning. Enjoy multi-currency support and offline access.