Best Financial Planner Tool Apps

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

PlanMode: Retirement Planner by Sawhney Systems

Long-term Financial Planning

Strong Contender

4.3(105 ratings)

FreeAdsIn-App Purchases

PlanMode: Retirement Planner screenshot 1

PlanMode: Retirement Planner screenshot 2

PlanMode: Retirement Planner screenshot 3

PlanMode: Retirement Planner screenshot 4

PlanMode: Retirement Planner screenshot 5

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.

Bruce's Retirement Planner by Hailcat LLC

Monte Carlo Money Simulator

Worth Considering

by Ameriprise Financial, Inc.

4.9(36 ratings)

Free

Project your entire financial life to estimate retirement readiness and spending capacity. Built by an actuary, it models bank and insurer methodologies for markets and lifespans. Your data remains private on your device.

More Financial Planner Tool apps to explore

Ameriprise Financial

Track asset value and account summaryView portfolio allocation and performanceConnect with financial advisor

Manage your finances and connect with your advisor on the go. Track your total asset value, view account details, and monitor your financial goals. Securely share documents, communicate with your advisor, and even sign documents electronically.

(37K)

Prosper - Financial Planner

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.

Track spending, goals reports

by Reed Financial Services, Inc.

Reed Financial Services

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)

Your Wealth Architect

AI financial planning

Consolidated financial overviewAI-driven financial adviceBudget tracking and pace

This app provides a comprehensive financial roadmap by consolidating accounts, budgets, and goals. It offers AI-powered insights and guided conversations to help users understand their net worth, spending, savings plans, and retirement prospects. Stay informed with personalized daily briefs and home screen widgets.

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.

Cross-border Retirement Plan

(7.7K)

ad-supported

Bhavitta: FIRE Planner

Life-stage timeline mappingCross-border cost of living simulationMarket history and Monte Carlo simulations

Plan your retirement with a detailed life simulation engine. Map out your financial future, including income, expenses, and life events across different countries, to see how your plan holds up under various market conditions. Get a readiness score and explore 'what-if' scenarios to optimize your retirement strategy.

Simple money planner.

Plans.TheApp Financial Planner

Plan, Budget, Track & Forecast

30-year financial projectionsScenario comparisonBudget and expense tracking

Project your finances, cash flow, and net worth up to 30 years into the future. Compare different life scenarios and track your income, expenses, assets, and debts. Collaborate with others and generate custom reports.

Certified Financial Group

(1)

freemium

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.

(3)

Capitalflo: Financial Planner

Financial Planning Made Easy

All-In-One Wealth Management

Connect bank, credit, and investment accountsAutomated net worth, savings, spending, and debt trackingCategorize transactions and set budgets

This app helps you build better financial habits by connecting your accounts to track net worth, savings, spending, and debt. It offers tools for budgeting, investing, and earning on cash, with personalized insights and educational content.

free with in-app purchases

(28)

Strategic Financial

Helping live a great life

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.

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.

(2.6K)