Best Financial Planning Association Apps

187+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated June 2026

FPA Publications is the household name in financial planning association, but it's far from the only option. We track 187+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.

Compare top Financial Planning Association Apps (June 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1FPA PublicationsFPA PublicationsFree3.0★ (15)NoYesJul 2026
2Ameriprise FinancialAmeriprise FinancialFree4.9★ (37K)NoNoJul 2026
3Brightside FinancialBrightside FinancialFree4.6★ (1.4K)YesNoJul 2026
4Mobills - Budget PlannerMobills - Budget PlannerFree4.7★ (4.3K)YesYesJul 2026
52025 AFCPE Symposium2025 AFCPE SymposiumFreeNoNoMay 2026
6VoyaVoyaFree4.7★ (188K)NoNoJul 2026
7Beyond FinanceBeyond FinanceFree4.9★ (18K)NoNoJul 2026
8Lincoln Financial MobileLincoln Financial MobileFree3.0★ (305)NoNoJul 2026

Top Picks for Financial Planning Association

Ameriprise Financial#2

Ameriprise Financial by Ameriprise Financial, Inc.

Strong Contender
💰 Finance
4.9😊(37K ratings)
Free
Ameriprise Financial screenshot 1
Ameriprise Financial screenshot 2
Ameriprise Financial screenshot 3
Ameriprise Financial screenshot 4
Ameriprise Financial screenshot 5

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

Room to Improve

  • 🐛 2FA required every time with Face ID
  • 🐛 Graphs and holdings information not user-friendly
  • 🐛 Total View lags and shows incorrect balances
Brightside Financial#3

Brightside Financial by Brightside Benefit, Inc

Financial Care starts here
Worth Considering
💰 Finance
4.6😞(1.4K ratings)
FreeAds
Brightside Financial screenshot 1
Brightside Financial screenshot 2
Brightside Financial screenshot 3
Brightside Financial screenshot 4

This app offers on-demand financial assistance and tailored solutions to improve users' financial health. It provides comprehensive support around the clock, helping individuals manage debt, save money, and navigate financial challenges through a blend of human insight and technology.

What We Love

  • 🚀 Quick and easy to use
  • 👍 Helpful financial assistance
  • 💡 Useful features for Amazon employees
  • 🤝 Great customer service

Room to Improve

  • 🐛 Frequent app crashes and glitches
  • 🔒 Login and access issues
  • ⚠️ Unreliable app performance

More Financial Planning Association apps to explore

4
Mobills - Budget Planner
Mobills - Budget Planner
Mobills - Budget Planner
Financial and Bill Organizer
Free

Take control of your money with this comprehensive budget planning app. Track expenses, manage bills, and set financial goals to achieve peace of mind. Analyze your spending with intuitive graphs and reports.

Track expenses and incomeCreate custom budgetsManage credit cards
💰 Finance
(4.3K)
freemium
5
2025 AFCPE Symposium
2025 AFCPE Symposium
2025 AFCPE Symposium
by Association For Financial Counseling and Planning Education, U.S.A.
Free
📚 Education
(0)
6
Voya
Voya
Voya
by Voya Services Company
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.

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling
💰 Finance
(188K)
free
7
Beyond Finance
Beyond Finance
Beyond Finance
by Beyond Finance Inc.
Free

Track your financial program's progress and view enrolled accounts. Connect with your Client Success Team for support and receive personalized financial tips to inspire your journey.

Review program progressView enrolled accountsConnect with Client Success Team
💰 Finance
(18K)
free
8
Lincoln Financial Mobile
Lincoln Financial Mobile
Lincoln Financial Mobile
by Lincoln National Corp.
Free

Manage your retirement plan, employee benefits, and financial wellness tools from a single, secure mobile application. Access account information, adjust contributions, track claims, and utilize budgeting and debt management tools.

Retirement plan managementEmployee benefits accessFinancial wellness tools
💰 Finance
(305)
free
9
NetBenefits
NetBenefits
NetBenefits
Fidelity workplace benefits
Free

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.

Manage retirement savingsAccess stock optionsView health insurance details
💰 Finance
(29K)
free
10
Goodbudget Budget Planner
Goodbudget Budget Planner
Goodbudget Budget Planner
Money & Expense Tracker
Free

This app helps you manage your finances and plan your spending using a virtual envelope system. Track expenses, monitor debt, and gain insights with helpful reports. Share your budget with family or friends across multiple devices.

Virtual envelope budgetingShared budgetsExpense tracking
💰 Finance
(13K)
freemium
11
Principal®
Principal®
Principal®
Retire on your terms.
Free

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.

View account balancesRoll over fundsChange contributions
💰 Finance
(230K)
free with in-app purchases
12
Quicken: Intelligent Money
Quicken: Intelligent Money
Quicken: Intelligent Money
Personal & Business Finances
Free

Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.

Connect and track financial accountsCreate custom budgets and spending plansSet savings goals and track debt payoff
💰 Finance
(11K)
free with in-app purchases
13
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

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.

Account overview and balance trackingInvestment performance trackingCost basis and day change details
💰 Finance
(177K)
free
14
Milestone Financial Associates
Milestone Financial Associates
Milestone Financial Associates
by Milestone Financial Associates, LLC
Free
💰 Finance
(0)
15
Coppertree Financial Planning
Coppertree Financial Planning
Coppertree Financial Planning
by Uptick Partners, LLC
Free

Manage your financial life with a secure, branded experience. View your investment portfolio, track progress towards goals, and communicate directly with your financial team. Access all your important documents and performance reports in one convenient place.

View investment portfolioTrack progress toward goalsDirect team communication
💰 Finance
(1)
free
16
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Manage your 401k
Free

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

View retirement income estimatesCheck personal rate of returnManage contribution amounts
💰 Finance
(11K)
ad-supported
17
Compound Interest Calc
Compound Interest Calc
Compound Interest Calc
Plan | Invest | Retire
Free

Plan your financial future with a powerful compound interest calculator. It helps you visualize investment growth with periodic contributions and plan retirement withdrawals with inflation adjustments. Offers detailed breakdowns and interactive charts for informed financial decisions.

Calculate investment growth with contributionsPlan retirement withdrawals with inflationInteractive growth and depletion charts
💰 Finance
(6.4K)
free with in-app purchases
18
Thrivent Financial
Thrivent Financial
Thrivent Financial
Manage your money with purpose
Free

Manage your investments, insurance, and bills securely on the go. Access important documents, make payments, and direct funds to causes you care about. Connect with your financial advisor for personalized advice.

Monitor investments and insurancePurchase, redeem, and exchange mutual fundsAccess statements and tax forms
💰 Finance
(748)
ad-supported
19
Budget Planner App - Fleur
Budget Planner App - Fleur
Budget Planner App - Fleur
Bill Organizer & Money Tracker
Free

This app helps you manage your finances with a simple and elegant interface. Easily track daily expenses and income, set monthly budgets, and monitor your spending habits. It offers features like transaction history, repeating transactions, and category management.

Log expenses and incomeSet monthly budgetsTrack spending habits
💰 Finance
(12K)
free with in-app purchases
20
Personal Financial Plan Wiz
Personal Financial Plan Wiz
Personal Financial Plan Wiz
by PF Wiz LLC
Free

This app helps you plan for your lifetime financial goals with a DIY approach. It allows for 'what if' analysis on various financial variables and provides tips to improve your financial forecast. Get started on saving money and assessing your financial future.

Project financial variables through retirementAssess alternative financial outcomesGet tips to improve financial forecast
💰 Finance
(0)
free

FAQ about Financial Planning Association

What are the best financial planning association apps for iPhone?
FPA Publications tops our financial planning association apps ranking as of June 2026, with a 3.0-star average from 15 App Store ratings, and it's free to download.
Yes — 20 of the top financial planning association apps we rank are free to download, including FPA Publications and Ameriprise Financial.
FPA Publications has no ads and offers in-app purchases, according to its App Store listing as of June 2026.
We track 187+ financial planning association apps on the iOS App Store as of June 2026, ranked by rating, recency, and analysis of real user reviews.
FPA members receive free access by using their email address and FPA member ID as their password. For assistance, contact member services at 800.322.4237, option 2, or email MemberServices@onefpa.org.
An annual subscription costs $89.99. This is an auto-renewing subscription managed through your iTunes account. Payment is charged upon purchase, and renewals occur within 24 hours of expiration.