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 โ€” many free, many higher-rated than you'd expect.

Top Picks for Financial Planning Association

FPA Publications#1

FPA Publications by Financial Planning Association (The)

Editor's Choice
๐Ÿ’ฐ Finance
3.0(15 ratings)
FreeIn-App Purchases
FPA Publications screenshot 1
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Stay up-to-date with the latest financial planning insights and research through a collection of publications, including a monthly journal, a planner-focused magazine, and a quarterly academic review. Financial Planning Association members can access the content for free, while others can subscribe for a yearly fee to receive auto-renewing updates.

Ameriprise Financial#2

Ameriprise Financial by Ameriprise

Strong Contender
๐Ÿ’ฐ Finance
4.9๐Ÿ˜Š(37K ratings)
Free
Ameriprise Financial screenshot 1
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Ameriprise Financial screenshot 3
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Ameriprise Financial screenshot 5

Access financial information, connect with your advisor, track progress, view accounts, collaborate securely, and complete tasks all in one place with the Ameriprise Financial app. Make informed financial decisions and manage your portfolio on-the-go. Visit the website for more information on privacy and security.

What We Love

  • ๐Ÿ‘ Fantastic relationship
  • ๐Ÿ‘ Very confident with portfolio management
  • ๐Ÿ‘ Everything in one place
  • ๐Ÿ‘ Family-friendly

Room to Improve

  • ๐Ÿ› 2FA required every time with Face ID
  • ๐Ÿ› Graphs and holdings information not user-friendly
  • ๐Ÿ› Total View lags and shows incorrect balances
Brightside Financial#3

Brightside Financial by Brightside Benefit, Inc

Financial Care starts here
Worth Considering
๐Ÿ’ฐ Finance
4.6๐Ÿ˜ž(1.3K ratings)
FreeAds
Brightside Financial screenshot 1
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Get personalized financial care and support tailored to your needs with this unique platform. Improve your financial health, manage debt, and save money effortlessly. Start your journey to financial well-being today!

What We Love

  • ๐Ÿš€ Quick and easy to use
  • ๐Ÿ‘ Helpful financial assistance
  • ๐Ÿ’ก Useful features for Amazon employees
  • ๐Ÿค Great customer service

Room to Improve

  • ๐Ÿ› Frequent app crashes and glitches
  • ๐Ÿ”’ Login and access issues
  • โš ๏ธ 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 finances with our budget planning app. Track expenses, set financial goals, manage credit cards, receive bill reminders, and more to achieve financial peace of mind. Join now to start managing your money effectively.

๐Ÿ’ฐ Finance
(4.3K)
5
2025 AFCPE Symposium
2025 AFCPE Symposium
2025 AFCPE Symposium
by Association For Financial Counseling and Planning Education, U.S.A.
Free
๐Ÿ“š Education
(0)
6
Voya
Voya
Voya
by Voya Services Company
Free

Download our mobile app to easily save for retirement, manage your finances on-the-go, and access tools to boost your savings. Secure, intuitive, and designed to simplify money management, helping you retire with confidence.

๐Ÿ’ฐ Finance
(186K)
7
Beyond Finance
Beyond Finance
Beyond Finance
by Beyond Finance Inc.
Free

Track your program's progress with ease, connect with our Client Success Team effortlessly, and get personalized financial tips for your journey. Start optimizing your financial future today!

๐Ÿ’ฐ Finance
(17K)
8
Lincoln Financial Mobile
Lincoln Financial Mobile
Lincoln Financial Mobile
by Lincoln National Corp.
Free

Access your financial accounts easily with our redesigned mobile app, featuring tools like Lincoln WellnessPATHยฎ for financial management and My TargetSM calculator for retirement planning. Take control of your finances and plan for the future with just a few taps. Visit the website for more details.

๐Ÿ’ฐ Finance
(284)
9
NetBenefits
NetBenefits
NetBenefits
Fidelity workplace benefits
Free

Manage all your Fidelity workplace benefits in one place with this app. View retirement savings, manage HSA expenses, access educational materials, and stay secure with advanced security measures. Take control of your financial well-being today.

๐Ÿ’ฐ Finance
(28K)
10
Goodbudget Budget Planner
Goodbudget Budget Planner
Goodbudget Budget Planner
Money & Expense Tracker
Free

A user-friendly budget planner app that helps you track expenses, set financial goals, and manage your money efficiently. Take control of your finances and start budgeting today!

๐Ÿ’ฐ Finance
(13K)
11
Principalยฎ
Principalยฎ
Principalยฎ
Retire on your terms.
Free

Manage your retirement savings conveniently with our app, offering quick access to account information, personalized retirement tracking, financial education, and insurance details. Take control of your financial future with ease.

๐Ÿ’ฐ Finance
(226K)
12
Quicken: Intelligent Money
Quicken: Intelligent Money
Quicken: Intelligent Money
Personal & Business Finances
Free

Track every dollar with Quicken Simplifiโ€”the smart budget app that simplifies personal finance. Set savings goals, manage debt, track spending, and plan for retirement all in one place. Join millions taking control of their finances and achieve your money goals effortlessly.

๐Ÿ’ฐ Finance
(11K)
13
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

The Vanguard app provides easy mobile investing and account management with features like tracking account performance, making trades, and accessing support. Stay on top of your investments and financial goals conveniently from your mobile device.

๐Ÿ’ฐ Finance
(177K)
14
Milestone Financial Associates
Milestone Financial Associates
Milestone Financial Associates
by Milestone Financial Associates, LLC
Free
๐Ÿ’ฐ Finance
(0)
15
Coppertree Financial Planning
Coppertree Financial Planning
Coppertree Financial Planning
by Uptick Partners, LLC
Free

This customized client app provides a secure and seamless experience for managing your financial life, allowing you to view accounts, track progress toward goals, and stay connected with your financial team. With everything in one place, you can access your financial information and receive updates in a private and secure environment, giving you a clear picture of your financial situation at your fingertips.

๐Ÿ’ฐ Finance
(1)
16
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Manage your 401k
Free

This app is designed for American Funds PlanPremier participants to manage their 401k accounts. Users can view key account details, make account changes, access forms, and utilize various account management tools.

๐Ÿ’ฐ Finance
(11K)
17
Compound Interest Calc
Compound Interest Calc
Compound Interest Calc
Plan | Invest | Retire
Free

This application helps users plan, invest, and retire by calculating the future value of their investments using a predictive formula based on compound interest. Start investing today to potentially become a millionaire in the future!

๐Ÿ’ฐ Finance
(220)
18
Thrivent Financial
Thrivent Financial
Thrivent Financial
Manage your money with purpose
Free

Access and manage your Thrivent accounts, monitor investments, and direct Choice Dollars easily from your phone with the secure Thrivent Mobile app. Align financial solutions with your needs and priorities to achieve what matters most for you and your community. Start managing your money with purpose today!

๐Ÿ’ฐ Finance
(748)
19
Budget Planner App - Fleur
Budget Planner App - Fleur
Budget Planner App - Fleur
Bill Organizer & Money Tracker
Free

Organize your bills, track expenses, and manage your budget easily with this intuitive app. Stay on top of your finances effortlessly. Start planning your budget today!

๐Ÿ’ฐ Finance
(12K)
20
Personal Financial Plan Wiz
Personal Financial Plan Wiz
Personal Financial Plan Wiz
by PF Wiz LLC
Free

Achieve your long-term financial goals with this comprehensive, DIY personal financial planning tool that allows you to assess and analyze your financial situation and make informed decisions. With minimal input, you can project financial variables, assess alternative outcomes, and get tips on how to improve your forecast, all without breaking the bank or needing an expensive financial advisor.

๐Ÿ’ฐ Finance
(0)