Best Financial Services Agent Apps

EFE

Your Investment Advisor

Free

Access your account information quickly and easily with EFE, your personal investment advisor. Stay on top of your financial goals and track your progress effortlessly. Download now for seamless account management.

New York Life

Life Insurance & Investments

Free

This application offers comprehensive life insurance services tailored to your needs, providing financial protection and peace of mind for you and your loved ones. Secure your future today with New York Life.

MoMo App

Your Ultimate Financial App

Free

Manage your finances effortlessly with our all-in-one financial app. Send and receive money, shop, pay bills, get loans, deposit or CashOut easily. Safe, user-friendly, and now available for download in Ghana.

FFB - First Financial Bank

by FIRST FINANCIAL BANK

Free

This personal financial advocate helps you manage your finances quickly and securely, offering tools to set up alerts, make payments, transfer money, and more. With this app, you can take control of your financial life, stay on top of your accounts, and access various banking services on the go.

Robinhood Banking

Credit Card & Banking

Free

Introducing a versatile credit card exclusively for Robinhood Gold members, offering 3% cash back on all categories, fee-free transactions, 5% cash back on travel, secure account management, virtual card options, and features for family usage. Take control of your spending and earn rewards effortlessly.

FCMB Easy Agent

by FIRST CITY MONUMENT BANK PLC

Free

Experience seamless banking with this mobile application, easily managing transactions and accessing comprehensive financial services as an agent. Onboard and take control of your financial services today!

ManhattanLife Client Services

Client Services

Free

This application allows contract and policy holders to access and manage their annuity contracts or insurance policies, including submitting claims and obtaining new ID cards. Policy holders can log in to conveniently manage their accounts and take advantage of various services.

MFS - MTG Financial Services

by Mortgage Financial Services, LLC

Free

This mobile app allows users to manage their mortgage experience, connect with agents and lenders, and calculate suitable mortgages. Download the app to take control of your mortgage process and streamline your financial management.

Private Client Services

Client portal

Free

This mobile app allows clients to access their account information on-the-go, providing a secure and comprehensive overview of their investments, transactions, and results. With the app, clients can stay up-to-date on their holdings, view research insights, and easily contact their team, all through a secure and user-friendly portal.

Wealthscape℠

by National Financial Services LLC

Free

Access critical brokerage information, manage client accounts, and stay informed on market updates with the Wealthscape℠ mobile app. Enjoy advanced security features like biometric login and two-factor authentication for a secure experience. For investment professionals only.

BSPN

by Bankers Life and Casualty Company

Free

The application is a mobile version of a network designed to enhance the productivity and sales of licensed agents in the insurance industry. It provides a convenient platform for these agents to access and utilize various tools and resources to support their sales efforts.

Cube Wealth: Financial Planner

Savings and Investment Guide

Free

This application helps you manage your wealth, investments, and retirement planning through a unified platform, providing access to expert financial planners and a variety of investment options. By leveraging its proprietary algorithm and guidance from experienced consultants, you can build a diversified portfolio that aligns with your goals and risk tolerance, securing your financial future.

Domain Money

Your finances, handled for you

Free

Get expert financial planning tailored to your needs with flat-fee, judgment-free services. Our certified advisors create custom plans for every stage of life, providing actionable steps for financial success. Contact support@domainmoney.com for assistance.

Appreciation Financial Mobile

by Trendsic Corporation, Inc.

Free

This mobile application helps financial agents manage client contacts, access important news and updates, and track commissions and business reports on the go. By using this app, agents can efficiently stay organized and informed, allowing them to focus on growing their business.