Best Financial Training App

Account overview and balance trackingInvestment performance trackingCost basis and day change details

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.

Track your goals on-the-go

View account holdings and performanceTrack progress toward financial goalsMessage and share documents with team

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

by Beyond Finance Inc.

Review program progressView enrolled accountsConnect with Client Success Team

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.

(19K)

Join Weightless Financial

Weightless Financial App

Albert: Budgeting and Banking

💼 Business

(0)

Organize. Budget. Save.

Budgeting and expense trackingAutomatic savings and investing24/7 identity and account monitoring

Manage your finances with an all-in-one app for budgeting, saving, and investing. It offers 24/7 identity monitoring, high-yield savings accounts, and an AI financial assistant to help you organize your money.

Ally: Bank, Auto & Invest

(328K)

subscription

The app for all things money

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

Access financial wellness tools, personalized resources, and expert Money Coaching on a secure, member-only platform. Track progress, manage budgets, and plan for the future anytime, anywhere.

Secure financial dashboardOne-on-one Money Coach consultationsGoal progress tracking

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.

This app provides employees with educational resources, tools, and financial solutions to achieve financial stability and meet their goals. Earn points through a rewards program for cash and prizes, and access services like personalized assessments, coaching, and money management.

Personalized financial assessmentOne-on-one financial coachingCredit and banking solutions

Send, Spend & Save Money

Instant money transfersZero commission stock and mutual fund investingCustomizable debit card

Manage your finances with an all-in-one app. Send, spend, save, and invest money easily. Get a customizable card, track expenses, and earn rewards. Securely manage your accounts with instant notifications and biometric protection.

free with in-app purchases

(2.6K)

Finanz: Learn to Invest

The Guide for New Investors

Personalized study plansEngaging and adaptive lessonsFree lessons and quizzes

Learn to invest and manage your money with personalized lessons and engaging content. Access free lessons, quizzes, and financial news, or upgrade for exclusive video courses, webinars, and community features.

free with in-app purchases

(73)

Elite Advisor Success System™

Financial Advisor Training

by DecisionPoint Financial, LLC

📚 Education

(0)

DecisionPoint Financial

Interactive financial dashboardDynamic investment reportsDocument vault for advisor files

Manage your complete financial picture with an intuitive dashboard and interactive reports. Securely store and view important documents from your wealth advisor. Track investment performance and allocation with ease.

(6)

Certified Financial Group

Squirrel Financial Literacy

(0)

by Squirrel Education

Access a consolidated view of your entire financial life, track spending and investments, and set personalized goals. Securely store important documents and communicate with your advisor all in one place.

All-in-one account aggregationSpending and investment trackingPersonalized goal setting

Employee Financial Wellness

Personalized financial guidanceGoal tracking and planningEducational resources (articles, sessions)

Gain control of your finances with personalized guidance, goal tracking, and a tailored plan. Access educational resources, AI-powered coaching, and investment advice. Securely manage your budget, monitor spending, and view all accounts in one place.

(39)

MyFinancialClassroom Companion

by Watermelon Express

Financial education companionSupplementary learning resourcesEnhances financial concept understanding

This app serves as a companion to a financial education platform, offering supplementary learning resources. It aims to enhance understanding of financial concepts through its educational content.

📚 Education

(17)