Best Finmatics Apps

0.0(0 ratings)

Free

FinMate AI by Trellish Corp

AI By Advisors For Advisors

Strong Contender

💼 Business

0.0(0 ratings)

Free

Finmate: Budget & Debt Tracker by Ahmed Chebli

Personal Finance & Budgeting

Worth Considering

Morgan Stanley Wealth Mgmt

5.0(6 ratings)

FreeAds

Finmate: Budget & Debt Tracker screenshot 1

Finmate: Budget & Debt Tracker screenshot 2

Finmate: Budget & Debt Tracker screenshot 3

Finmate: Budget & Debt Tracker screenshot 4

Finmate: Budget & Debt Tracker screenshot 5

Finmate: Budget & Debt Tracker screenshot 6

Manage your finances with tools for tracking expenses, setting budgets, and planning debt payoff. An AI assistant provides insights and forecasts to help you spend smarter and save more.

More Finmatics apps to explore

by Morgan Stanley

Account management and balance viewingMobile check depositMoney transfers and bill pay

Manage your personal finances, accounts, and investments on the go. Deposit checks, transfer money, view documents, and connect with your financial advisor securely. Track spending, set alerts, and even lock your debit card if misplaced.

Easily manage your finances on the go. Check balances, track transactions, and make quick transfers between accounts or to others. Customize your experience and open an account to access all benefits.

View account balancesTrack credits and debitsQuick money transfers

(2)

Lighthouse Finance Solutions

by VENTURETECH SOLUTIONS LLC

Track financial progressManage draftsContact client services

Manage your financial progress, track drafts, and connect with client services. This application provides a convenient platform for approving settlements and overseeing your financial journey.

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.

All-in-one business finance

Net-60 business credit card termsAutomated accounts payable managementSimplified expense tracking

Manage your business finances with a credit card offering net-60 payment terms and an integrated super app. Automate accounts payable, track expenses, and generate invoices to streamline operations and support growth.

Compliant Text Messaging

Compliant text messagingClient and colleague communicationConversation retention

This app provides compliant text messaging for financial professionals. It ensures conversations are retained, reportable, and archivable, while offering a familiar texting experience for clients without requiring them to install new software.

For debt settlement clients

View account balanceMonitor transactionsCheck deposit dates

Manage your special purpose account for debt settlement with ease. Check balances, monitor transactions, view statements, and contact support directly from your mobile device.

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

by NassPay Financial Solutions

Link NassPay cardTrack transactionsCreate virtual cards

Manage your finances effortlessly with this app. Link your card, track transactions, and create virtual cards instantly. Send and receive money easily, find agents and ATMs, and stay updated with notifications. Enjoy 24/7 support for a seamless banking experience.

Manage your payroll card funds with ease. Check your balance, review transactions, and track your spending to gain better control over your finances. Experience a simple, quick, and painless way to manage your money.

Check card balanceView transactionsTrack spending

💼 Business

(7.1K)

Mutual of America Fin Group

by MUTUAL OF AMERICA LIFE INSURANCE COMPANY

View account balanceTrack investment allocationsMonitor loan information

Access your retirement savings account 24/7 from anywhere. View account balances, investment allocations, loan details, and transaction history. Manage personal information and track contributions and earnings.

(14)

Track, manage & build wealth

Finn: AI Wealth Manager

Intelligent stock picks with Finvest ScorecardSmart discovery of investment themes and recommendationsDeep portfolio insights and risk analysis

This app is an intelligent personal wealth manager that simplifies investing and provides powerful financial tools. It helps users analyze, discover, and trade stocks, ETFs, crypto, and bonds, while also tracking all financial accounts in one place.

by National Financial Services LLC

Biometric login (face/fingerprint)Two-factor authenticationMobile check deposit

This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.

(2.8K)

Fruitful: Finances figured out

Talk, Track, Invest, & Save

1-to-1 financial guidanceSchedule video sessionsChat with financial guide

Access personalized financial guidance from a CFP® professional and manage your banking products. Schedule video sessions, chat with your financial guide, and engage with investment and savings tools. Requires membership signup at fruitful.com.

A digital platform offering financial services and employee benefits with a focus on agility and user choice. It aims to provide a modern experience for both companies and individuals, empowering them with financial freedom.

Digital financial platformEmployee benefits managementAgile and flexible technology

(43)

eFinancialCareers: Jobs + News

Job Search & Career Advice