Best Fintello Apps

Alinea: Automated Investing

AI Trades- Stocks, ETF, Crypto

Free

Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.

Zocks

by Zocks Communications, Inc.

Free

Streamline your financial advisory work with an AI assistant. Automate meeting preparation, documentation, and follow-up tasks directly from your mobile device. Focus more on client relationships and less on administrative burdens.

Vega Minds

Your AI Associate Advisor

Free

This AI-powered associate advisor streamlines your professional practice by learning your style and clients. It automates tasks like drafting client emails, preparing for and summarizing meetings, managing tasks, and creating content. The mobile app allows for direct chat, meeting recording, and access to meeting analyses.

Facet: Financial Planning

Flat fee, CFP®, investing

Free

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

Jump AI

AI for wealth managers

Free

This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.

Era: AI for Your Money

Connect your finances to AI

Free

This AI-powered app provides proactive financial management by connecting your accounts and automating tasks. It offers personalized insights and smart routines to help you control your money without complex budgeting.

Wealthbox

CRM for Financial Advisors

Free

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

Redtail CRM

by Redtail Technology, Inc.

Free

Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.

ClientWise eXchange™

Community. Content. Learning.

Free

This app connects financial advisors and their teams within an exclusive online community. It offers content and learning resources designed to foster growth and build high-performing firms. Join a network dedicated to advancing the financial advisory profession.

Finzo AI - هوش مصنوعی فینزو

AI Assistant & Content Creator

Free

This AI-powered app offers a suite of tools for content creation, market analysis, and professional advice. Generate images, videos, and music, or get assistance with legal, fashion, and relationship queries. It provides a free daily quota with options for premium subscriptions and in-app purchases.

Magellan Network/Mastermind

Magellan Network/Mastermind

Free

Access daily coaching videos, live Zoom sessions, and exclusive content to improve your mindset, strategies, and habits for business and financial growth. Connect with a coach and learn conversion processes.

Mohan Consulting

Learn from the Best

Free

This app provides a dedicated space for financial advisors to access live coaching, structured training, and on-demand replays. It focuses on modernizing, automating, and scaling advisory practices through operational systems and processes.

Parrot AI by Advisor360°

by Advisor360°, LLC

Free

This mobile assistant helps financial advisors save time by managing client information, capturing meeting details, and providing instant insights. It allows for seamless client communication and organization, keeping all client interactions connected.

Autopilot: Automated Investing

In your own brokerage account

Free

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

Family Office Club

Proximity. AI. Scale.

Free

Connect with wealthy founders and investors, access AI-powered business tools, and discover growth strategies. Stream investor talks, register for events, and network with peers. Designed for scaling businesses and deploying capital.

Redtail Speak

by Redtail Technology, Inc.

Free

This app provides a secure and compliant platform for financial advisors to text message clients and collaborate with staff. It offers real-time communication, automatic archiving, and integration with CRM systems for enhanced client relationships and team efficiency.