Best Fpfoco Mobile Dashboard Apps

5.0(2 ratings)

Free

Manage your investments with ease. View portfolio details, allocations, and performance. Access statements, connect with your advisor, and schedule appointments directly from your mobile device.

ETRADE: Invest. Trade. Save. by ETRADE Securities

Stocks, ETFs, options, crypto

Strong Contender

4.7😐(381K ratings)

Free

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This app simplifies investing, banking, and trading for users of all experience levels. It provides commission-free trades, research tools, educational resources, and high-yield savings options.

What We Love

💻 Powerful trading platform
💰 Competitive fees and rates
🕰️ Smooth trading experience
🔒 Reliable security features

Room to Improve

🐛 Buggy app with frequent crashes
⏱️ Slow performance and lagging issues
🌍 Limited functionality for international users
💸 Unexpected fees and charges

Empower ® by Empower Retirement, LLC

Plan, save, invest, retire

Worth Considering

Ally: Bank, Auto & Invest

4.8😞(421K ratings)

Free

#28in Finance

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

What We Love

👍 Good product overall
🚀 Sleek design and robust performance
🔒 Excellent customer service and support

Room to Improve

🐛 Buggy and unreliable app
⏱️ Slow loading times
🤔 Missing key features and functionality
🤯 Confusing and unintuitive navigation
💻 Forced to use app instead of website
🇨🇦 Not compatible with Canadian users

More Fpfoco Mobile Dashboard apps to explore

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.

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.

(144K)

Betterment Invest & Save Money

Investments & Cash Accounts

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts

Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

free with in-app purchases

(66K)

Dashboard - Portfolio Tracker

Track Stocks, ETFs & Crypto

Schwab Advisor Center® Mobile

(0)

by The Charles Schwab Corporation

Remote client account managementView account balances and positionsTrack submitted request statuses

This app allows independent registered investment advisors to remotely monitor and manage client accounts. It offers secure access to account balances, positions, and request statuses, with features like mobile check deposit and direct support contact.

Conduct critical business operations on the go with a virtual office at your fingertips. Access client accounts, market data, and trading capabilities from anywhere. Stay informed with real-time updates and notifications to support your business.

Client account managementMarket data and watch listsReal-time alerts and notifications

by Sowell Financial Services, LLC

Access and track your investments on the go with an intuitive interface and clear visualizations. Stay informed about your portfolio's performance anytime, anywhere, directly from your smartphone.

Intuitive investment navigationPortfolio performance trackingVisualizations of portfolio data

(78)

Touchstone Investments Mobile

Financial Services

Manage mutual fund accountsView real-time balancesAccess transaction history

Manage your mutual fund accounts securely and conveniently from your mobile device. Access account balances, transaction history, and open new investment accounts. The platform offers easy navigation, quick login, and fraud protection for your financial freedom.

(14)

by National Financial Services LLC

Wealthscape Investor℠

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

(19K)

AI financial advisor built in

M1: AI Wealth Management

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

free with in-app purchases

(75K)

Morgan Stanley Wealth Mgmt

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.

(476)

Facet: Financial Planning

Flat fee, CFP®, investing

Personalized financial roadmapCFP® professional guidanceInvestment management

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.

Access valuation & documents

Opco Client Access mobile app

by Oppenheimer and Co. Inc.

Account summary and holdingsBalances and recent activityAccess account statements

Access your Oppenheimer & Co. Inc. account information, view holdings and balances, and review recent activity. Get the latest research, market commentary, and analyst information. Manage your profile and easily contact your financial advisor.

by BENJAMIN F. EDWARDS & COMPANY, INC.

View account informationCheck balancesContact advisor

Access your financial account details, view balances, and connect with your advisor. This app provides a convenient way to manage your investments on the go.

(13)