Best Fpms Apps

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MintBridge - Ledger Pro by Dhruv Agnihotri

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Netto Meta - Budgett Note

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More Fpms apps to explore

OneEleven Financial Wellness

Your Dedicated Financial Coach

Dedicated financial coachWeekly check-insText & video access to coach

This app offers personalized financial coaching and smart tools to help you transform your relationship with money. Get paired with a dedicated coach for weekly check-ins, personalized plans, and access to budgeting tools and educational content.

free with in-app purchases

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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.

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.

by Association For Financial Counseling and Planning Education, U.S.A.

by Association For Financial Counseling and Planning Education, U.S.A.

📚 Education

Finance & Accounting Courses

CFI: Real-World Finance

Expert-led finance coursesFinancial modeling and valuationInteractive video lessons

Master corporate finance, financial modeling, and investment banking with expert-led courses. This app offers interactive video lessons and hands-on exercises for seamless learning on the go. Stay updated with new content to advance your finance career.

📚 Education

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free with in-app purchases

Zocks

by Zocks Communications, Inc.

AI-generated meeting prep notesCRM and email data integrationOne-tap voice recording

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.

by The CFO Project, LLC

CFO Advisory service trainingClient acquisition systemsDownloadable tools and templates

This program offers training, systems, and mentorship to help users provide CFO Advisory services. Learn to acquire clients, implement effective strategies, and earn a Certified CFO™ designation. Grow your practice and income without sacrificing personal time.

by NewEdge Wealth, LLC

SabiFunds - Money Manager

Expenses, budgets & projects

Organize finances into projectsProject budget trackingMulti-currency money tracking

Manage your money, track expenses, and plan budgets with this comprehensive financial tool. Organize finances into projects, monitor spending across multiple currencies, and gain smart insights into your financial habits. Secure bank connections and AI assistance are available.

free with in-app purchases

Expense Budget: Money Manager

Bill Manager and Bill Monitor

Log income and expensesCategorize transactionsManage recurring transactions

This app helps you manage your money by tracking income and expenses, organizing bills, and providing financial insights through charts. It offers customizable categories, recurring transaction management, and bill reminders for better financial organization.

Personal Financial Manager

Income and expense trackingFamily member financial managementDebt and loan management

Manage personal and family finances by tracking incomes, expenses, and bank transactions. Organize debts, loans, assets, and budgets with detailed reporting and secure login.

Financial Freedom. Faster.

Achieve financial freedom fasterLive fully today, comfortably tomorrowProven wealth-building philosophy

This app helps users achieve financial freedom by providing a proven wealth-building philosophy. It allows you to save and build wealth while maintaining your current lifestyle, creating new passive income streams.

Center for Financial Planning

(67)

free

by Center for Financial Planning, Inc.®

by Reed Financial Services, Inc.

Reed Financial Services

This app guides you through financial planning themes with step-by-step instructions. It securely links to your accounts, asks questions, and provides actionable to-dos tailored to your financial situation. No finance degree or meetings are required.

Step-by-step financial planning guidanceSecure bank account linkingPersonalized actionable to-dos