Best Fpms Apps

4.7😞(191K ratings)

Free

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

What We Love

🚀 Intuitive user interface
🔒 Robust security features
💡 Retirement planning tools
👍 User-friendly navigation

Room to Improve

🐛 Frequent app crashes and system unavailability
👎 Lack of transparency in account details
🕰️ Slow performance and loading times
📊 Limited investment performance history

M1: AI Wealth Management by M1 Finance LLC

AI financial advisor built in

Worth Considering

by New York City Deferred Compensation Plan

4.7😊(75K ratings)

FreeAds

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.

What We Love

🚀 Great update and app
🚀 Wonderful app to organize accounts
🚀 Easiest visual long-term investing app
👍 Excellent service and good app
👍 Best app for path to financial freedom
👍 Best investing platform to date

Room to Improve

🔍 Stop pushing users to take on margin debt
🐛 Buggy and glitchy app
🔍 Confusing and baffling app
🔍 Clunky UX with unclear onboarding
🔍 Horrible customer service
💰 Transfers take too long
🔍 Pie and slice concept not user-friendly

More Fpms apps to explore

NYC DCP

All-in-one account managementRetirement income modelingVideo education and live chat

Manage your retirement, health savings, and investment accounts alongside external financial accounts in one secure, personalized platform. Access interactive tools, educational resources, and investment advice to confidently plan for your financial future.

Your finances, handled for you

Expert financial guidanceCustom financial plansActionable steps

Receive personalized financial plans and expert guidance from certified professionals. This app offers custom strategies for every life stage, with clear, actionable steps and bank-level security.

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Financial Perspectives Online

Learn anywhere & anytime

Retire on your terms.

View account balancesRoll over fundsChange contributions

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

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EFE

Your Investment Advisor

Track retirement goal progressView total portfolio and account detailsLink outside accounts

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

by Financial Planning Association (The)

Journal of Financial Planning accessNext Generation Planner contentFinancial Services Review research

Access leading financial planning journals and research. Stay updated with industry insights, practical advice for new planners, and rigorous academic studies. Content is free for FPA members.

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by HILL ISLAND FINANCIAL LLC

Hill Island Financial

Goal-based financial guidanceComprehensive financial planningPurpose-driven advice

This app offers goal-based financial guidance and comprehensive planning services. It aims to help individuals, families, and business owners achieve their financial success and long-term goals through purpose-driven advice.

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 Ameriprise Financial, Inc.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

This app acts as a strategic financial partner to help users build wealth and secure their futures. It focuses on a disciplined, data-driven approach to investing, aligning portfolios with personal values and life goals.

Strategic financial partnershipWealth building guidanceFuture security planning

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.

All-In-One Wealth Management

Connect bank, credit, and investment accountsAutomated net worth, savings, and spending trackingCategorize transactions and set budgets

Manage your finances comprehensively with this app. Track net worth, spending, and investments. Open brokerage and cash accounts, and receive personalized financial guidance and educational content.

(27)

Fintuity - Financial Adviser

Online Financial Planning

Free virtual financial adviserExpert independent financial advice10-minute financial health check

Access free or low-cost digital financial advice in the UK. Get a detailed financial health check in 10 minutes, plan investments, pensions, and protection, or connect with expert independent financial advisers for regulated advice.

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Finhabits: Invest My Money

Invest, Learn, and Protect

Automated investment accountsRetirement savings optionsHealth, dental, and vision insurance plans

This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.

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Plante Moran Wealth

by PMFA INC

On-demand portfolio accessView financial assets and liabilitiesDocument access

Access your investment portfolio and financial information on demand. View all your assets and liabilities in one place, access important documents, and connect with your financial advisory team. Stay informed with wealth management insights.

(8)

Wealth Building Cornerstones

by Wealth Building Cornerstones

Economic-based financial processWealth building and protectionEfficient financial planning

This educational system empowers individuals and families with a straightforward, powerful economic process for wealth building and protection. It guides users through efficient financial planning without sales pressure, leveraging financial tools for optimal results.

💼 Business

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The Retirement Planning Group

by THE RETIREMENT PLANNING GROUP, INC.

Review account performanceView account values and incomeUpload and download documents

This app provides a secure platform for clients to monitor their financial accounts, review performance, and manage documents. It facilitates direct communication with advisors and offers a consolidated view of net worth by linking external accounts.

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