Best Frazier Financial Advisors Apps

Manage retirement savingsAccess stock optionsView health insurance details

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

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.

M1: Invest & Bank Smarter

(7.5K)

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Manage Money, Build Wealth

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.

(75K)

Capital Group PlanPremier401k

Manage your 401k

View retirement income estimatesCheck personal rate of returnManage contribution amounts

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

by Robert W. Baird & Co.

View portfolio and asset allocationSecure login with biometricsTrack net worth

Monitor your wealth and track your financial plan with ease. View your portfolio, check your net worth, and securely access important documents. Get expert insights and connect with your financial advisor.

(1.2K)

Alpheva AI: Financial Advisor

Make More. Stress Less.

Personalized financial insightsReal-time net worth and cash flow trackingInvestment dashboards

This AI-powered financial advisor simplifies your money management by securely connecting to your accounts. It provides personalized insights, tracks your net worth and cash flow, and helps you identify savings opportunities for smarter financial decisions.

Capital Group RKDirect 401k

(118)

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Manage your 401k

View account balancesCheck personal rate of returnReview transaction history

Manage your employer-sponsored retirement plan on the go. View account details like balances, rates of return, and transaction history. Make changes to your investments, contribution allocations, and personal information as permitted by your plan.

(11K)

Investing, Wealth Management

Titan: Your Wealth Team

Dedicated advisory teamProfessional investment managementAutomated cash management

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

Beanstox: Simple Investing

(7K)

freemium

Start small, grow wealth

Automated ETF portfolio investingRetirement accounts (Traditional & Roth IRAs)Invest in Gold and Bitcoin ETFs

This app offers automated investing in diversified ETF portfolios, retirement accounts, and other options. It simplifies long-term investing with recurring deposits and portfolio management, making it accessible for both beginners and experienced investors.

(4K)

Your Financial Wellness Hub

Financial Finesse

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.

(9)

Morningstar for Advisors

by Morningstar, Inc.

Digitize portfolio informationCapture and crop financial statementsCreate portfolio scenarios

This app digitizes client portfolio information for financial advisors, allowing them to capture, crop, and create portfolio scenarios. It provides access to client accounts and market insights on the go, enhancing advisor efficiency and client connection.

(12)

Legacy Financial Advisors

Legacy Financial

View financial newsfeedAttend Zoom calls with advisorAccess eMoney client portal

This app provides clients with a secure portal to access and manage their financial information. It allows for direct communication with advisors, access to market insights, and the ability to view performance reports and news.

(4)

Firstrade: Invest & Trade

Stocks, Options, ETFs.

Commission-free trading on stocks, ETFs, options, and mutual fundsZero options contract feesFractional share trading starting at $5

Invest in stocks, options, and ETFs commission-free with a platform offering fractional shares, AI-powered insights, and extended trading hours. Manage multiple accounts, including IRAs, and access premium research to make informed trading decisions.

(8.3K)

Employee Financial Wellness

BrightPlan

Personalized financial guidanceGoal tracking and planningEducational resources (articles, sessions)

Gain control of your finances with personalized guidance, goal tracking, and a tailored plan. Access educational resources, AI-powered coaching, and investment advice. Securely manage your budget, monitor spending, and view all accounts in one place.

Securely access and manage your Primerica Advisors managed investment accounts on your mobile device. Review portfolio performance, holdings, transaction history, and important documents anytime, anywhere.

Secure client account accessView portfolio performanceAccess holdings and transaction history

(33)

My Financial Advisor -Blueleaf

Your Advisor, Always There.

Real-time advisor updatesPortfolio performance trackingAccount balance aggregation

Access your complete financial life and communicate directly with your advisor. Receive real-time updates, track portfolio performance, and stay informed about market insights and planning tips. This app provides a transparent and convenient way to manage your finances and engage with your financial professional.

by Redtail Technology, Inc.

Access client contact informationManage calendar and schedule activitiesView and edit contact details

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.

💼 Business

(675)