Best Fundz Avenue Apps

0.0(0 ratings)

Free

NetBenefits by Fidelity Investments

Fidelity workplace benefits

Strong Contender

4.6😞(29K ratings)

Free

#39in Finance

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.

What We Love

👍 Easy to use
🚀 Convenient mobile access
🔒 Secure document upload
💡 Helpful retirement planning tools

Room to Improve

🐛 Buggy and glitchy
🕸️ Feels like a mobile website, not a true app
🤔 Confusing navigation and user experience
⏱️ Slow performance and long load times

Principal® by Principal Financial Group

Retire on your terms.

Worth Considering

4.8😞(237K ratings)

Free

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.

What We Love

🚀 Easy to use
👍 Convenient mobile access
💡 Helpful investment tools
🔒 Secure login process

Room to Improve

🐛 Frequent crashes and bugs
⏱️ Slow and laggy performance
📊 Lacking key account information
🤔 Confusing navigation and UI

More Fundz Avenue apps to explore

Goldman Sachs Wellness

Ayco Financial Wellness

Financial wellness assessmentGoal setting and trackingPersonalized financial guidance

Access personalized financial guidance and tools to improve your financial well-being. Take an assessment, set goals, and use resources like seminars or coaching to manage savings, debt, and future planning. Your employer covers the cost, making financial wellness accessible.

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BrightUp - Financial Wellness

Intelligent financial wellness

Net worth growth toolsSelf-worth improvement resourcesEmotionally intelligent platform

This platform offers intelligent financial tools and resources to help users and their families improve their net worth and self-worth. It focuses on the connection between emotional well-being and financial decision-making.

(1)

GreenPath Financial Wellness

by GreenPath, Inc.

Personalized financial plan creationGoal setting and trackingFinancial wellness coaching

This app helps you create and follow a personalized financial plan. It guides you through financial wellness themes, identifies gaps, and helps you set and achieve goals with minimal weekly time commitment.

Wealthfront: Save and Invest

(6)

ad-supported

Saving, investing, stocks.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

(17K)

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.

(75K)

by WEALTH MUNSHI IMF PRIVATE LIMITED

Wealth Munshi

Goal-based financial planningOnline investment transactions (SIP, one-time, sell, switch)Consolidated portfolio tracking (individual & family)

This app offers comprehensive financial planning and investment management services. It helps users set and track financial goals, transact online, manage portfolios, and track capital gains tax. It also provides alerts for insurance and investment maturities.

Track your financial program's progress and view enrolled accounts. Connect with a dedicated client success team for support and receive personalized financial tips and inspiration.

Program progress reviewEnrolled account managementClient Success Team connection

(4.9K)

Bippit - Financial Wellbeing

Guidance, Planning & Budgeting

1-on-1 financial coachingFinance tracking and analysisGoal setting and planning

Access 1-on-1 financial coaching, track your spending, and plan for your future goals. Get expert guidance and resources to improve your financial wellbeing in a secure and confidential environment.

by New York City Deferred Compensation Plan

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.

(12K)

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.

(66K)

Financial planning & advisory

Alphanso Wealth

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.

Facet: Financial Planning

(90)

subscription

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.

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.

Access your investment portfolio and financial information on demand. Add and view all financial assets and liabilities in one place, and access important documents and team contact details. This app is exclusively for clients of Plante Moran Financial Advisors.

On-demand portfolio accessView financial assets and liabilitiesDocument access

(8)

Your Wealth Architect

AI financial planning

Consolidated financial overviewAI-driven financial roadmapBudget tracking and spending analysis

This app consolidates your financial accounts, budgets, and goals into a single, clear roadmap. It uses AI to help you understand your spending, plan for retirement, and make informed financial decisions without needing to manage multiple spreadsheets.

Invest, Insure & Plan Finances

Curated financial solutionsEasy mobile investingGoal-based savings accounts

This app offers curated financial solutions and investment plans to help users reach their financial goals. It provides tools for easy investing, saving, and managing money directly from a mobile device.

(3K)

WellCents

Financial Wellness AssessmentCustomized Action PlansGroup Education Workshops

This program offers a comprehensive financial wellness plan to help individuals achieve financial well-being and prepare for retirement. It includes an assessment to gauge financial health, a personalized action plan, and tailored educational workshops and one-on-one meetings.

💼 Business

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