Best Gfmex Apps

Account overview and balance trackingInvestment performance trackingCost basis and day change details

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Access valuation & documents

Plan, save, invest, retire

Consolidated account viewRetirement planningBudget tracking

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.

free with in-app purchases

(404K)

ParmisaK PFM

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.

(2.5K)

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.

(449)

Park Avenue® Wealth Management

by Park Avenue Securities

Account balances and holdingsInvestment performance trackingPortfolio allocation overview

Access your investment accounts, view balances, track performance, and manage transactions on the go. Securely store and share documents with your advisor. Requires an existing account with Park Avenue Securities.

by First Command Financial Services, Inc

Lighthouse Finance Solutions

💼 Business

(0)

by VENTURETECH SOLUTIONS LLC

Track financial progressManage draftsContact client services

Manage your financial progress, track drafts, and connect with client services. This application provides a convenient platform for approving settlements and overseeing your financial journey.

Access financial wellness tools, personalized resources, and expert Money Coaching on a secure, member-only platform. Track progress, manage budgets, and plan for the future anytime, anywhere.

Secure financial dashboardOne-on-one Money Coach consultationsGoal progress tracking

Access your investment accounts securely on the go. View statements, balances, holdings, and account activity. Deposit checks, pay bills, and access market research.

View account statements and tax documentsAccess balances and portfolio holdingsMonitor account activity and cash flow

(68)

Accounting Client Portal

Talk to your accountant

Effortless communication with accountantSecure file and receipt sharingQuick access to financial statements

This app facilitates seamless communication and document sharing between clients and their accountants. It allows users to securely upload files, ask questions, and access financial statements for informed decision-making.

Morgan Stanley at Work

View stock plan account balance and activityCheck award vesting schedulesSell shares and exercise options

Manage your stock plan accounts on the go with this mobile application. View your balance, track vesting schedules, sell shares, and exercise options. Interactive visualizations provide key account information at a glance, with secure login options.

(7.7K)

Neverless: Stocks & Crypto

0 trading fees, 0 FX fees

Buy/sell 500+ cryptos, gold, silver0% trading feesLeverage up to 5x

Invest in cryptocurrencies, gold, and silver with zero fees. Access passive income through automated strategies, borrow against your assets, and enjoy bank-grade security. Stocks investing is coming soon.

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.

Manage client information, notes, tasks, and documents on the go. This app provides advisors with essential tools for client management in a mobile-friendly format.

Client managementContact managementNote taking

(7)

D.A. Davidson Client Access

by D. A. Davidson Companies

Secure account accessView balancesView holdings

Securely access your D.A. Davidson account information on the go. View balances, holdings, and activity with this user-friendly mobile app. Combine easy access with your Financial Advisor's guidance for confident financial management.

RV/GCR News, All in One Feed

Manage your John Deere Financial accounts conveniently and securely. View account details, statements, and make payments. Enroll in AutoPay to avoid missed payments and access past statements.

View account detailsAccess statements (18 months)Make one-time payments