Best Grp Financial Apps

Financial Finesse

Your Financial Wellness Hub

Free

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.

NYC DCP

by New York City Deferred Compensation Plan

Free

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.

Goldman Sachs Wellness

Ayco Financial Wellness

Free

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.

Prime Capital Financial

Prime Capital Financial

Free

Stay informed with timely content on market trends and financial planning. Connect with your team via direct messaging and scheduled Zoom calls. Access resources and receive alerts for important events.

Cube Wealth: Financial Planner

Savings and Investment Guide

Free

This app helps you manage your wealth, investments, and retirement planning through a unified platform. It leverages expert insights and a proprietary algorithm to assess your finances, identify risk levels, and guide you toward optimal investment strategies across various asset classes.

MFS - MTG Financial Services

by Mortgage Financial Services, LLC

Free

Manage your entire mortgage journey from your phone. Connect with your agent and lender, and calculate the best mortgage options for you.

Fruitful: Finances figured out

Talk, Track, Invest, & Save

Free

Access personalized financial guidance from a CFP® professional and manage your banking products. Schedule video sessions, chat with your financial guide, and engage with investment and savings tools. Requires membership signup at fruitful.com.

XML Financial Group

Personalized Wealth Management

Free

This app serves as a single point of contact for managing various aspects of your financial life, allowing you to monitor your wealth management strategy in real-time and access expert commentary. It offers widgets for real-time article updates and push notifications for important news.

GS PWM

Wealth Management

Free

Manage your Goldman Sachs Private Wealth Management or Ayco accounts on the go. View portfolio performance, initiate transfers, and stay updated with market insights. Designed for existing clients to access their financial information securely.

NWPS

by Northwest Plan Services, Inc.

Free

Manage your employer-sponsored retirement plan. View account balances, investment holdings, and personal rates of return. Track your salary deferrals directly within the app.

West Financial Services, Inc.

by West Financial Services, Inc.

Free

Manage your finances with an intuitive dashboard, secure document storage, and interactive reports. This app offers budgeting tools and a comprehensive view of your financial picture, all within a secure and user-friendly mobile interface.

GS Select

Banking & Lending

Free

Manage your finances on the go with this banking and lending app. Access liquidity, view account details, move funds, and make payments securely. Requires existing client status.

CapTrust Financial Advisors

by CapTrust Financial Advisors (Holland)

Free

Manage your investment accounts on the go with this mobile app. Access your portfolio and financial information securely from your smartphone or tablet. Contact your advisor to get started.

Cortex Financial

by SALEMOVE, INC.

Free

Connect with financial representatives through secure chat, audio, or video calls. Get personalized support and resolve your queries efficiently.

Grit Financial

Earned money acess

Free

This financial wellness platform offers tools to manage money, pay bills on time, earn interest on savings, and improve credit scores. It also provides employers with free financial tools to enhance workforce productivity and security.