Best Jeff Fagen Apps

CFI: Real-World Finance

Finance & Accounting Courses

Free

Master corporate finance, financial modeling, and investment banking with expert-led courses. This app offers interactive video lessons and hands-on exercises for seamless learning on the go. Stay updated with new content to advance your finance career.

Five Lakes

by Sergio Rabiela

Free

Track your financial program's progress and manage enrolled accounts. Connect with the client success team for support and receive personalized finance tips to guide your financial journey.

Private Client Services

Client portal

Free

Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.

Capital Group PlanPremier401k

Manage your 401k

Free

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.

Capital Group RKDirect 401k

Manage your 401k

Free

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.

Robinhood Banking

Credit Card & Banking

Free

This app offers a credit card with 3% cash back on all purchases and virtual card numbers for private spending. It also provides modern banking essentials like high-yield savings and 24/7 customer support without needing to visit a branch.

Leaders Credit Union

by Leaders Credit Union

Free

Manage your finances on the go with this mobile banking app. View transactions, deposit checks, pay bills, and apply for loans or new accounts. It also offers budgeting tools, FICO score viewing, and secure chat with financial experts.

Kashable

Financial Wellness

Free

This app provides financial wellness solutions, offering low-cost loans for various life events and debt management. It helps users build credit by reporting to major bureaus and offers free credit monitoring and a financial literacy library.

PlanLink

Powered by Daybright Financial

Free

Quickly enroll in retirement plans and manage your investments. Access loan and withdrawal options, view performance data, and track transaction history securely with biometric authentication.

iConnections LLC

The Alts Industry Network

Free

This app connects the investment management community, fostering stronger relationships and unique opportunities. It provides a secure platform for finding professionals, scheduling video meetings, sharing documents, and tracking interactions to improve investment strategies globally.

MyJanney

by Janney Montgomery Scott

Free

Access your financial information on the go. View account balances, securities, recent activity, and order status. Optimized for mobile devices.

GFI Tevah

More than financial technology

Free

This mobile platform provides authorized business partners with essential company information, performance insights, and resources. It offers a business dashboard, progress tracking, and quick access to company updates and tools.

FFB - First Financial Bank

by First Financial Bank (AR)

Free

Manage your finances on the go with this banking app. Set up alerts, make payments, transfer funds, deposit checks remotely, and manage your debit card. Secure your account with a passcode or biometrics.