Best Litmus Risk Apps

Wealthfront: Save and Invest

Saving, investing, stocks.

Free

Manage your savings and investments in one place. Earn competitive APY on cash deposits, invest in diversified portfolios or individual stocks with zero commissions, and get a holistic view of your financial future.

The Policy Risk App

Policy Made Personal

Free

Understand how government policy impacts your personal life, finances, and future. This AI-powered agent provides daily briefs, explains policy changes, and connects to your financial accounts for personalized insights.

BCU Risk Advisors LLC Online

by BCU RISK ADVISORS LLC

Free

Access your insurance information anytime, anywhere with this mobile client portal. Manage your account details and explore various service options conveniently from any device. Get started today to experience fast, 24/7 service.

M1: AI Wealth Management

Investing, saving & advice

Free

This AI-powered financial advisor offers personalized investment, saving, and borrowing advice directly within your accounts. It acts as a registered fiduciary, legally bound to your best interests, and provides on-demand portfolio reviews and custom investment strategies.

Zocks

by Zocks Communications, Inc.

Free

This AI assistant helps financial advisors save time on administrative tasks like meeting preparation, documentation, and follow-up. It provides AI-generated notes, voice recording capabilities, and organization tools to enhance client interactions and streamline workflows.

EFE

Your Investment Advisor

Free

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.

Facet: Financial Planning

Flat fee, CFP®, investing

Free

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.

Wealthscape Investor℠

by National Financial Services LLC

Free

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity orders. Enhanced security features include biometric login and two-factor authentication.

Titan: Your Wealth Team

Investing, Wealth Management

Free

This app provides specialized wealth management for tech professionals, handling complex financial matters like equity compensation and taxes. It combines AI technology with dedicated advisory teams to offer personalized financial guidance and investment strategies.

Frec: Tax-aware investing

Direct indexing & long short

Free

Invest in tax-efficient strategies with direct indexing and customizable portfolios. Access cash with a portfolio line of credit and earn yield on idle cash. Trade commission-free with secure asset protection.

Wealthbox

CRM for Financial Advisors

Free

Manage client relationships and firm activities with this comprehensive CRM mobile app. Features include secure login, contact management, task organization, and calendar integration. Stay updated on your practice with a streamlined interface designed for financial advisors.

Corebridge

Action is everything.

Free

Manage your retirement savings and financial goals on the go. Track your progress, make adjustments to your contributions and investments, and access educational resources to improve your financial wellness.

Broker 360

by BROKER 360 LLC

Free

This CRM app provides insurance agents with tools to manage sales and teams. It offers a comprehensive suite to enhance the sales experience and streamline operations.

Risk & Insurance magazine

by The Institutes

Free

This publication explores emerging risks and mitigation strategies within the insurance industry. It covers key areas like risk management, commercial insurance, and insurtech, offering insights to help professionals succeed and stay motivated. Access current and past issues for free, with options for offline reading and article sharing.