Best Mayflower Advisors Apps

5.0(5 ratings)

Free

Access your financial accounts securely on your mobile device. View portfolio activity, balances, and performance reports. Connect directly with your wealth manager and support team for personalized assistance.

Alinea: Automated Investing by ALINEA INVEST, LLC

AI Trades- Stocks, ETF, Crypto

Strong Contender

4.8😊(117K ratings)

Free

#93in Finance

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Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.

What We Love

🚀 Easy to use
👍 User-friendly interface
💡 Innovative investing features
🚀 Streamlined investing process
👍 Personalized investment recommendations
💡 Investing playlists and community
🚀 Automated investing options
👍 Educational resources and guidance
💡 Values-aligned investing opportunities
👍 Responsive customer support

Room to Improve

🐛 Subscription charges without consent
🐛 Difficulty cancelling subscriptions
🐛 Slow customer support response times
🐛 Lack of transparency around fees
🐛 Confusing account setup process
🐛 Inconsistent app performance

Wealthfront: Save and Invest by Wealthfront

Saving, investing, stocks.

Worth Considering

MyBlock: Tax Docs & Refund

4.8😊(17K ratings)

Free

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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.

What We Love

🚀 Fantastic HYSA and Robo-Advisor
👍 Impressive money managing app
👍 Phenomenal app for people trying to reach financial goals
👍 Great Robo Investing App
👍 My favorite Finance App, period
👍 Awesome way to save and invest!
👍 Saving for my generation
👍 Very Functional and Easy to Use

Room to Improve

🚫 Not good for IRA and investing accounts
🚫 Great APY, Terrible Features and Compatability
🐛 Alas...
🚫 Constant relink makes this pointless
🐛 Failed identity verification - poor support. Can't open account. Need bug fix.
🐛 Constant relink makes this pointless
🐛 Horrible Returns
🚫 No control over investments

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Upload docs. Chat with tax pro

Upload and organize tax documentsTrack refund and return statusEstimate tax refund

Manage your taxes and financial life in one secure app. Upload and store tax documents, track your refund status, and connect with tax professionals. Stay organized year-round with tools designed for real tax needs.

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Invest in your child’s future

Open accounts for eligible childrenAutomatic investment in long-term fundsTrack contributions and monitor performance

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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.

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💼 Business

by Beacon Pointe Holdings, LLC

Beacon Pointe Advisors

Autopilot: Automated Investing

In your own brokerage account

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

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Connect investors and advisors

H&R Block Tax Prep: File Taxes

E-file your 2025 Tax Return

Automatic data import from prior year returnsW-2 import via payroll providerDocument upload via photo

Easily prepare and file your federal and state tax returns from any device. Automatically populate up to 80 fields by uploading last year's return. Get expert help, track your refund, and maximize your refund with personalized insights.

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Titan: Your Wealth Team

Investing, Wealth Management

Dedicated advisory teamProfessional investment managementAutomated cash management

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

Your Investment Advisor