Best Mayflower Advisors Apps

5.0(5 ratings)

Free

Access your financial accounts and portfolio data securely on your mobile device. Track managed portfolios, linked accounts, and performance reports. Connect directly with your wealth manager and support team.

M1: AI Wealth Management by M1 Finance LLC

Investing, saving & advice

Strong Contender

4.7😊(75K ratings)

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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.

What We Love

🚀 Great update and app
🚀 Wonderful app to organize accounts
🚀 Easiest visual long-term investing app
👍 Excellent service and good app
👍 Best app for path to financial freedom
👍 Best investing platform to date

Room to Improve

🔍 Stop pushing users to take on margin debt
🐛 Buggy and glitchy app
🔍 Confusing and baffling app
🔍 Clunky UX with unclear onboarding
🔍 Horrible customer service
💰 Transfers take too long
🔍 Pie and slice concept not user-friendly

Wealthfront: Save and Invest by Wealthfront

Saving, investing, stocks.

Worth Considering

Facet: Financial Planning

4.8😊(18K ratings)

Free

Wealthfront: Save and Invest screenshot 1

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Wealthfront: Save and Invest screenshot 6

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.

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

More Mayflower Advisors apps to explore

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.

Securely access and manage your Primerica Advisors managed investment accounts on your mobile device. Review portfolio performance, holdings, transaction history, and important documents anytime, anywhere.

Secure client account accessView portfolio performanceAccess holdings and transaction history

Your Investment Advisor

Track retirement goal progressView total portfolio and account detailsLink outside accounts

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.

AI-native CRM for advisors

AI-native CRMRecord meetingsTalk-to-text notes

This AI-powered CRM helps financial advisors manage client relationships and streamline workflows. Record meetings, take notes with voice-to-text, and get AI insights on client data directly from your mobile device.

💼 Business

(81)

Beanstox: Simple Investing

Start small, grow wealth

Automated ETF portfoliosRetirement accounts (Traditional & Roth IRAs)Invest in Bitcoin, Gold, AI ETFs

Invest automatically with personalized ETF portfolios and retirement accounts. Start with as little as $10 and benefit from expert-built strategies. Secure and regulated, it's designed for both new and experienced investors.

CRM for Financial Advisors

Secure login with Face ID/Touch IDContact management with quick actionsRedesigned calendar and task management

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.

Employee Financial Wellness

Personalized financial guidanceGoal tracking and planningEducational resources (articles, sessions)

Gain control of your finances with personalized guidance, goal tracking, and a tailored plan. Access educational resources, AI-powered coaching, and investment advice. Securely manage your budget, monitor spending, and view all accounts in one place.

Gain a comprehensive view of your entire financial life with real-time data and detailed account breakdowns. Securely communicate with advisors and access your financial information anytime, anywhere.

Real-time holdings and balancesBalance and transaction historyDetailed position breakdown

(116)

My Financial Advisor -Blueleaf

Your Advisor, Always There.

Real-time advisor updatesPortfolio performance trackingAccount balance aggregation

Access your complete financial life and communicate directly with your advisor. Receive real-time updates, track portfolio performance, and stay informed about market insights and planning tips. This app provides a transparent and convenient way to manage your finances and engage with your financial professional.

(15)

Schwab Advisor Center® Mobile

by The Charles Schwab Corporation

Remote client account managementView account balances and positionsTrack submitted request statuses

This app allows independent registered investment advisors to remotely monitor and manage client accounts. It offers secure access to account balances, positions, and request statuses, with features like mobile check deposit and direct support contact.

(44)

Orion Wealth Management Portal

by Orion Advisor Services, LLC.

Wealth management toolsAdvisor collaborationFinancial planning access

Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.

(26)

SEI Connect - Investor

Powering Wealth

Biometric loginPush notificationsDocument scanner

Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.

Betterment Invest & Save Money

(34)

ad-supported

Investments & Cash Accounts

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash reserve account

Automated investing and savings app to help you reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for long-term wealth growth. Start with as little as $10.

free with in-app purchases

(66K)

Mezzi Wealth

AI portfolio and tax guidance

AI-powered portfolio insightsTax-saving opportunitiesFee reduction recommendations

This app uses AI to provide personalized investment portfolio guidance, helping users save on taxes, reduce fees, and increase passive income. It consolidates all family investments in one place, offering real-time insights and AI-powered chat for financial queries.

Manage your 401(k) retirement savings with ease. Track your balance, adjust investments, and generate savings projections. Get personalized recommendations and update beneficiaries securely.

View account balance and gains/lossesReview and adjust investment allocationsGenerate savings projections

by Redtail Technology, Inc.

Access client contact informationManage calendar and schedule activitiesView and edit contact details

Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.

💼 Business

(695)

free with in-app purchases

Mary & Pip

All-In-One Wealth Management

Connect bank, credit, and investment accountsAutomated net worth, savings, and spending trackingCategorize transactions and set budgets

Manage your finances comprehensively with this app. Track net worth, spending, and investments. Open brokerage and cash accounts, and receive personalized financial guidance and educational content.