Best Mfg Wealth Management Apps

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Free

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Vault: Private Wealth

Grow & preserve your wealth

Free

This app provides high-net-worth individuals with access to personalized wealth management guidance and investment opportunities. It offers a dedicated financial advisor, diversified portfolios, and exclusive access to private market investments.

Mezzi Wealth

AI portfolio and tax guidance

Free

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.

Wealth Builder University

Wealth Builder University

Free

This app helps users efficiently manage business operations, including branches, contacts, team members, and client records. It offers tools for policy management, appointment scheduling with reminders, and detailed sales performance analysis through charts and reports.

Flourish Wealth

by FLOURISH WEALTH MANAGEMENT INC

Free

Access your financial accounts and investment performance on the go. View real-time holdings, quarterly statements, and utilize financial planning tools. This app provides a convenient way to manage your wealth from anywhere.

Focus Partners Wealth

by Focus Financial Partners, LLC

Free

Access your financial advisor and manage your wealth securely from anywhere. View accounts, communicate with your team, exchange documents, and track your financial goals and long-term plan.

Plante Moran Wealth

by PMFA INC

Free

Access your investment portfolio and financial information on demand. Add and view all financial assets and liabilities in one place, and access important documents and team contact details. This app is exclusively for clients of Plante Moran Financial Advisors.

The Legacy Wealth App

by LEGACY WEALTH LLC

Free

Access your investment portfolio data through a streamlined and intuitive mobile interface. Designed exclusively for clients of Legacy Wealth, this app provides a clear overview of your financial information.

MD Wealth

by MD Wealth Management, LLC

Free

Access your financial portfolio and manage investments through a secure client portal. Track account performance, view statements, and stay updated on your financial goals. Designed for existing clients to easily manage their wealth.

Aditya Birla Capital - Wealth

Wealth

Free

This app provides a platform for wealth distribution, offering various financial products like mutual funds, company deposits, and portfolio management services. It acts as a distributor for different financial product providers, guiding users through investment decisions.

True Wealth

Wealth management. Simplified.

Free

Invest and save for retirement with an ETF-based wealth management service. Set your targets and retain control while the platform handles implementation, rebalancing, and custody fees. Offers options for child portfolios and Pillar 3a retirement accounts.

PFG Private Wealth

by PFG Private Wealth Management, LLC

Free

Manage your finances and connect with your advisor on a secure platform. Track your portfolio, monitor financial plan progress, and access important documents and reports anytime, anywhere.

Wealth Access Mobile

by Wealth Access

Free

Access your complete personal balance sheet and financial accounts from anywhere. Track recent trades, view portfolio holdings, and update information on the go. This platform aggregates data from over 20,000 institutions for a comprehensive financial overview.

Stock Yards Wealth Management

by S.Y. BANCORP, INC

Free

This app provides a comprehensive and secure platform to view your personal balance sheet, track recent trades and transactions, and manage your portfolio from anywhere. It intelligently aggregates data from over 20,000 institutions, allowing you to organize expenses and share information with your financial advisors.

PROVEN Wealth

by Proven Wealth Limited

Free

Access expert financial advice and investment insights from a team with decades of experience managing billions of dollars. Benefit from know-how across asset management, corporate finance, and stock brokerage.

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.