Best Mpm Wealth Advisors Apps

Alphanso Wealth

Financial planning & advisory

Free

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your 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.

Orion Wealth Management Portal

by Orion Advisor Services, LLC.

Free

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

Ameriprise Financial

by Ameriprise Financial, Inc.

Free

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

Willow Wealth

Private markets investing

Free

Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.

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.

Black Diamond Wealth Platform

by Black Diamond Performance Reporting, LLC

Free

Access your investment portfolio data through a streamlined mobile interface. This application is designed for authorized clients to view their financial information on the go.

Focus Partners Wealth

by Buckingham Strategic Wealth

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.

Addepar

Wealth management platform

Free

Access the latest portfolio data for net worth, performance, and asset allocation. Clients and advisors can explore holdings by asset class and review significant transactions for a clearer financial overview.

RBC WM Online U.S.

by RBC Capital Markets, LLC

Free

Access your investment accounts on the go with this app. View your portfolio, check balances, and review performance. Securely message your advisor and deposit checks directly from your device.

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.

Envestnet Elevate

by Envestnet Financial Technologies, Inc.

Free

This event app connects wealth management professionals for networking, training, and insights. Access your personalized agenda, browse profiles, participate in live sessions, and connect with other attendees. It's designed for registered participants of the Envestnet Elevate conference.

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.

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 order submissions. Enhanced security features ensure your financial data is protected.

Primerica Advisors

by Pershing, LLC

Free

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.

Trajan Wealth

Plan Smarter. Dream Bigger.

Free

This app provides a centralized platform to view all your investments, assets, and liabilities. It offers intelligent insights, portfolio tracking, and a learning hub to help you manage your finances and connect with your advisor.

Redtail CRM

by Redtail Technology, Inc.

Free

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.