Best Mppl Financial Apps

5.0(1 ratings)

Free

Access your complete financial overview from any device. Track portfolio performance, review strategies, and view risk profiles all in one dashboard. Securely access important documents like statements and tax forms.

Facet: Financial Planning by Facet Wealth, Inc

Flat fee, CFP®, investing

Strong Contender

4.9(22 ratings)

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.

EFE by Edelman Financial Engines, LLC

Your Investment Advisor

Worth Considering

4.6😐(7.6K ratings)

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.

What We Love

👍 User-friendly
🚀 Easy to navigate
💡 Comprehensive account information
🔒 Secure login process
🚀 Convenient mobile access

Room to Improve

🐛 Inconsistent data updates
🔍 Limited functionality compared to website
🔍 Difficulty linking external accounts
🔍 Lack of detailed investment performance data
🔍 Confusing retirement projections

More Mppl Financial apps to explore

Wealth Enhancement

Advisor CommunicationMeeting SchedulerSecure Document Upload

Connect with your dedicated wealth management team, including specialists in tax and estate planning. Communicate securely, schedule meetings, and access educational resources to manage your finances.

(1)

Personal Financial Plan Wiz

by PF Wiz LLC

Project financial variables through retirementAssess alternative financial outcomesGet tips to improve financial forecast

This app helps you plan for your lifetime financial goals with a DIY approach. It allows for 'what if' analysis on various financial variables and provides tips to improve your financial forecast. Get started on saving money and assessing your financial future.

by Madison Wealth Partners, Inc.

Schedule meetings with advisorsLearn about upcoming eventsConnect with wealth management team

This app connects you with a fee-only registered investment advisor for financial planning. Schedule meetings, discover events, and communicate with your wealth management team conveniently.

by HILL ISLAND FINANCIAL LLC

(1)

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Hill Island Financial

Financial planning & advisory

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

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.

by Ameriprise Financial, Inc.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture

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.

by MJP ASSOCIATES, INC.

We Are Your Financial Base

(0)

Base Wealth Management

Financial insights and market updatesEducational wealth management videosFinancial calculators for planning

Access financial insights, educational videos, and market updates. Plan your future with financial calculators and model savings goals. Connect with your advisor for personalized support and securely view your accounts and financial plan.

(2)

Prime Capital Financial

Market trend contentFinancial planning topicsTeam Zoom calls

Stay informed with timely content on market trends and financial planning. Connect with your team via direct messaging and scheduled Zoom calls. Access resources and receive alerts for important events.

(3)

Legacy Financial Advisors

Legacy Financial

View financial newsfeedAttend Zoom calls with advisorAccess eMoney client portal

This app provides clients with a secure portal to access and manage their financial information. It allows for direct communication with advisors, access to market insights, and the ability to view performance reports and news.

Your Financial Wellness Hub

Financial Wellness Score™Personalized action plansVirtual financial coach (Aimee™)

This app acts as a personal financial coach, offering a wellness score, personalized action plans, and access to virtual and human coaches. It provides step-by-step guides for major life events and helps users reduce financial stress.

(9)

Your Wealth Architect

AI financial planning

Consolidated financial overviewAI-driven financial roadmapBudget tracking and spending analysis

This app consolidates your financial accounts, budgets, and goals into a single, clear roadmap. It uses AI to help you understand your spending, plan for retirement, and make informed financial decisions without needing to manage multiple spreadsheets.

(8)

Tri-Star Trust Wealth Access

by Tri-Star Trust Bank

by KMG Fiduciary Partners, LLC

(0)

KMG Fiduciary Partners

Secure account accessView financial allocationsAccess important documents

Securely access your financial accounts, allocations, and documents. This app is exclusively for clients of KMG Fiduciary Partners, offering customized information and easy account management.

by CORE Wealth Advisors, Inc.

by Aaron Wealth Advisors LLC

Secure client-advisor collaborationAnytime, anywhere accessPrivate and compliant communication

This app facilitates secure and private collaboration between sophisticated individuals, families, and family offices and their wealth advisors. It allows for seamless communication and management of complex wealth matters anytime, anywhere, ensuring compliance.

by Professional Fiduciary Association of California