Best Omnicompounding Partners Apps

Ally: Bank, Auto & Invest

The app for all things money

Free

Manage your banking, investments, and auto loans all in one place. Features include smart savings tools, commission-free trading, and free FICO® Score updates. Securely handle all your financial needs on the go.

E*TRADE: Invest. Trade. Save.

Stocks, ETFs, options, crypto

Free

This app simplifies investing, banking, and trading for users of all experience levels. It provides commission-free trades, research tools, educational resources, and high-yield savings options.

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Private Market Deals

Free

This app provides members-only access to private market deal information, company details, and account management. Browse curated opportunities, review memos, and connect to a third-party platform to proceed with investments. It serves as a companion to an existing membership.

CurrentClient

For business professionals

Free

A communication and productivity app designed for business professionals, offering team chat, calendar integration, and advanced calling features. It streamlines client interactions with features like scheduled messages and AI call summaries.

Empower ®

Plan, save, invest, retire

Free

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

Zocks

by Zocks Communications, Inc.

Free

This AI assistant helps financial advisors save time on administrative tasks like meeting preparation, documentation, and follow-up. It provides AI-generated notes, voice recording capabilities, and organization tools to enhance client interactions and streamline workflows.

Morgan Stanley Wealth Mgmt

by Morgan Stanley

Free

Manage your personal finances, deposit checks, transfer money, and access financial documents securely. Monitor account balances, track spending, and trade stocks and ETFs. Connect with your financial advisor and stay updated on market data.

IBKR Mobile - Invest Worldwide

Trade At the Lowest Cost

Free

Access global markets and trade a wide range of financial instruments from your mobile device. Utilize institutional-grade technology, comprehensive research tools, and advanced portfolio management features to make informed investment decisions.

Betterment Invest & Save Money

Investments & Cash Accounts

Free

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

M1: AI Wealth Management

AI financial advisor built in

Free

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

GFI Tevah

More than financial technology

Free

This mobile platform provides authorized business partners with essential company information, performance insights, and resources. It offers a business dashboard, progress tracking, and quick access to company updates and tools.

MyRepChat

Compliant Text Messaging

Free

This app provides compliant text messaging for financial professionals. It ensures conversations are retained, reportable, and archivable, while offering a familiar texting experience for clients without requiring them to install new software.

Facet: Financial Planning

Flat fee, CFP®, investing

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.

Liquid: Trade Global Markets

Perps, stocks, crypto & more

Free

Trade global markets 24/7 with leverage from a fast, mobile-friendly interface. Access private markets, stocks, commodities, FX, and crypto. Go long or short with low fees and real-time PnL tracking.

EXE Client Portal

Access valuation & documents

Free

Securely access and manage financial documents, personal records, and investment portfolio details on your mobile device. Communicate with advisors through a safer messaging system and store important files in the cloud.