Best Openair Advisers Apps

5.0(1 ratings)

Free

Access your financial account details and balances on the go. Connect with your financial advisor directly through the app for seamless communication and support.

Wealthfront: Save and Invest by Wealthfront

Saving, investing, stocks.

Strong Contender

Trump Accounts: Official App

4.8😊(18K ratings)

Free

Wealthfront: Save and Invest screenshot 1

Wealthfront: Save and Invest screenshot 2

Wealthfront: Save and Invest screenshot 3

Wealthfront: Save and Invest screenshot 4

Wealthfront: Save and Invest screenshot 5

Wealthfront: Save and Invest screenshot 6

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

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

Wealthbox by Starburst Labs, Inc.

CRM for Financial Advisors

Worth Considering

💼 Business

4.8😊(1.7K ratings)

Free

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.

What We Love

🚀 Game changer
👍 Great interface
👍 Intuitive and easy to use
👍 Excellent design
👍 Flexible and easy to use
👍 Beautiful platform with all the features

Room to Improve

🐛 Constantly crashes
🐛 Problems loading and glitches
🐛 Paid integration not working
🐛 Horrible phone app
🐛 Cumbersome to use vs browser version
🐛 Freezes after login
🐛 Worthless mobile app

More Openair Advisers apps to explore

Invest in your child’s future

Open accounts for eligible childrenAutomatic investment in long-term fundsTrack contributions and monitor performance

This app helps eligible American children start building long-term financial growth. It allows for contributions from family, friends, and employers, automatically investing funds for long-term growth. At 18, the account converts to a Traditional IRA.

(30K)

Investing, Wealth Management

Titan: Your Wealth Team

Dedicated advisory teamProfessional investment managementAutomated cash management

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

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.

Retire on your terms.

View account balancesRoll over fundsChange contributions

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

free with in-app purchases

(240K)

Alphanso Wealth

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.

Manage your employer-sponsored retirement plan on the go. Check your retirement balance, view investments and contributions, and communicate securely within the app.

Retirement plan managementCheck retirement balanceView investments

by CPS Investment Advisors

View portfolio valuesCheck asset allocationsContact your advisor

Access your investment portfolio details and connect with your financial advisor. View your portfolio's value and asset allocation in one place.

(3)

Transcend Capital Advisors LLC

by Transcend Wealth Collective LLC

Client portal accessAccount viewingPortfolio breakdown and performance

Access your wealth management client portal to view accounts, portfolio performance, and securely store financial documents. This registered investment advisor offers a comprehensive solution for managing your finances.

by Texas County and District Retirement System

View account balance and transaction historyEstimate monthly retirement benefitsApply for retirement or withdrawals

Manage your retirement savings and benefits securely from your mobile device. Track your account balance, estimate future payments, and update personal information. Designed for both active members and retirees to stay connected to their financial future.

(11)

AI financial advisor built in

M1: AI Wealth Management

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing

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.

free with in-app purchases

(75K)

EFE

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.

Savings, investments, advice

(7.7K)

ad-supported

Farther: Invest & Save

Personalized financial adviceAlgorithmically-managed portfoliosTax-reducing strategies

This app offers personalized financial guidance and investment management to help users grow their wealth and avoid costly mistakes. It leverages technology for efficient cash growth, goal-based investing, and tax optimization, providing a clear overview of finances.

(194)

by Octavia Wealth Advisors, LLC

Octavia Wealth Advisors

Secure account accessInteractive financial reportsDocument vault

Access your financial accounts securely and manage your wealth with interactive reports and a document vault. Connect with your client team through a user-friendly mobile dashboard for a comprehensive financial overview.

(1)

Endowment-style Investing

Ivy Invest: Build wealth

Long-term portfolio buildingAlternative and traditional assetsInstitutional investment strategy

Access institutional-class investment strategies with a portfolio including private equity, venture capital, and real estate. This app offers a long-term approach to investing, managed by an experienced CIO, with regular liquidity windows.

by Equity Trust Company

View IRA balances and asset valuesTrack investment activityRequest investments and distributions

Manage your self-directed IRA and retirement accounts on the go. View balances, track investments, and perform transactions for traditional and alternative assets. Securely access your account information and manage beneficiary details.

(8)

Facet: Financial Planning

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.

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

(16)