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

4.8😊(17K ratings)

Free

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Wealthfront: Save and Invest screenshot 5

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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

Alphanso Wealth by Alphanso Inc.

Financial planning & advisory

Worth Considering

CRM for Financial Advisors

4.8(90 ratings)

FreeIn-App Purchases

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.

More Openair Advisers apps to explore

Wealthbox

Client relationship managementContact management with quick actionsRedesigned calendar and task management

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

💼 Business

(1.6K)

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.

by Clear Trail Advisors, LLC

Secure portfolio accessView account balancesTrack investment performance

Securely access your financial portfolio and account information. View balances, performance, and holdings with an intuitive interface. Stay informed about your financial plan anytime, anywhere.

(5)

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.

(2)

Betterment Invest & Save Money

Investments & Cash Accounts

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts

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.

free with in-app purchases

(65K)

Principal®

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

(236K)

CPS Portal

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)

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.

Venture, Real estate, Income

(7K)

freemium

Fundrise: Invest in Alts

Invest in private real estateInvest in venture capitalInvest in private credit

Build a diversified portfolio of private market investments, including real estate, venture capital, and private credit. Access high-growth opportunities and receive transparent reporting with bank-level security. Start investing with flexible minimums.

(38K)

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.

by Zocks Communications, Inc.

AI-generated meeting prep notesCRM and email data integrationOne-tap voice recording

Streamline your financial advisory work with an AI assistant. Automate meeting preparation, documentation, and follow-up tasks directly from your mobile device. Focus more on client relationships and less on administrative burdens.

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

(7.6K)

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.

by Cravens & Company Advisors, LLC

Alpheva AI: Financial Advisor

(0)

Make More. Stress Less.

Personalized financial insightsReal-time net worth and cash flow trackingInvestment dashboards

This AI-powered financial advisor simplifies your money management by securely connecting to your accounts. It provides personalized insights, tracks your net worth and cash flow, and helps you identify savings opportunities for smarter financial decisions.

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)

Annex Wealth Management, LLC

by Annex Wealth Management, LLC