Best Optum Financial Apps

Check plan coverage and deductiblesTrack claims and view balancesFind in-network doctors and facilities

Manage your health plan and access care conveniently. View benefits, track claims, find providers, and access digital ID cards. Refill prescriptions and earn rewards for healthy activities.

by Voya Services Company

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

Manage your pharmacy benefits and medications from your phone. Compare drug prices, view your prescriptions, and opt for home delivery. Refill prescriptions, track orders, and access your member ID card easily.

Compare drug pricesView all medicationsTransfer to home delivery

by Northwestern Mutual

View investment performance and transactionsAccess insurance policy detailsMake premium payments

Manage your investment and insurance accounts, make payments, and track your net worth. Consolidate all your financial accounts in one place to monitor spending and view your overall financial health.

Financial Care starts here

On-demand financial assistantsTailored financial solutionsDebt management tools

This app offers on-demand financial assistance and tailored solutions to improve users' financial health. It provides comprehensive support around the clock, helping individuals manage debt, save money, and navigate financial challenges through a blend of human insight and technology.

(1.5K)

SoFi: Bank, Invest & Crypto

High-Yield Savings & Stocks

Buy, sell, and hold cryptocurrencyFee-free checking accountHigh-yield savings account

Manage your banking, investments, and cryptocurrency all in one place. This app offers fee-free checking, high-yield savings, commission-free stock trading, and the ability to buy, sell, and hold over 25 cryptocurrencies. It also provides tools for loan pre-qualification and credit score monitoring.

free with in-app purchases

(385K)

Cortex Financial

by SALEMOVE, INC.

Chat supportAudio callsVideo calls

Connect with financial representatives through secure chat, audio, or video calls. Get personalized support and resolve your queries efficiently.

Manage your money with purpose

Monitor investments and insurancePurchase, redeem, and exchange mutual fundsAccess statements and tax forms

Manage your investments, insurance, and bills securely on the go. Access important documents, make payments, and direct funds to causes you care about. Connect with your financial advisor for personalized advice.

by OXYZENFIN PRIVATE LIMITED

Family and applicant portfolio trackingAsset and sector allocation analysisScheme performance monitoring

Track your mutual fund and equity share investments with detailed portfolio views. Analyze asset and sector allocation, review transactions, and monitor scheme performance. Access financial calculators to help manage your wealth.

Consolidate all your financial accounts from various institutions into one convenient app. Manage transactions, set alerts, make payments, transfer funds, and deposit checks with ease. Secure your finances with advanced login options and easily locate branches and ATMs.

Aggregate financial accountsOrganize transactions with tags and notesSet balance alerts

(389)

Optum Specialty Pharmacy

by Optum Inc.

Request and schedule prescription refillsSchedule prescription deliveryTrack order status

Manage your specialty prescriptions and treatment on the go. Request refills, schedule deliveries, track orders, and update your account information. Access support from a clinical care team or pharmacist to optimize your health.

by Optimize Financial Inc.

View financial planAccess account informationCheck balances

Access your financial plan, account details, and balances all in one place. Easily connect with your dedicated financial advisor for personalized support.

by Whelan Financial, Inc.

View portfolio balancesTrack performanceAccess quarterly statements

Access your financial client portal on the go. View portfolio balances, performance, and statements anytime, anywhere. Stay updated on your investments with convenient mobile access.

(2)

Stock Yards Wealth Management

by S.Y. BANCORP, INC

View entire portfolio in real timeIntelligent data aggregation from 20,000+ institutionsSecure digital vault for financial documents

This app provides a comprehensive and secure platform to view your personal balance sheet, track recent trades and transactions, and manage your portfolio from anywhere. It intelligently aggregates data from over 20,000 institutions, allowing you to organize expenses and share information with your financial advisors.

Connecting Health and Wealth

On-the-go account access and historySubmit claims and paymentsManage debit cards

Manage your health benefit accounts conveniently from your mobile device. Access balances, submit claims, make payments, and manage debit cards. You can also track investments and receive personalized support.

(15K)

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)

Invest smartly with MF,SIP,FD

HDFC Bank SmartWealth

Digital onboarding and KYCInvestments starting from ₹100Personalized portfolio recommendations

Access a comprehensive suite of financial tools for investing in mutual funds, SIPs, and fixed deposits. The app offers simplified onboarding, personalized recommendations, and portfolio management features to help users achieve their financial goals.

(96)