Best Planswell Apps

0.0(0 ratings)

Free

Invest in mutual funds paperlessly with a wide range of options from major AMCs. Track your portfolio in real-time, set up automatic investments, and receive personalized recommendations. Start investing in minutes without any paperwork.

Principal® by Principal Financial Group

Retire on your terms.

Strong Contender

4.8😞(236K ratings)

Free

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.

What We Love

🚀 Easy to use
👍 Convenient mobile access
💡 Helpful investment tools
🔒 Secure login process

Room to Improve

🐛 Frequent crashes and bugs
⏱️ Slow and laggy performance
📊 Lacking key account information
🤔 Confusing navigation and UI

Voya by Voya Services Company

Worth Considering

Vanguard: Save, Invest, Retire

4.7😞(188K ratings)

Free

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.

What We Love

🚀 Intuitive user interface
🔒 Robust security features
💡 Retirement planning tools
👍 User-friendly navigation

Room to Improve

🐛 Frequent app crashes and system unavailability
👎 Lack of transparency in account details
🕰️ Slow performance and loading times
📊 Limited investment performance history

More Planswell apps to explore

Investing, Advice, Retirement

Account overview and balance trackingInvestment performance trackingCost basis and day change details

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

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Quicken: Budget & Track Money

Investing, Spending, Net Worth

Connect and track financial accountsCreate custom budgets and spending plansSet savings goals and track debt payoff

Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.

(12K)

Transamerica Retirement App

by Transamerica Retirement Solutions, LLC

On-the-go account accessView account balance and performanceAdjust savings rate

Manage your retirement savings and investments on the go. Access account balances, track performance, and adjust savings or investment strategies. Utilize tools to project future retirement outlook based on your current plan.

Plan, save, invest, retire

Consolidated account viewRetirement planningBudget tracking

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.

(412K)

Capital Group PlanPremier401k

Manage your 401k

View retirement income estimatesCheck personal rate of returnManage contribution amounts

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

Fidelity workplace benefits

Manage retirement savingsAccess stock optionsView health insurance details

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

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.

(37K)

The Standard – My Retirement

by StanCorp Financial Group, Inc.

Check account balanceMonitor retirement goal progressChange contribution amounts

Manage your retirement savings with this app. Track your balance, monitor progress toward goals, and adjust contributions. Review investment performance and access planning tools.

(61)

T. Rowe Price Personal®

INVEST WITH CONFIDENCE®

Consolidated portfolio viewExternal account linkingDetailed fund performance

Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.

(23K)

Finhabits: Invest My Money

Invest, Learn, and Protect

Automated investment accountsRetirement savings optionsHealth, dental, and vision insurance plans

This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.

(22K)

Milliman Mobile Benefits

by Milliman, Inc.

View account detailsManage contributionsTrack investments

Access and manage your employer-sponsored retirement plan details conveniently and securely on your mobile device. View contributions, investments, statements, and personal rates of return. Make changes to savings and fund transfers directly from the app.

(6.7K)

Retirement Countdown App

Countdown, Tools & more!

Retirement countdownBucket list plannerRetirement ideas

Track your time until retirement with a customizable countdown. Explore bucket list ideas, get daily inspiration, and discover travel news and deals. Offers free and premium subscription options.

🔧 Utilities

(6.3K)

Stocks, Crypto, Options, Bonds

Public: Invest & Trade

Transfer existing portfolios1% uncapped transfer matchInvest in stocks, options, bonds, crypto

Invest in a diverse portfolio including stocks, options, bonds, and crypto. Transfer your existing portfolio and earn a 1% uncapped match. Build your retirement with IRA contributions and earn a 1% match.

(85K)

Acorns: Save & Invest Money

ETF, Stock Investing & Savings

Automated investingInvest spare changeRecurring investments

This app automates saving, investing, and spending to help you grow your financial wellness. It allows you to invest spare change, set recurring investments, and even invest in Bitcoin. You can also save for emergencies, retirement, and your children's futures.

by Beyond Finance Inc.

Review program progressView enrolled accountsConnect with Client Success Team

Track your financial program's progress and view enrolled accounts. Connect with your Client Success Team for support and receive personalized financial tips to inspire your journey.

Calculate the growth of savings and investments using compound interest. Explore how regular contributions and withdrawals impact your financial goals over time. Designed for anyone to understand and utilize the power of compounding for wealth building.

Calculate compound interestFlexible settingsFactor in periodic withdrawals

(3.4K)

Social Security Optimizer:Boss

Soc Sec age & benefit analyzer

Benefit profile for singlesBenefit profile for married couplesCompare benefit options

Determine the optimal time to start receiving Social Security benefits. This app analyzes various factors like marital status, life expectancy, and inflation to help you make an informed decision about your retirement income.

(1.4K)