Best Ptma Apps

4.7😞(191K 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

Principal® by Principal Financial Group

Retire on your terms.

Worth Considering

4.8😞(240K ratings)

Free

Manage retirement savings and achieve financial goals with easy transactions and personalized insights. Access educational resources, track progress with tools like the Retirement Wellness Score, and find insurance information.

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

More Ptma apps to explore

Thrift Savings Plan

Official app of the TSP

Access TSP account summaryCheck investment performanceChange investment mix

Manage your Thrift Savings Plan (TSP) account directly from your mobile device. Review your account summary, track investment performance, and make changes to your investment mix. The app also facilitates secure document submission and mobile check deposits for rollovers.

💼 Business

(153K)

by Smart Financial Credit Union

Smart Financial Mobile

Account access anytime, anywhereTransaction managementFund transfers

Manage your finances on the go with this mobile banking app. Access accounts, transfer funds, pay bills, deposit checks, and find ATMs. Includes budgeting and savings tools for smarter financial decisions.

Effortlessly manage all your insurance policies in one place. Digitize your documents by taking a photo and gain a clear understanding of your financial needs. Engage in a virtual savings game to explore insurance in a novel way, all while ensuring your data is protected with bank-level security.

Digitize insurance policiesManage entire insurance portfolioUnderstand financial needs

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.

Personal Financial Manager

Income and expense trackingFamily member financial managementDebt and loan management

Manage personal and family finances by tracking incomes, expenses, and bank transactions. Organize debts, loans, assets, and budgets with detailed reporting and secure login.

(2.6K)

by Wescom Central Credit Union

Wescom Financial Mobile

Account managementCard managementCheck deposit

Manage your finances on the go with this mobile banking app. Access account details, deposit checks, make payments, and control your cards. Explore new menus for profile, settings, alerts, and payment options.

(25K)

First Financial Mobile Banking

by First Financial Federal Credit Union of Maryland

Secure 24/7 account accessTouch ID/Face ID loginMobile check deposit

Manage your accounts on the go with a secure and user-friendly mobile banking app. Perform transactions, deposit checks, pay bills, and manage cards from anywhere. Access eStatements, find ATMs, and contact support easily.

(7.6K)

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.

Access valuation & documents

Secure document access and uploadSecure client-adviser messagingCloud storage for financial documents

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.

by Wilson Bank and Trust

Multi-account aggregationTransaction history and spending averagesCustomizable alerts and notifications

Consolidate all your financial accounts, including those from other institutions, into one organized view. This secure tool helps you manage personal finances with real-time updates, alerts, and transaction enhancements.

free with in-app purchases

(14K)

Accounting Client Portal

Talk to your accountant

Effortless communication with accountantSecure file and receipt sharingQuick access to financial statements

This app facilitates seamless communication and document sharing between clients and their accountants. It allows users to securely upload files, ask questions, and access financial statements for informed decision-making.

by Granite Falls Bank

Balance alertsBill and friend paymentsInter-account transfers

Manage your finances with a secure and fast personal financial advocate. Set up balance alerts, make payments, transfer funds, deposit checks with a photo, and view statements. Locate nearby branches and ATMs easily.

Advice•Protection•Retirement

Account access with FaceID/TouchIDConsolidated account viewAccess to historical documents

Manage your financial accounts, investments, and retirement plans conveniently on the go. Access account details, documents, and update your profile. Connect with your financial professional and customer service.

by Bank of the Philippine Islands

Free transfers to banks and e-walletsPay bills with thousands of billersPay with QR Ph

Manage your finances conveniently with this banking app. Access accounts, transfer funds, pay bills, invest, and open new accounts securely from your mobile device. Gain insights into your spending and enjoy personalized offers.

by Conrad M. Siegel Inc.

View account balances and performanceManage investments and asset allocationUpdate contributions

Manage your workplace retirement account or benefits on the go. This app allows you to quickly view and update your financial information, including balances, investments, and contributions. Access financial wellness tools and review your transaction history with ease.

(6)

Fay Servicing Mobile Access

Your loan info in one app

View loan balancesAccess documentsTrack payment activity

Access all your loan information in a single, convenient application. View balances, important documents, and track your payment history with ease.

Consolidate all your financial accounts, including those from other banks, into one organized view. Track balances, transaction history, and spending averages. Set alerts for low funds and upcoming bills to make smarter financial decisions.

Multi-account aggregationTransaction history and spending averagesAlerts and notifications for bills and low funds

(1.6K)