Best Ptma Apps

Venture, Real estate, Income

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

Thrift Savings Plan by Federal Retirement Thrift Investment Board

Official app of the TSP

Worth Considering

💼 Business

4.8😞(123K ratings)

Free

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.

What We Love

👍 Works for users
🚀 Quick to navigate
💡 Convenient mobile access

Room to Improve

🐛 Frequent login issues
🐛 Unreliable check scanning
🐛 Slow and unresponsive
🔒 Problematic security features
👎 Limited functionality

More Ptma apps to explore

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.

SoFi: Bank, Invest & Crypto

(38K)

free

Online Banking & Investing

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.

(385K)

SoLo Funds: Lend & Borrow

Loans On Your Terms

Access up to $625 without credit checksEarn money by funding others' requestsAI-powered financial co-pilot (SoLo IQ)

Access funds up to $625 without credit checks or earn money by lending to others. This community finance platform offers a banking solution and AI-powered financial advice. It ensures no hidden fees and provides a safety net for its members.

(41K)

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.

(236K)

Autopilot: Automated Investing

In your own brokerage account

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

(21K)

Public Sector Relationships

Leadership Connect®

Government and corporate leader profilesDirect contact informationGlobal search with smart navigation

This app provides comprehensive profiles of government officials, corporate leaders, and journalists to help users prepare for meetings, track leads, and identify key contacts for business and policy influence. It offers direct contact information, deep intelligence on individuals, and organizational details.

💼 Business

(75)

subscription

Nu: Everyday mobile banking

Trusted by over 140M people

Digital financial services platformCredit card managementLoans and investments

This app provides a comprehensive digital financial services platform, aiming to simplify banking and empower users. It offers a transparent and hassle-free experience for managing your complete financial journey, including accounts, credit, investments, and more, with human support available 24/7.

(25K)

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing

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.

(17K)

Annex Wealth Management, LLC

by Annex Wealth Management, LLC

Lighthouse Finance Solutions

(0)

by VENTURETECH SOLUTIONS LLC

Track financial progressManage draftsContact client services

Manage your financial progress, track drafts, and connect with client services. This application provides a convenient platform for approving settlements and overseeing your financial journey.

Invest, Insure & Plan Finances

Curated financial solutionsEasy mobile investingGoal-based savings accounts

This app offers curated financial solutions and investment plans to help users reach their financial goals. It provides tools for easy investing, saving, and managing money directly from a mobile device.

(3K)

Tamra Capital: Save & Invest

Investing. Tracking. Growing

Robo-advisor technologyDiversified ETF portfoliosShariah-compliant investing

This platform simplifies investing with automated robo-advisor technology. It offers diversified portfolios of ETFs in real estate, gold, stocks, and bonds, aiming for lucrative financial returns with low fees. It also provides Shariah-compliant investment options and support for young investors.

Invitation-only cash account.

High-yield cash accountElevated FDIC insurance coverageEasy and fast transfers

Manage your high-yield cash account with this app, offering competitive APY and elevated FDIC insurance up to $15 million. Easily transfer funds, organize your money with custom buckets, and track financial goals. Invitation required to access.

(32)

by New York City Deferred Compensation Plan

NYC DCP

All-in-one account managementRetirement income modelingVideo education and live chat

Manage your retirement, health savings, and investment accounts alongside external financial accounts in one secure, personalized platform. Access interactive tools, educational resources, and investment advice to confidently plan for your financial future.

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.

Financial Freedom. Faster.

Achieve financial freedom fasterLive fully today, comfortably tomorrowProven wealth-building philosophy

This app helps users achieve financial freedom by providing a proven wealth-building philosophy. It allows you to save and build wealth while maintaining your current lifestyle, creating new passive income streams.

ARM One: Invest. Build wealth.

(67)

free

Retirement savings

Real-time investment account accessManage all investments in one appAccess investment insights

Grow your wealth with a comprehensive investment management app. Access multiple investment options, expert insights, and manage all your accounts in one place. Diversify your portfolio across different currencies and product offerings.