Best Renuity Salesman Apps

4.0(1.2K ratings)

Free

This app empowers financial representatives to manage and grow their business remotely. Access client tools for insurance and investments, training materials, and business management features. Stay connected with company news and social media resources.

Copilot: Track & Budget Money by Copilot Money, Inc.

Spending, investing, net worth

Worth Considering

4.8😊(31K ratings)

FreeIn-App Purchases

#4in Finance

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This app provides a clear and simple way to manage your finances. It offers smart tools for categorizing spending, budgeting, and tracking investments, all with bank-level security and personalized support. Reclaim control of your financial data with an intuitive interface.

What We Love

👍 Intuitive and user-friendly interface
🚀 Seamless account integration and transaction tracking
💡 Customizable budgeting and categorization
🔒 Secure and private financial management
👍 Responsive and helpful customer support
💡 Innovative features like spending rate visualization

Room to Improve

🐛 Occasional sync and connectivity issues with some financial institutions
🔍 Lack of advanced reporting and filtering options
🔍 Limited functionality for manual transaction entry and forecasting
💰 Relatively high subscription cost compared to free alternatives

More Renuity Salesman apps to explore

Oportun: Savings & Loans

Save money automatically

Automated savings towards goalsPersonalized savings based on spendingPause or transfer savings anytime

This finance app helps you reach savings goals by automatically setting aside money based on your income and spending. It also allows existing loan members to easily manage their accounts and payments within the app.

Never worry about money again

Create and share unlimited spending plansAutomatically import transactionsManually add transactions

This app helps users gain control of their finances by creating flexible spending plans, tracking expenses, and managing debt. It aims to reduce financial stress and empower users to reach their goals. Features include account linking, manual transaction entry, and collaborative planning for multiple users.

Rewards Checking, Loans, Cards

(62K)

subscription

Upgrade - Mobile Banking

Cash back rewards on card purchasesManage personal loans and credit linesTrack credit score and receive alerts

Manage your finances with a comprehensive mobile banking app. Access rewards checking, loans, and cards. Track balances, pay bills, monitor credit, and request cash advances.

(84K)

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)

Money App - Cash Advance

by PRG Ventures, Inc.

Access earned wages earlyNo interest or credit checksNo late or hidden fees

Access your earned wages early to cover immediate expenses like groceries, gas, and bills. This service allows you to get cash before your payday without interest, credit checks, or hidden fees. Repayment is automatic via payroll deduction or linked bank account.

(27K)

National Life Group

Your policy on the go.

Access policies in one placeView coverage and valuesMake premium and loan payments

Securely access and manage your life insurance and annuity policies from your mobile device. View policy details, make payments, set up autopay, and track transactions. Stay connected with agent contact information and receive important alerts.

(600)

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)

NerdWallet: Smart Money App

Track, Save & Invest

Track cash, investments, credit cards, loans, and propertyMonitor and cancel recurring bills and subscriptionsActionable financial insights on credit score and cash flow

This app helps you manage your finances by tracking spending, monitoring bills, and providing insights into your credit score and cash flow. It also offers opportunities to earn interest on cash, invest in Treasury Bills, and automate investments.

(125K)

FloatMe: Fast Cash Advance App

Instant Money Before Payday

Cash advances up to $50No credit checks or interestCash flow calendar

Access quick cash advances to cover bills and expenses between paychecks. This app offers money management tools, low balance alerts, and a marketplace for earning opportunities. Securely connect your bank account for seamless transactions.

EveryDollar: Budget Management

(158K)

subscription

Track Income, Bills & Spending

Create custom budgetsTrack expenses and transactionsManage bills and income

This app helps you create custom budgets, track expenses, and manage your money effectively. It aims to reveal hidden savings and empower you to pay off debt, build wealth, and achieve your financial goals.

(84K)

Money App – Cash & Rewards App

Earn money with small tasks

Complete small tasksGive opinionsMystery shopping

Earn cash by completing various small tasks like giving opinions, testing services, or mystery shopping. New opportunities are frequently added, offering a fun and quick way to make extra money. Get paid directly in hard cash within a few business days.

🌟 Lifestyle

(158K)

ad-supported

Coupert: Coupons & Cash Back

Shopping Savings in Safari

Automatic coupon testingEarn up to 40% cashbackPrice comparison and tracking

This app automatically finds and applies coupons while you shop online, helping you save money. It also offers cashback rewards and price comparison tools to ensure you get the best deals. Syncs across devices for a seamless savings experience.

🛍️ Shopping

(25K)

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.

Your mortgage on the go.

Make loan paymentsReview monthly statementsSetup AutoPay

Manage your home loan finances with ease. This app allows you to make payments, review statements, set up autopay, and track your loan details. Access your mortgage information and agent assistance 24/7 for convenient account management.

Your mortgage, our commitment

View loan balance and payment detailsMake one-time or scheduled paymentsEdit autopay settings

Manage your mortgage loan conveniently from your mobile device. Easily view loan details, make payments, access important documents, and track your loan status securely.

(40K)

Ally: Bank, Auto & Invest

The app for all things money

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

(114K)

Platinum smiONE Visa Prepaid

Platinum & Circle smiONE Visa

Check account balanceView recent activityLock/unlock card

Manage your prepaid card finances with this mobile app. Easily check balances, review transactions, lock your card, and transfer funds. Customize alerts and security settings for enhanced control over your spending.

(19K)