Best Rfp Corp Apps

NYC DCP

by New York City Deferred Compensation Plan

Free

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.

T. Rowe Price Personal®

INVEST WITH CONFIDENCE®

Free

Manage your entire financial portfolio, including external accounts, with this app. Track balances, performance, and net worth. Make investment decisions, set up recurring savings, and access educational resources for informed financial planning.

Wealthfront: Save and Invest

Saving, investing, stocks.

Free

Manage your savings and investments in one place. Earn competitive APY on cash deposits, invest in diversified portfolios or individual stocks with zero commissions, and get a holistic view of your financial future.

Wealthbox

CRM for Financial Advisors

Free

Manage client relationships and firm activities with this comprehensive CRM app. Features include secure login, contact management, task organization, and calendar integration. Stay updated with push notifications and an activity stream.

EFE

Your Investment Advisor

Free

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.

Slant CRM

AI-native CRM for advisors

Free

This AI-powered CRM helps financial advisors manage client relationships and streamline workflows. Record meetings, take notes with voice-to-text, and get AI insights on client data directly from your mobile device.

ParmisaK PFM

Personal Financial Manager

Free

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

Mary & Pip

All-In-One Wealth Management

Free

Manage your finances comprehensively with this app. Track net worth, spending, and investments. Open brokerage and cash accounts, and receive personalized financial guidance and educational content.

Zocks

by Zocks Communications, Inc.

Free

This AI assistant helps financial advisors save time on administrative tasks like meeting preparation, documentation, and follow-up. It provides AI-generated notes, voice recording capabilities, and organization tools to enhance client interactions and streamline workflows.

401GO

401k plan management

Free

Manage your 401(k) retirement savings with ease. Track your balance, adjust investments, and generate savings projections. Get personalized recommendations and update beneficiaries securely.

Five Lakes

by Sergio Rabiela

Free

Track your financial program's progress and manage enrolled accounts. Connect with the client success team for support and receive personalized finance tips to guide your financial journey.

Farther: Invest & Save

Savings, investments, advice

Free

This app offers personalized financial guidance and investment management to help users grow their wealth and avoid costly mistakes. It leverages technology for efficient cash growth, goal-based investing, and tax optimization, providing a clear overview of finances.

BrightPlan

Employee Financial Wellness

Free

This app offers personalized financial guidance, educational resources, and an AI-powered coach to help you manage your budget, track spending, and make informed investment decisions. It provides a secure, centralized view of your financial life, acting as a fiduciary to ensure your best interests are met.

GreenPath Financial Wellness

by GreenPath

Free

This app helps you create and follow a personalized financial plan. It guides you through financial wellness themes, identifies gaps, and helps you set and achieve goals with minimal weekly time commitment.

Enrich: Portfolio Tracker

Retirement & investing planner

Free

Automate investment tracking and goal management for passive investors. Connect brokerage accounts, set financial goals, and receive alerts for rebalancing and tax optimization. Designed for those who want control with less manual work.

Altruist Client

The way money should feel.

Free

Track your investment progress and view key financial metrics. Stay informed about transactions and gain insights into your asset allocations. Access your Altruist financial advisor and manage your money with confidence.

Raisin: Earn More on Cash

Savings, CDs, and More

Free

This app connects you to high-yield savings accounts and CDs from over 75 banks and credit unions. Manage multiple accounts, track interest, and simplify tax documents through a single, secure login. It offers a marketplace for earning more on your cash with no fees or minimums.