Best Simplus Financial Apps

Facet: Financial Planning

Flat fee, CFP®, investing

Free

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.

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.

Zogo: Learn and Earn

Learn How Finance Really Works

Free

This app makes learning about personal finance engaging and accessible. It breaks down complex financial topics into easy-to-understand modules, helping users improve their money management skills and financial literacy.

Beyond Finance

by Beyond Finance Inc.

Free

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

Loan EMI Calculator :Loan Calc

Mortgage Loan EMI Calculator

Free

This personal finance assistant simplifies loan management and investment planning. Calculate EMIs, plan SIPs, and compare loan options to make informed financial decisions.

Qapital: The Money Saving App

Save. Invest. Budget.

Free

Automate your savings, investments, and budgeting with intelligent rules based on your habits. Set unlimited goals, track progress, and spend smarter with a dedicated debit card. Team up with a partner on shared financial goals while maintaining individual account privacy.

Blueprint Finance

Momentum you can measure

Free

This app helps you build financial momentum by providing a clear signal of your financial health. It focuses on one actionable move per day and forecasts how your choices shape future goals.

Your Wealth Architect

AI financial planning

Free

Consolidate your financial accounts, budgets, and goals into a single, clear roadmap. This AI-powered tool helps you understand your spending, build savings plans, and explore retirement scenarios. Get personalized insights and track your progress with guided setup and conversational AI.

Financial Finesse

Your Financial Wellness Hub

Free

This app acts as a personal financial coach, offering a wellness score, personalized action plans, and access to virtual and human coaches. It provides step-by-step guides for major life events and helps users reduce financial stress.

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.

Oxygen X Finance

Simple Financial Solutions

Free

Access financial solutions for investing and borrowing. Grow your money with investment plans and earn interest, or get instant loans with flexible repayment options. Secure and regulated for your peace of mind.

AngelAi

by Sun West Mortgage Company, Inc.

Free

This AI-powered personal assistant simplifies financial transactions, with a special focus on mortgage-related activities. It learns and adapts to your unique needs, providing personalized advice and tools for informed financial decisions.

My Financial Advisor -Blueleaf

Your Advisor, Always There.

Free

Access your complete financial life and communicate directly with your advisor. Receive real-time updates, track portfolio performance, and stay informed about market insights and planning tips. This app provides a transparent and convenient way to manage your finances and engage with your financial professional.

Optimize Financial

by Optimize Financial Inc.

Free

Access your financial plan, account details, and balances all in one place. Easily connect with your dedicated financial advisor for personalized support.