Best Slayton Lewis Apps

Edward Jones

Track your goals on-the-go

Free

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

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.

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.

Equity Trust

by Equity Trust Company

Free

Manage your self-directed IRA and retirement accounts on the go. View balances, track investments, and perform transactions for traditional and alternative assets. Securely access your account information and manage beneficiary details.

Titan: Your Wealth Team

Investing, Wealth Management

Free

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

T. Rowe Price Personal®

INVEST WITH CONFIDENCE®

Free

Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.

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.

Lighthouse Finance Solutions

by VENTURETECH SOLUTIONS LLC

Free

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.

Five Lakes

by Sergio Rabiela

Free

Track your financial program's progress and view enrolled accounts. Connect with a dedicated client success team for support and receive personalized financial tips and inspiration.

Finn: AI Wealth Manager

Track, manage & build wealth

Free

This app is an intelligent personal wealth manager that simplifies investing and provides powerful financial tools. It helps users analyze, discover, and trade stocks, ETFs, crypto, and bonds, while also tracking all financial accounts in one place.

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.

Wealthscape Investor℠

by National Financial Services LLC

Free

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

Victory Capital

For Every Investor

Free

This app provides personalized investment recommendations and active portfolio management. It allows users to easily manage their accounts, track performance, and access investment insights to pursue financial goals.

GalaxyOne: Wealth & Investing

Yield, Cash, Crypto, Stocks

Free

Consolidate your banking, brokerage, and crypto into a single platform. Earn competitive yields on cash and investments, trade stocks and crypto commission-free, and automate your investing strategy.

Willow Wealth

Private markets investing

Free

Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.

ASC Trust

by ASC Trust, LLC

Free

Manage your employer-sponsored retirement plan on the go. Check your retirement balance, view investments and contributions, and communicate securely within the app.