Best Slayton Lewis Apps

0.0(0 ratings)

Free

Wealthfront: Save and Invest by Wealthfront

Saving, investing, stocks.

Strong Contender

4.8😊(18K ratings)

Free

Wealthfront: Save and Invest screenshot 1

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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.

What We Love

🚀 Fantastic HYSA and Robo-Advisor
👍 Impressive money managing app
👍 Phenomenal app for people trying to reach financial goals
👍 Great Robo Investing App
👍 My favorite Finance App, period
👍 Awesome way to save and invest!
👍 Saving for my generation
👍 Very Functional and Easy to Use

Room to Improve

🚫 Not good for IRA and investing accounts
🚫 Great APY, Terrible Features and Compatability
🐛 Alas...
🚫 Constant relink makes this pointless
🐛 Failed identity verification - poor support. Can't open account. Need bug fix.
🐛 Constant relink makes this pointless
🐛 Horrible Returns
🚫 No control over investments

Edward Jones by Edward Jones

Track your goals on-the-go

Worth Considering

4.8😊(144K ratings)

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.

What We Love

🚀 Efficient and streamlined app
👍 Intuitive and user-friendly design
🔒 Secure communication with advisors
💡 Ability to integrate external accounts
👍 Helpful for retirement planning and goal tracking

Room to Improve

🐛 Frequent login and Face ID issues
🔍 Lack of advanced features and customization
🔍 Cluttered and overwhelming UI
🔍 Missing key information and data visualizations

More Slayton Lewis apps to explore

Equity Trust

by Equity Trust Company

View IRA balances and asset valuesTrack investment activityRequest investments and distributions

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.

Your Investment Advisor

Track retirement goal progressView total portfolio and account detailsLink outside accounts

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.

Lewis Investment Client Portal

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ad-supported

Your secure financial portal

Access investment portfolioView valuations and recommendationsDigitally sign documents

Access your investment portfolio, view personalized recommendations, and digitally sign documents. Securely communicate with your financial advisor and upload important files directly from your mobile device.

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T. Rowe Price Personal®

INVEST WITH CONFIDENCE®

Consolidated portfolio viewExternal account linkingDetailed fund performance

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.

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Facet: Financial Planning

Flat fee, CFP®, investing

Personalized financial roadmapCFP® professional guidanceInvestment management

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.

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

View account balance and gains/lossesReview and adjust investment allocationsGenerate savings projections

by Paradigm Press, LLC

Independent financial analysisAccess to articles and researchEditor portfolios and trade alerts

Gain financial insights and stay ahead with independent analysis of future trends. Access articles, updates, and editor insights on the go to build and protect your wealth. Receive instant alerts for major developments and editor trade alerts.

Connect with other high net worth individuals for confidential financial knowledge sharing and networking. Discuss wealth preservation, tax strategies, asset allocation, and alternative investments. Access exclusive opportunities in private markets and attend live and virtual events.

High net worth investor communityConfidential knowledge sharingNetworking opportunities

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.

Personalized investment recommendationsActive portfolio managementAccount management and tracking

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

Retirement plan managementCheck retirement balanceView investments

(14)

Savings, investments, advice

Farther: Invest & Save

Personalized financial adviceAlgorithmically-managed portfoliosTax-reducing strategies

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.

(193)

Investing, Wealth Management

Titan: Your Wealth Team

Dedicated advisory teamProfessional investment managementAutomated cash management

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.

AI financial advisor built in

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freemium

M1: AI Wealth Management

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

free with in-app purchases

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Raisin: Earn More on Cash

Savings, CDs, and More

Discover high-yield savings accountsCompare CD ratesManage multiple accounts from one login

This app helps you grow your savings by connecting you to high-yield accounts and CDs from multiple FDIC-member banks and NCUA-member credit unions. Manage all your deposits, compare rates, and simplify tax reporting from a single, secure dashboard with no added fees or minimums.

free with in-app purchases

(87)

Thrivent Financial

Manage your money with purpose

Monitor investments and insurancePurchase, redeem, and exchange mutual fundsAccess statements and tax forms

Manage your investments, insurance, and bills securely on the go. Access important documents, make payments, and direct funds to causes you care about. Connect with your financial advisor for personalized advice.

by Bank Julius Baer & Co. Ltd.

Personalized financial oversightSecure digital solutionsUser-friendly interface

This secure digital platform offers personalized financial oversight and support for existing clients. It provides reliable access to digital capabilities with a user-friendly interface, emphasizing privacy and a global perspective.

(2)

Enrich: Portfolio Tracker

Retirement & investing planner

Connect brokerage accountsSet financial goalsLink investments to goals

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.

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