Best Society Of Financial Examiners Apps

Account overview and balance trackingInvestment performance trackingCost basis and day change details

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Plan, save, invest, retire

Consolidated account viewRetirement planningBudget tracking

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

free with in-app purchases

(404K)

EXE Client Portal

Access valuation & documents

Beta testing made simple

Test beta app versionsTest App ClipsSubmit feedback

Easily test pre-release versions of apps and App Clips. Provide feedback to developers before public launch. Receive invites via email or public link.

🛠️ Developer Tools

(789K)

Financial - Manager & Tracker

Money, Budget & Split Bills

All accounts in one viewAutomatic transaction importBudgeting and spending tracking

Manage all your financial accounts, track spending, and set budgets with smart insights and automated categorization. Features include expense splitting, recurring payment management, and personalized financial advice. Supports offline use and iCloud sync across Apple devices.

free with in-app purchases

(0)

Guru Club - Financial Platform

Your Pro Financial Assisant

Real-time financial informationStock check toolsInvestment data

This platform offers investors real-time financial information, research reports, and stock analysis tools. It provides objective data and communications for investors, listed companies, and investment institutions, aiming to be a professional financial assistant.

Higher Logic Thrive Mobile 365

(8)

subscription

by CFA Society Boston, Inc.

by The American College of Financial Services (Apps)

This application streamlines administrative and financial operations for cooperative societies. It automates key processes, enhancing transparency, efficiency, and profitability for members.

Automate administrative tasksStreamline financial activitiesEnhance transparency

(8)

by HOA Accounting Services, Inc.

HOA Accounting Services

🌟 Lifestyle

(0)

COUNTRY Financial Enrich

by CC Services, Inc.

Centralized communication hubEvent detail managementInformation access

This app offers a centralized hub for managing communications and event details. It allows users to access information, receive notifications, ask questions, and interact with their field team. It's also designed for use at live events.

by AGORA MANAGEMENT ASSOCIATES LLC

Connecting Clubs and Members

Post news, events, and announcementsShare photos, videos, and documentsMobile push and email notifications

This app facilitates communication for clubs and organizations. It allows for posting news, events, and announcements, sharing media, and managing event RSVPs. Members receive notifications via push or email.

📊 Productivity

(16K)

by The Driscoll Agency LLC

Everyone Financial Group

Access a consolidated view of your entire financial life, track spending and investments, and set personalized goals. Securely store important documents and communicate with your advisor all in one place.

All-in-one account aggregationSpending and investment trackingPersonalized goal setting

(28)

Park Avenue® Wealth Management

Bank of America Plaza

by Park Avenue Securities

Account balances and holdingsInvestment performance trackingPortfolio allocation overview

Access your investment accounts, view balances, track performance, and manage transactions on the go. Securely store and share documents with your advisor. Requires an existing account with Park Avenue Securities.

(24)