Best Strategic Asset Protection Apps

Alphanso Wealth

Financial planning & advisory

Free

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.

NetBenefits

Fidelity workplace benefits

Free

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

Trust & Will: Estate Planning

Start your trust or will today

Free

Create, organize, and update your estate plan from your phone. Protect your legacy and loved ones with state-specific legal documents like Wills and Trusts. Capture and track your assets easily.

Autopilot: Automated Investing

In your own brokerage account

Free

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

Strategic - Your Assistant

Strategies your Retirement

Free

This financial assistant helps users plan for retirement by managing incomes, taxes, expenses, debts, loans, credit cards, mortgages, and investments. It offers innovative visualizations, graphical reports, and strategic reports to provide a glimpse into your financial future.

SiaVault: Secure Asset Vault

Acoustic Split & Drill Logger

Free

Securely manage and track your valuable assets, from firearms to accessories, with detailed profiles, photos, and notes. Log live-fire sessions, analyze performance with advanced drills, and generate insurance reports. An AI companion assists with app guidance and asset summaries.

Empower ®

Plan, save, invest, retire

Free

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.

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.

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.

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.

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.

Alinea: Automated Investing

AI Trades- Stocks, ETF, Crypto

Free

Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.

Asset Tiger

by XpressMyself.com LLC

Free

This app helps businesses track equipment and inventory to prevent loss and reduce costs. It provides real-time stock records, financial reporting, and alerts for important dates like lease expirations or maintenance needs. Manage unlimited assets and users with this customizable solution.

Law Mother

Your Wealthy Ever After

Free

This app provides a community, tools, and expert guidance to help users achieve financial freedom. It offers step-by-step plans, live coaching, and access to financial, legal, and tax experts to simplify money management and investment decisions.

Precision Wealth Strategies

by Precision Wealth Strategies, LLC

Free

Access your financial account performance and balances on the go. Connect with your dedicated financial advisory team directly through the app for seamless communication and support.