Best Succession Wealth Apps & Games

LegacyMGMT

Build a generational legacy.

Free

Simulate a realistic life and build a multi-generational dynasty. Manage careers, investments, and family to create a lasting legacy. Choices have real consequences, impacting future generations.

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.

Plante Moran Wealth

by PMFA INC

Free

Access your investment portfolio and financial information on demand. Add and view all financial assets and liabilities in one place, and access important documents and team contact details. This app is exclusively for clients of Plante Moran Financial Advisors.

WealthCounsel

by WealthCounsel, LLC

Free

This app connects estate planning professionals to a community for estate planning discussions. Users can post and read comments in state- or topic-based communities, and search for specific information. It facilitates networking and knowledge sharing among professionals.

MYNE Wealth

Track your wealth

Free

Manage your personal finances, track assets, and simplify estate planning. This app offers budgeting, expense tracking, and secure document storage for comprehensive wealth management and legacy planning.

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.

Heirloom Wealth

by Heirloom Wealth Management, LLC

Free

Access your financial account details, including balances and investment positions, on the go. This application provides a convenient way to monitor your financial information from your mobile devices.

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.