Best Sun Life Financial Apps

4.7😐(385K ratings)

Free

#19in Finance

SoFi: Bank, Invest & Crypto screenshot 1

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Manage your banking, investments, and cryptocurrency all in one place. This app offers fee-free checking, high-yield savings, commission-free stock trading, and the ability to buy, sell, and hold over 25 cryptocurrencies. It also provides tools for loan pre-qualification and credit score monitoring.

What We Love

🚀 Convenient all-in-one finance app
💰 Competitive interest rates on savings
👍 Intuitive and user-friendly interface
📈 Integrated investment platform
💳 Useful credit card with rewards
🔒 Secure account management

Room to Improve

🐛 Buggy and unreliable account management
🕰️ Slow money transfer and withdrawal process
💸 Unwarranted account freezes and fund holds
🤖 Poor and unresponsive customer service
📈 Cluttered app with too many upsells
🔍 Difficulty verifying identity and updating info

Go To Well by Sunland Software

Worth Considering

💼 Business

4.0(26 ratings)

FreeIn-App Purchases

Discover oil and gas well locations with this app. Search by well name or API number, view operator information, and see wells displayed on a map. Supports numerous states across the US.

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Retire on your terms.

View account balancesRoll over fundsChange contributions

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View investment performance and transactionsAccess insurance policy detailsMake premium payments

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On-demand financial assistantsTailored financial solutionsDebt management tools

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Life Insurance & Investments

View and manage policiesMonitor investment valuesMake payments

Manage your life insurance policies and investments conveniently. View policy details, monitor investment performance, and make payments directly from your mobile device. Easily find agent contact information and update your preferences.

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Review program progressView enrolled accountsConnect with Client Success Team

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Financial Wellness Score™Personalized action plansVirtual financial coach (Aimee™)

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View account balancesTransfer fundsDeposit checks

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Cash back rewards on card purchasesManage personal loans and credit linesTrack credit score and receive alerts

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Retirement plan managementEmployee benefits accessFinancial wellness tools

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Track financial progressManage draftsContact client services

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.

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.

Program progress reviewEnrolled account managementClient Success Team connection

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