Best Tfc Financial Management Apps

0.0(0 ratings)

Free

Facet: Financial Planning by Facet Wealth, Inc

Flat fee, CFP®, investing

Strong Contender

4.9(29 ratings)

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.

Ameriprise Financial by Ameriprise Financial, Inc.

Worth Considering

Your Financial Wellness Hub

4.9😊(37K ratings)

Free

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

What We Love

👍 Fantastic relationship
👍 Very confident with portfolio management
👍 Everything in one place
👍 Family-friendly
👍 Very user-friendly
👍 Fabulous website
👍 Excellent secure website
👍 Great advisor
👍 Flawless app
👍 Impressive app
👍 Excellent help with signing in
👍 Fast service
👍 Simple and easy to use
👍 Functional and easy to use
👍 Comprehensive overview of accounts

Room to Improve

🐛 2FA required every time with Face ID
🐛 Graphs and holdings information not user-friendly
🐛 Total View lags and shows incorrect balances
🐛 App crashes frequently
🐛 Verification codes not received
🐛 Login issues, app not working
🐛 Orientation locked to landscape on iPad
🐛 Difficult to get performance information
🐛 Credit card integration is poor

More Tfc Financial Management apps to explore

Financial Finesse

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

This app acts as a personal financial coach, offering a wellness score, personalized action plans, and access to virtual and human coaches. It provides step-by-step guides for major life events and helps users reduce financial stress.

CRM for Financial Advisors

Client relationship managementContact management with quick actionsRedesigned calendar and task management

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

Financial planning & advisory

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

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.

Wealthfront: Save and Invest

(90)

subscription

Saving, investing, stocks.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing

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.

free with in-app purchases

(17K)

EFE

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.

(7.6K)

ad-supported

Your Wealth Architect

AI financial planning

Consolidated financial overviewAI-driven financial roadmapBudget tracking and spending analysis

This app consolidates your financial accounts, budgets, and goals into a single, clear roadmap. It uses AI to help you understand your spending, plan for retirement, and make informed financial decisions without needing to manage multiple spreadsheets.

At Trinity it is MORE for LESS

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.

Certified Financial Group

(7K)

freemium

by City Center Financial, LLC

City Center Financial

Consolidated statementsBilling informationQuarterly reports

This app provides clients of a retirement planning firm with secure access to their financial information. View consolidated statements, billing details, and quarterly reports to stay informed about your retirement planning progress.

by Concierge Management, LLC

Tailored financial solutionsStrategic wealth managementSmart investment guidance

This app offers personalized financial solutions and strategic wealth management. It focuses on smart investments and expert guidance to help clients achieve their financial goals. The service emphasizes market analysis, asset diversification, and risk management for sustainable growth.

Financial Superintelligence

Exclusive access to private wealth firmsExpertly managed investment portfoliosPersonalized financial guidance

Access exclusive private wealth management services and personalized financial guidance. This SEC-registered institution offers expert portfolio management without high minimums, alongside tools to plan life experiences.

(12)

Heartland Wealth Management

by Heartland Wealth Management, LLC

Stock Yards Wealth Management

by S.Y. BANCORP, INC

View entire portfolio in real timeIntelligent data aggregation from 20,000+ institutionsSecure digital vault for financial documents

This app provides a comprehensive and secure platform to view your personal balance sheet, track recent trades and transactions, and manage your portfolio from anywhere. It intelligently aggregates data from over 20,000 institutions, allowing you to organize expenses and share information with your financial advisors.

(3)

Venture, Real estate, Income

Fundrise: Invest in Alts

Invest in private real estateInvest in venture capitalInvest in private credit

Build a diversified portfolio of private market investments, including real estate, venture capital, and private credit. Access high-growth opportunities and receive transparent reporting with bank-level security. Start investing with flexible minimums.

(38K)

Prime Capital Financial

Market trend contentFinancial planning topicsTeam Zoom calls

Stay informed with timely content on market trends and financial planning. Connect with your team via direct messaging and scheduled Zoom calls. Access resources and receive alerts for important events.

(3)

by HILL ISLAND FINANCIAL LLC

Hill Island Financial