Best Three Sixty Wealth Management Apps

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Free

Three Sixty Wealth Management screenshot 1

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Three Arch Wealth by Three Arch Wealth Management LLC

Strong Contender

Investing, Wealth Management

0.0(0 ratings)

Free

Messenger by Meta Platforms, Inc.

Text, audio and video calls

Worth Considering

🌐 Social Networking

4.7😞(14M ratings)

FreeAdsIn-App Purchases

#9in Social Networking

Connect with friends and family through text, audio, and video calls. Share photos in high definition, create shared albums, and send large files directly in chat. Features an AI assistant for instant answers and creative image generation.

What We Love

📱 Useful for staying connected with friends and family
🗣️ Enables easy communication through text, voice, and video
💬 Convenient group chat features
🌐 Works across multiple devices and platforms

Room to Improve

🐛 Frequent crashes and bugs
🔒 Privacy and security concerns
🔄 Unnecessary updates that remove useful features
📤 Issues with message delivery and notifications
🗂️ Cluttered interface and poor organization of chats

More Three Sixty Wealth Management apps to explore

Titan: Your Wealth Team

Specialized wealth teams for tech employeesEquity compensation and tax strategyAI-powered financial technology

This app provides specialized wealth management for tech professionals, handling complex financial matters like equity compensation and taxes. It combines AI technology with dedicated advisory teams to offer personalized financial guidance and investment strategies.

(7K)

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with competitive APYExpert-built ETF investment portfoliosCommission-free stock and ETF investing

Manage your savings and investments in one place. Earn competitive APY on cash deposits, invest in diversified portfolios or individual stocks with zero commissions, and get a holistic view of your financial future.

(18K)

Grand Wealth Management, LLC

by Grand Wealth Management, LLC

Money. Debit Card. Bitcoin.

Instant P2P paymentsBitcoin and stock investingEarly direct deposit

Manage your money with ease. Send and receive payments instantly, invest in stocks and Bitcoin, and access banking services like early direct deposit. Customize a debit card and save with exclusive offers.

by Reston Wealth Management, LLC

by Aaron Wealth Advisors LLC

Secure client-advisor collaborationAnytime, anywhere accessPrivate and compliant communication

This app facilitates secure and private collaboration between sophisticated individuals, families, and family offices and their wealth advisors. It allows for seamless communication and management of complex wealth matters anytime, anywhere, ensuring compliance.

by MD Wealth Management, LLC

Secure client portalPortfolio trackingInvestment management

Access your financial portfolio and manage investments through a secure client portal. Track account performance, view statements, and stay updated on your financial goals. Designed for existing clients to easily manage their wealth.

Connect with your dedicated wealth management team, including specialists in tax and estate planning. Communicate securely, schedule meetings, and access educational resources to manage your finances.

Advisor CommunicationMeeting SchedulerSecure Document Upload

by Flourish Wealth Management Inc.

Real-time account informationInvestment holdings viewPerformance tracking

Access your financial accounts and investment performance on the go. View real-time holdings, quarterly statements, and utilize financial planning tools. This app provides a convenient way to manage your wealth from anywhere.

by Proven Wealth Limited

Expert financial adviceInvestment insightsAsset management expertise

Access expert financial advice and investment insights from a team with decades of experience managing billions of dollars. Benefit from know-how across asset management, corporate finance, and stock brokerage.

📡 News

(2)

Track, manage & build wealth

Finn: AI Wealth Manager

Connects all financial accountsPersonalized money briefingsAI-powered financial advice

This app acts as your personal AI financial advisor, consolidating all your accounts to provide insights and actionable steps for managing investments, taxes, and banking. It offers personalized money briefings, investment guidance, and goal tracking to help you build wealth.

free with in-app purchases

(358)

401GO

401k plan management

View account balance and gains/lossesReview and adjust investment allocationsGenerate savings projections

Manage your 401(k) retirement savings with ease. Track your balance, adjust investments, and generate savings projections. Get personalized recommendations and update beneficiaries securely.

by MJP ASSOCIATES, INC.

Financial planning & advisory

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

This app offers personalized financial planning and wealth management using AI and expert advice. It helps users achieve financial goals like retirement, tax optimization, and estate planning with a flat-fee subscription model.

by GBM Wealth Management, Inc.

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.

by Plante Moran Financial Advisors

On-demand portfolio accessView financial assets and liabilitiesDocument access

Access your investment portfolio and financial information on demand. View all your assets and liabilities in one place, access important documents, and connect with your financial advisory team. Stay informed with wealth management insights.

(8)