Best Vafin360 Apps

Ameriprise Financial

by Ameriprise

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.

Voya

by Voya Services Company

Free

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

Finhabits: Invest My Money

Invest, Learn, and Protect

Free

This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Free

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Capital Group PlanPremier401k

Manage your 401k

Free

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

Wealthscape Investor℠

by National Financial Services LLC

Free

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

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.

Cowrywise: Save & Invest Money

Save. Invest. Get richer daily

Free

Securely save and invest money with access to Nigerian mutual funds and stocks. Automate savings, earn competitive interest, and build wealth at your own pace. Your funds are professionally managed and protected by robust security measures.

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.

BBAE Pro - Trading & Investing

Stocks | Options | Portfolios

Free

This platform empowers users to navigate financial markets with tools for stocks, options, and ETFs. It offers commission-free trading, AI-powered filing analysis, and curated investment themes. Users can also explore portfolios of famous investors and receive personalized financial guidance.

Guideline

Access your 401(k) anytime

Free

Easily set up and manage your 401(k) retirement account directly from your phone. Track progress, adjust contributions, and consolidate savings from other accounts. Invest with confidence through guided portfolio selection and automatic rebalancing.

Wealthscape℠

by National Financial Services LLC

Free

This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.

HDFC Securities InvestRight

Stocks,Mutual Funds & IPO

Free

This app provides a comprehensive platform for trading stocks, mutual funds, and IPOs. It offers a personalized trading experience with features like advanced charting, order placement, and real-time market data. Manage your demat account and investments all in one place.

Stifel Wealth Tracker

by Stifel Financial Corp.

Free

Consolidate all your financial accounts in one secure location to gain a comprehensive overview of your wealth. Track net worth, monitor progress towards goals, analyze investments, and access research reports. Connect with a financial advisor for personalized assistance.

iConnections LLC

The Alts Industry Network

Free

This app connects the investment management community, fostering stronger relationships and unique opportunities. It provides a secure platform for finding professionals, scheduling meetings, sharing documents, and tracking interactions globally.

Primerica Shareholder Services

by The Bank of New York Mellon Corporation

Free

Manage your mutual fund investments with ease. View balances, complete transactions, and track your financial history. Offers solutions for investors at all life stages to help achieve financial goals.

Wealthbox

CRM for Financial Advisors

Free

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.