Best Valley Forge Captive Advisors Apps & Games

Beanstox: Simple Investing

Start small, grow wealth

Free

Invest automatically with personalized ETF portfolios and retirement accounts. Start with as little as $10 and benefit from expert-built strategies. Secure and regulated, it's designed for both new and experienced investors.

EFE

Your Investment Advisor

Free

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.

Underwritten: Career Sim

Life & Firm Tycoon

Free

Simulate a career, build a firm, and pass down a dynasty across generations. Manage your business, engage in high-stakes deals, and enjoy a rich personal life with diverse activities. The Founder's Edition offers exclusive features for an enhanced experience.

Titan: Your Wealth Team

Investing, Wealth Management

Free

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.

Octavia Wealth Advisors

by Octavia Wealth Advisors, LLC

Free

Access your financial accounts securely and manage your wealth with interactive reports and a document vault. Connect with your client team through a user-friendly mobile dashboard for a comprehensive financial overview.

CPS Portal

by CPS Investment Advisors

Free

Access your investment portfolio details and connect with your financial advisor. View your portfolio's value and asset allocation in one place.

Wealthbox

CRM for Financial Advisors

Free

Manage client relationships and firm activities with this comprehensive CRM mobile app. Features include secure login, contact management, task organization, and calendar integration. Stay updated on your practice with a streamlined interface designed for financial advisors.

Index Fund Advisors

Wealth Management, OCIO, Taxes

Free

This app serves as an educational resource for investors, offering personalized wealth management advice and tools. It provides access to expert interviews, investment articles, and interactive surveys to help users understand evidence-based investing strategies and achieve their financial goals.

Wealth Enhancement

Wealth Enhancement

Free

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.

Crestwood Advisors

by Crestwood Advisors Group LLC

Free

Access your wealth management client portal on the go. View household and account information in a clear, easy-to-understand format. Requires authorization as a Crestwood Advisors client.

Schwab Advisor Center® Mobile

by The Charles Schwab Corporation

Free

This app allows independent registered investment advisors to remotely monitor and manage client accounts. It offers secure access to account balances, positions, and request statuses, with features like mobile check deposit and direct support contact.

Legacy Financial Advisors

Legacy Financial

Free

This app provides clients with a secure portal to access and manage their financial information. It allows for direct communication with advisors, access to market insights, and the ability to view performance reports and news.

Disabled Vet Benefits

VA Benefits & Discounts Finder

Free

Discover federal, state, and military discounts you qualify for as a disabled veteran. Input your VA disability rating and state to get a personalized list of benefits, including how to claim them and direct application links. Features an AI assistant and savings calculator.