Best Wemoney Fws Apps

Principal®

Retire on your terms.

Free

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

Future Proof Festival

by Advisor Circle Incorporated

Free

This event app connects financial professionals for networking and exclusive content. It facilitates pre-scheduled meetings and provides an immersive experience for attendees of the world's largest wealth festival.

Albert: Budgeting and Banking

Organize. Budget. Save.

Free

Manage your finances with an all-in-one app for budgeting, saving, and investing. It offers 24/7 identity monitoring, high-yield savings accounts, and an AI financial assistant to help you organize your money.

Revolut: Send, spend and save

Change the way you money

Free

Manage your money with a comprehensive financial app. Spend, send, and save across multiple currencies, invest in stocks, and track your spending with smart tools. Offers features for both adults and children's financial education.

Empower ®

Plan, save, invest, retire

Free

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

GreenPath Financial Wellness

by GreenPath, Inc.

Free

This app helps you create and follow a personalized financial plan. It guides you through financial wellness themes, identifies gaps, and helps you set and achieve goals with minimal weekly time commitment.

Currence

Financial Freedom. Faster.

Free

This app helps users achieve financial freedom by providing a proven wealth-building philosophy. It allows you to save and build wealth while maintaining your current lifestyle, creating new passive income streams.

Roots: Grow Wealth

Learn to earn rewards & invest

Free

This app helps users build wealth through real estate investing and financial education. It offers a personalized 52-week plan with weekly actions, rewards for progress, and the ability to redeem rewards for investments, home purchases, or coaching.

Elements App

The app for advisors & clients

Free

This app facilitates communication between financial advisors and their clients regarding financial goals and progress. It introduces the Elements Scorecard for a quick assessment of financial health.

Facet: Financial Planning

Flat fee, CFP®, investing

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.

Zocks

by Zocks Communications, Inc.

Free

Streamline your financial advisory work with an AI assistant. Automate meeting preparation, documentation, and follow-up tasks directly from your mobile device. Focus more on client relationships and less on administrative burdens.

FSCB Mobile

by First Secure Community Bank

Free

This app consolidates all your financial accounts, even from other institutions, into one organized view. It offers real-time updates, alerts for low funds and upcoming bills, and tools to enhance transactions with notes and images for better financial management.

BrightPlan

Employee Financial Wellness

Free

Gain control of your finances with personalized guidance, goal tracking, and a tailored plan. Access educational resources, AI-powered coaching, and investment advice. Securely manage your budget, monitor spending, and view all accounts in one place.

WealthFluent

Strategic Investors Welcome

Free

An AI-powered platform for independent investors to manage their finances. It integrates all accounts, provides a financial wellness score, helps build lifetime plans, and optimizes portfolios with AI insights.

All•In•One Wellbeing | CARAVAN

#1 Health & Wellness Videos

Free

Access a vast library of expert-created content covering health, wellness, and personal development. Explore videos, articles, and programs designed for all levels and interests, with new content added weekly.

Francis LLC

by Francis LLC

Free

This financial wellness tool helps you assess your financial health, track spending, and plan for retirement. It offers personalized investment advice and connects you with a financial planner. Features include debt management tools and a financial personality assessment.

MoneyChat: Expense Tracker

AI budget & spending log

Free

$1.99 | 100% OFF

Effortlessly manage your finances with an AI-powered chat interface. Track expenses, organize bills, and set budgets with smart recommendations and visual insights. Supports over 110 currencies and cryptocurrencies.