Best Wfp Client Portal Apps

Buddy: Budget Planner App

Money Manager & Tracker

Free

This app helps you create and manage personal or shared budgets. Track expenses, connect your bank account for automatic transaction import, and gain a clear overview of your spending, income, and savings. It also features tools to split costs and settle up with others.

My Allied Portal

by Allied Benefit Systems, LLC

Free

Easily manage your healthcare benefits from your mobile device. Access your ID card, track spending, view claims, find doctors, and understand your plan details. Connect with member services for support.

Primerica Online

Representative App

Free

This app empowers financial representatives to manage and grow their business remotely. Access client tools for insurance and investments, training materials, and business management features. Stay connected with company news and social media resources.

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.

Hona - Client App

Client Portal for Updates

Free

This app provides a secure and convenient way to communicate with your legal team. Receive real-time case updates, send instant messages, and access all your legal documents directly from your iOS device.

Benefits by WEX

by WEX, Inc.

Free

Manage your benefit accounts securely and conveniently. Quickly check balances, view account details, and submit claims with real-time access. The app offers time-saving options for HSA transactions, bill payments, and expense management.

SimplePractice for Clinicians

Practice Management Software

Free

Manage your practice on the go with intuitive tools for scheduling, client management, and administrative tasks. This HIPAA-compliant app offers a streamlined experience for clinicians to connect with clients, manage appointments, and access client information securely from their mobile devices.

Beyond Finance

by Beyond Finance Inc.

Free

Track your financial program's progress and view enrolled accounts. Connect with your Client Success Team for support and receive personalized financial tips to inspire your journey.

Monefy: Money Tracker

Track Income & Expenses

Free

Easily track your income and expenses with quick, one-click transaction entries. Synchronize your financial data across multiple devices and manage your spending with intuitive charts and customizable categories.

Goodbudget Budget Planner

Money & Expense Tracker

Free

This app helps you manage your finances and plan your spending using a virtual envelope system. Track expenses, monitor debt, and gain insights with helpful reports. Share your budget with family or friends across multiple devices.

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.

Hiatus - Subscriptions & Bills

Budgeting and Money Manager

Free

This app helps you monitor accounts, track subscriptions, and gain control of your finances. It consolidates spending, identifies financial habits, and offers tools to save and earn money. Achieve your financial goals with smart budgeting and rate increase identification.

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.

Canopy

Accounting Practice Software

Free

Manage your accounting practice and clients from anywhere with this mobile app. Access client information, files, and manage projects, tasks, and billing on the go. Securely handle sensitive data with advanced mobile security features.

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.

Budget app - spending tracker

Budget planner & money tracker

Free

This personal finance app helps you track spending, plan budgets, and save money to achieve financial freedom. It offers features like AI-powered tracking, shared budgeting, and detailed stats to understand your financial habits.

Origin: AI Budget and Track

Spending, Saving, & Net Worth

Free

Effortlessly track finances, create AI-powered budgets, and gain personalized financial guidance. Manage spending, investments, and plan for life events with secure account connections and expert advice.