Best Willow Creek Mobile Advisor Apps

5.0(2 ratings)

Free

Willow Creek Mobile Advisor screenshot 1

Willow Creek Mobile Advisor screenshot 2

Willow Creek Mobile Advisor screenshot 3

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Manage your Willow Creek Wealth Management accounts on the go. Access reports, performance data, and account activity through a modern, streamlined mobile experience. Contact support via email for any questions.

M1: AI Wealth Management by M1 Finance LLC

AI financial advisor built in

Strong Contender

4.7😊(75K ratings)

FreeAds

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

What We Love

🚀 Great update and app
🚀 Wonderful app to organize accounts
🚀 Easiest visual long-term investing app
👍 Excellent service and good app
👍 Best app for path to financial freedom
👍 Best investing platform to date

Room to Improve

🔍 Stop pushing users to take on margin debt
🐛 Buggy and glitchy app
🔍 Confusing and baffling app
🔍 Clunky UX with unclear onboarding
🔍 Horrible customer service
💰 Transfers take too long
🔍 Pie and slice concept not user-friendly

Edward Jones by Edward Jones

Track your goals on-the-go

Worth Considering

4.8😊(144K ratings)

Free

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

What We Love

🚀 Efficient and streamlined app
👍 Intuitive and user-friendly design
🔒 Secure communication with advisors
💡 Ability to integrate external accounts
👍 Helpful for retirement planning and goal tracking

Room to Improve

🐛 Frequent login and Face ID issues
🔍 Lack of advanced features and customization
🔍 Cluttered and overwhelming UI
🔍 Missing key information and data visualizations

More Willow Creek Mobile Advisor apps to explore

Willow Financial

by Willow Financial LLC

View financial portfolioUpload filesCommunicate with advisor team

Securely manage your financial portfolio, upload important documents, and communicate directly with your advisor team. This platform offers a comprehensive overview of your financial status and facilitates seamless interaction with your financial firm.

by Orion Advisor Services, LLC.

View portfolio valuesTrack asset allocationContact financial advisor

Easily track your investment portfolio's value and asset allocation. Connect with your financial advisor directly through the app for seamless communication.

Plan, save, invest, retire

Consolidated account viewRetirement planningBudget tracking

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.

free with in-app purchases

(421K)

Schwab Advisor Center® Mobile

by The Charles Schwab Corporation

Remote client account managementView account balances and positionsTrack submitted request statuses

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.

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Facet: Financial Planning

Flat fee, CFP®, investing

Personalized financial roadmapCFP® professional guidanceInvestment management

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.

Advice•Protection•Retirement

Account access with FaceID/TouchIDConsolidated account viewAccess to historical documents

Manage your financial accounts, investments, and retirement plans conveniently on the go. Access account details, documents, and update your profile. Connect with your financial professional and customer service.

Conduct critical business operations on the go with a virtual office at your fingertips. Access client accounts, market data, and trading capabilities from anywhere. Stay informed with real-time updates and notifications to support your business.

Client account managementMarket data and watch listsReal-time alerts and notifications

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.

Ally: Bank, Auto & Invest

The app for all things money

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

Access and track your investments on the go with an intuitive interface and clear visualizations. Stay informed about your portfolio's performance anytime, anywhere, directly from your smartphone.

Intuitive investment navigationPortfolio performance trackingVisualizations of portfolio data

Private markets investing

Diversify with private marketsReal estate, private equity, credit investmentsBuild custom portfolios

Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.

free with in-app purchases

(1.6K)

My Financial Advisor -Blueleaf

Your Advisor, Always There.

Real-time advisor updatesPortfolio performance trackingAccount balance aggregation

Access your complete financial life and communicate directly with your advisor. Receive real-time updates, track portfolio performance, and stay informed about market insights and planning tips. This app provides a transparent and convenient way to manage your finances and engage with your financial professional.

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SEI Connect - Investor

Powering Wealth

Biometric loginPush notificationsDocument scanner

Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.

More than financial technology

Business dashboard with key metricsPerformance and progress trackingQuick access to business resources

This mobile platform provides authorized business partners with essential company information, performance insights, and resources. It offers a business dashboard, progress tracking, and quick access to company updates and tools.

🔧 Utilities

(4)

Orion Wealth Management Portal

by Orion Advisor Services, LLC.

Wealth management toolsAdvisor collaborationFinancial planning access

Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.

Securely access and manage your Primerica Advisors managed investment accounts on your mobile device. Review portfolio performance, holdings, transaction history, and important documents anytime, anywhere.

Secure client account accessView portfolio performanceAccess holdings and transaction history

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