Best Wpwealth Apps

0.0(0 ratings)

Free

Quicken: Budget & Track Money by Quicken Inc.

Investing, Spending, Net Worth

Strong Contender

4.5😐(12K ratings)

FreeIn-App Purchases

#16in Finance

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Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.

What We Love

🚀 Intuitive and user-friendly
💡 Helpful budgeting and planning features
🔒 Secure and private
👍 Comprehensive financial tracking

Room to Improve

🐛 Buggy and unreliable
🔍 Lacking customization options
⏱️ Slow performance and frequent crashes
💰 Expensive subscription fee

Beyond Finance by Beyond Finance Inc.

Worth Considering

4.9😐(19K ratings)

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.

What We Love

👍 Best finance help
🙌 Exceptional service and customer support
💰 Debt reduced substantially
🤝 Helpful and friendly representatives
🗓️ Steady progress in resolving debt
🏆 Life-changing results

Room to Improve

🚨 Negative impact on credit score
💰 High fees and settlement costs
⏱️ Slow progress in resolving debt
🤔 Misleading information provided
🚫 Accounts not settled as promised

More Wpwealth apps to explore

Voya

by Voya Services Company

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling

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.

Retire on your terms.

View account balancesRoll over fundsChange contributions

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.

(236K)

by Ameriprise Financial, Inc.

Ameriprise Financial

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture

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.

(37K)

Finhabits: Invest My Money

Invest, Learn, and Protect

Automated investment accountsRetirement savings optionsHealth, dental, and vision insurance plans

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.

(22K)

T. Rowe Price Personal®

INVEST WITH CONFIDENCE®

Consolidated portfolio viewExternal account linkingDetailed fund performance

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.

Fidelity workplace benefits

Manage retirement savingsAccess stock optionsView health insurance details

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

(29K)

by National Financial Services LLC

Wealthscape Investor℠

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders

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.

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.

(412K)

Financial Care starts here

Brightside Financial

On-demand financial assistantsTailored financial solutionsDebt management tools

This app offers on-demand financial assistance and tailored solutions to improve users' financial health. It provides comprehensive support around the clock, helping individuals manage debt, save money, and navigate financial challenges through a blend of human insight and technology.

Manage your money with purpose

Monitor investments and insurancePurchase, redeem, and exchange mutual fundsAccess statements and tax forms

Manage your investments, insurance, and bills securely on the go. Access important documents, make payments, and direct funds to causes you care about. Connect with your financial advisor for personalized advice.

Cowrywise: Save & Invest Money

(748)

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Save. Invest. Get richer daily

Automated savings plansEarn double-digit interestGroup savings with Circles

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.

(13K)

by New York City Deferred Compensation Plan

NYC DCP

All-in-one account managementRetirement income modelingVideo education and live chat

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.

(12K)

by Stifel Financial Corp.

Stifel Wealth Tracker

Consolidated financial account viewNet worth trackingGoal progress monitoring

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.

(183)

Cleo AI: Cash Advance & Budget

Credit Builder & Savings Goals

AI-powered financial chatBudgeting and spending trackingCash advances up to $250

This AI-powered financial assistant helps you manage your money through conversational chat. It offers budgeting tools, savings accounts with high APY, credit building features, and cash advances without interest or credit checks.

by Robert W. Baird & Co.

View portfolio and asset allocationSecure login with biometricsTrack net worth

Monitor your wealth and track your financial plan with ease. View your portfolio, check your net worth, and securely access important documents. Get expert insights and connect with your financial advisor.

Track your financial program's progress and view enrolled accounts. Connect with a dedicated client success team for support and receive personalized financial tips and inspiration.

Program progress reviewEnrolled account managementClient Success Team connection

(4.7K)

Raisin: Earn More on Cash

Savings, CDs, and More

Discover high-yield savings accountsCompare CD ratesManage multiple accounts from one login

This app helps you grow your savings by connecting you to high-yield accounts and CDs from multiple FDIC-member banks and NCUA-member credit unions. Manage all your deposits, compare rates, and simplify tax reporting from a single, secure dashboard with no added fees or minimums.

(86)