The Fruitful mobile app is available exclusively to Fruitful members who have signed up at fruitful.com to access 1-to-1 financial guidance from a CFP® professional and Fruitful banking products. Please log in using your member username and password to schedule 1-to-1 video sessions, chat with your Fruitful Guide, and engage with Fruitful financial products. IMPORTANT INFORMATION Product images... - More info on Fruitful: Finances f...

Let your money move you. Piere is the money app that plans ahead, then acts for you. Using agentic AI, Piere analyzes your finances, creates a personalized MyPlan™, and automates smart money Moves across all your connected accounts. Grow your savings, cut debt, and optimize your cashflow without lifting a finger. Whether you want to build wealth, break the paycheck-to-paycheck cycle, or finall... - More info on Piere: Self-Driving ...

Oz optimizes your financial plan and helps you track your progress in real-time. - More info on Oz Optimizer...

It’s a great day to build a financial plan! The Troutwood App was designed and developed to help individuals set and achieve important financial goals. Your customizable Financial Plan output includes: (1) Goal setting (2) Proprietary likelihood score - can I achieve this goal? (3) proprietary adequacy score - is my goal enough to meet my financial needs? (4) Budget - based on real, locat... - More info on Troutwood...

Take control of your finances using BrightPlan for personalized financial guidance, tracking your goals, and making a plan based on your unique situation to thrive! This employer provided benefit helps reduce financial stress and build your confidence when it comes to money. BrightPlan’s offerings may vary by country and employer. Learn: BrightPlan Academy offers tailored educational resources... - More info on BrightPlan...

Manage your financial assets 24/7 with this secure Ard application from Ard Financial Group for your Apple devices. With more updates and features on the way you can: - Log on around the world - View your account balances and transaction history - Transfer funds - Pay bills - Request and get loan approvals within 5 minutes - Automatic credit scoring - Open new savings ... - More info on Ard...

Addepar provides the most recent portfolio data to advisors and their clients. Users can see net worth, performance, and asset allocation. Dive deep into the portfolio by asset class and view major transactions. Interested in Addepar, but not sure if your financial advisor uses it? Ask about Addepar in your next meeting, and get ready for a clearer financial picture at every level.... - More info on Addepar...

COMPREHENSIVE FINANCIAL PLANNING This app is for use by individuals for personal financial planning. It provides you with a powerful planning tool for answers to questions like- • Should I convert my IRA to Roth IRA? • Should I start taking Social Security benefits at age 66 or wait for larger payments at age 70? • When will I have enough to retire on my terms? • What will be the bottom l... - More info on PlanMode Financial P...