Friendly disclaimer: To log in your employer must offer Financial Finesse as an employee benefit. The Financial Finesse app makes it easier to take control of your financial life. It’s like having a trusted financial coach in your pocket. With the app you can: • Discover your Financial Wellness Score™ and get a personalized action plan in just five minutes. • Watch your score rise (... - More info on Financial Finesse...

Do you have enough money to retire when you want to? Could you retire early? Do you understand how much you will be able to spend in retirement based on how much you are saving today? Are you pursuing financial independence, or even "financial independence / retire early (FIRE)?" FiScry can help. ► What FiScry does FiScry helps you describe your financial plan and then will “play back” hist... - More info on FiScry: Financial Si...

This mobile application allows you to view account valuation, performance, and reporting information for authorized users, in an application developed specifically for mobile devices. - More info on Bridgewealth Advisor...

Wholelife Fin Service is one-stop shopping for all your Financial needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: - Mutual Funds - Equity Shares - Bonds - Fixed Deposits - PMS - Insurance Key Features: - Complete Portfolio report download including all assets. - View historical Performace of your Portfolio easily - Easy login via... - More info on Wholelife Fin Servic...

Zeplyn is the only AI Meeting Co-pilot custom built for Financial Advisors! In the fast-paced world of financial advising, staying engaged with your clients while accurately capturing every critical detail during your meetings can be a daunting task. Zeplyn is here to revolutionize the way you work, leveraging advanced AI technology to automate note-taking in your client meetings, so you can focu... - More info on Zeplyn.AI...

MMBank is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view. It’s fast, secure and makes life easier by empowering you with the tools you need to manage your finances. Here’s what else you can do with MMBank: Keep your transactions organized by allowing you to add t... - More info on mmbank...

We are committed to Commercial Factors and Lenders in order to provide a very robust software for the industry. We understand the business and needs of our clients and their customers.  From Cloud based software and easy access to total integration and easy to use software and this mobile app.  Fintrade is a Web based software solution for Commercial Finance Operations. It includes 8 module... - More info on FinTrade...

SingleView is a secure cash management solution created to look after your finances , providing you a manifest view of your payment transfers, bill payments , account reconciliation, overall credits and overall debits. Singleview allows you to integrate all your bank accounts, providing you a single console to pay, view and manage your bank transfers. You can pay all your SADAD bills –utilitie... - More info on SingleView – Open ...