In such a digital age, monitoring your finances and staying informed is easier than ever! But there are so many apps out there, how do you know which ones are the best? I have compiled a list of some of my favorite finance apps to help you narrow down the best ones!
1. WFS eQuipt
If you have a Woodbury/Pershing/Brokerage account, the WFS eQuipt app is available so you can check your account status from your phone! Once logged in, you can view your asset summary, account details, and even set your e-Delivery Preferences!
Stay connected with the current market happenings. Sign up for breaking news alerts that might affect your investments.
This app allows you to do almost everything in one place when it comes to saving, investing, and tracking your habits. It also conveniently works with Turbo Tax and connects to any bank! Track your credit cards, savings accounts, and investment accounts to see your net worth.
A creative new way to track joint finances! This app connects a couple's spending in one location and makes it easy to budget and look at your finances as a couple.
Of course, every person is different so these apps may not work for everyone. The important thing is finding what works for you! Is it paper budgeting or do you prefer something online? Whatever works, we’re here for you to help you through your finances when you are!