Financial Services Recruiters

Financial advisors can download apps to assist them with tasks they tackle every day. Here of 10 of the best apps for financial advisors and their clients.

1. Compoundee ($2.99)

iPhone, iPod touch, iPad

Even employees in financial services shouldn’t be expected to complete calculations without a little help. The creators of Compoundee have come to the rescue. You can calculate future loan payoffs and investments so that clients know what to expect. It’s possible to include a range of variables including compound interest, inflation, periodic deposits, investments and taxes.

2. eMoney Mobile (Free with license)

iPhone, iPad

If you have an eMoney software license you need to download the mobile app. It makes using your iPad for client appointments simple. Just pass over the device and they can see their accounts, holdings, balance sheets and more. Privacy is not an issue because it uses an encrypted vault.

3. Bloomberg Mobile (Free)

iPhone, iPad, Blackberry, Android

Chances are you check in with Bloomberg throughout the day. Now you can use the free app for real-time market data. There is even a My Stocks feature for creating portfolios.

4. Flipboard Pages (Free)


It’s tough to keep up with all of the latest business magazines let alone everything happening on your social networks. Download Flipboard Pages and you can have access to all of the top articles and posts in one place. It updates itself when new content is introduced via Twitter or Facebook. Photos, magazine articles, news from USA Today and BBC are just a few of the nuggets you will have access to.

5. Mint (Free)

All devices

Graphs and data aggregation make Mint a must-have app for financial services experts. Show clients where there money is going and open their eyes to dangerous spending patterns. Explain how to set a budget and categorize transactions. You can set alerts for late fees, large purchases and bill reminders.

6. Nest Egg Estimator (Free)

All devices

The aptly named Nest Egg Estimator helps you to create a spending plan that will leave you with your own retirement fund. You decide which data to use based on projected life changes. It stays on the device and does not go over the Internet.

7. HB 10BII Financial Calculator (1.99)

All devices

Another fine calculator app, HP 10BII financial calculator puts projections at your fingertips. Let clients know what the results of current investment patterns instantly.

8. CNN (Free)

All devices

Get access to CNN news and programming anywhere. App includes video clips, business news and international newscasts.

9. Retirelogix (free) Learn more about Portafina

All devices

Show clients how different sources of income will enable them to save more money even faster. College Logix can be downloaded as part of the paid PRO version (1.99) to help with college planning.

10. Barrons (Free but need subscription)


Keep up to date with one of the top US financial magazines from your iPad. Get priceless insights and analysis on the go with this free app for iPad.

Did we miss a useful app for financial advisors? Let us know!

Leave a Reply

Your email address will not be published. Required fields are marked *