Join the millions that have trusted BuyersGuide.org's expert reviews and data-driven recommendations. Our curated financial planning app list includes options for all types of financial goals.
- Budgeting: Monitor and change your budgeting and saving habits with SoFi Relay
- Savings: Savings accounts available for members
- Investing: Fee-free investing with active or automated options
- Debt Management: Loan refinancing and credit score monitoring
- Fees: No cost for Relay financial monitoring and planning features
- Additional Features: Free advising with financial planners to help you set and reach your financial goals
- Budgeting: Monitor and change your budgeting and saving habits with SoFi Relay
- Savings: Savings accounts available for members
- Investing: Fee-free investing with active or automated options
- Debt Management: Loan refinancing and credit score monitoring
- Fees: No cost for Relay financial monitoring and planning features
- Additional Features: Free advising with financial planners to help you set and reach your financial goals
- Budgeting: Track your monthly budget and savings goals in the app
- Savings: No-fee Cash Reserve savings account available
- Investing: Automated investing, retirement investing, socially responsible investing, and crypto investing options
- Debt Management: Track your net worth and debt reduction goals on the all-in-one dashboard
- Fees: No fee, 0.25%, and 0.45% annual fee plan options
- Additional Features: Financial experts available to advise you at no additional cost
- Budgeting: Track your monthly budget and savings goals in the app
- Savings: No-fee Cash Reserve savings account available
- Investing: Automated investing, retirement investing, socially responsible investing, and crypto investing options
- Debt Management: Track your net worth and debt reduction goals on the all-in-one dashboard
- Fees: No fee, 0.25%, and 0.45% annual fee plan options
- Additional Features: Financial experts available to advise you at no additional cost
- Budgeting: Set and monitor your budget in the app to reach your financial goals
- Savings: Bright's AI helps you automatically contribute to your savings
- Investing: Does not include investing features
- Debt Management: Automate credit card payments to pay off debt faster & save on fees
- Fees: Plans from $6.99/month
- Additional Features: Get a personalized MoneyScience plan tailored to your needs and goals
- Budgeting: Set and monitor your budget in the app to reach your financial goals
- Savings: Bright's AI helps you automatically contribute to your savings
- Investing: Does not include investing features
- Debt Management: Automate credit card payments to pay off debt faster & save on fees
- Fees: Plans from $6.99/month
- Additional Features: Get a personalized MoneyScience plan tailored to your needs and goals
- Budgeting: Spending habit insights and budgeting features all in one app
- Savings: Track your savings and get help avoiding fees, overdrafts, and more
- Investing: Does not include investing features
- Debt Management: Track your debt payments and build your credit with automated features
- Fees: Free plan or $9.99/month plan
- Additional Features: Get an advance of up to $250 when you sign up
- Budgeting: Spending habit insights and budgeting features all in one app
- Savings: Track your savings and get help avoiding fees, overdrafts, and more
- Investing: Does not include investing features
- Debt Management: Track your debt payments and build your credit with automated features
- Fees: Free plan or $9.99/month plan
- Additional Features: Get an advance of up to $250 when you sign up
- Budgeting: Get matched to an advisor to help you build your ideal budget
- Savings: Personalized savings advice and goals
- Investing: Custom investing guidance for retirement and more
- Debt Management: Personalized debt management advice
- Fees: Fees vary based on type of advisor hired
- Additional Features: Have free financial calculators for retirement savings and 401Ks
- Budgeting: Get matched to an advisor to help you build your ideal budget
- Savings: Personalized savings advice and goals
- Investing: Custom investing guidance for retirement and more
- Debt Management: Personalized debt management advice
- Fees: Fees vary based on type of advisor hired
- Additional Features: Have free financial calculators for retirement savings and 401Ks
- Budgeting: Easily track your budget and spending
- Savings: Connect your bank accounts to track savings for multiple goals
- Investing: Integrates with investment accounts so can track your portfolio
- Debt Management: Track your credit cards and loans, get helpful insights for strategic payments
- Fees: Plans from $3.99/month
- Additional Features: Get an automatically generated, customizable budgeting and savings plan
- Budgeting: Easily track your budget and spending
- Savings: Connect your bank accounts to track savings for multiple goals
- Investing: Integrates with investment accounts so can track your portfolio
- Debt Management: Track your credit cards and loans, get helpful insights for strategic payments
- Fees: Plans from $3.99/month
- Additional Features: Get an automatically generated, customizable budgeting and savings plan
- Budgeting: Create and track your custom comprehensive budget
- Savings: Manage your spending and find new places to save with detailed tracking
- Investing: Monitor your investment portfolio and get valuable trading insights
- Debt Management: Keep track of your monthly bills and improve credit with timely payments
- Fees: Plans from $35.99/year
- Additional Features: Small business and property management financial features also available
- Budgeting: Create and track your custom comprehensive budget
- Savings: Manage your spending and find new places to save with detailed tracking
- Investing: Monitor your investment portfolio and get valuable trading insights
- Debt Management: Keep track of your monthly bills and improve credit with timely payments
- Fees: Plans from $35.99/year
- Additional Features: Small business and property management financial features also available
- Budgeting: Find space in your budget by lowering your monthly bills by analyzing transactions and canceling unwanted subscriptions
- Savings: Grow your money with a goal-based savings account. All funds are FDIC insured up to $250,000 by Evolve Bank, Member FDIC
- Investing: No investing features currently
- Debt Management: No debt management features currently
- Fees: 15% of your annual savings - if you don't save money, you don't pay for Trim
- Additional Features: Get medical bills negotiated down on your behalf
- Budgeting: Find space in your budget by lowering your monthly bills by analyzing transactions and canceling unwanted subscriptions
- Savings: Grow your money with a goal-based savings account. All funds are FDIC insured up to $250,000 by Evolve Bank, Member FDIC
- Investing: No investing features currently
- Debt Management: No debt management features currently
- Fees: 15% of your annual savings - if you don't save money, you don't pay for Trim
- Additional Features: Get medical bills negotiated down on your behalf
- Budgeting: Helps to create a financial plan focused on achieving your short and long term goals
- Savings: Monitor your savings and automatically contribute to tax-advantaged accounts
- Investing: Automated investing features that span across most of your investment accounts
- Debt Management: Automatically adjusts investment amounts based on changes to monthly expenses
- Fees: Plans from $19/month
- Additional Features: Fully customizable automated retirement & savings contributions
- Budgeting: Helps to create a financial plan focused on achieving your short and long term goals
- Savings: Monitor your savings and automatically contribute to tax-advantaged accounts
- Investing: Automated investing features that span across most of your investment accounts
- Debt Management: Automatically adjusts investment amounts based on changes to monthly expenses
- Fees: Plans from $19/month
- Additional Features: Fully customizable automated retirement & savings contributions
Our Top Choice
- Budgeting: Monitor and change your budgeting and saving habits with SoFi Relay
- Savings: Savings accounts available for members
- Investing: Fee-free investing with active or automated options
- Debt Management: Loan refinancing and credit score monitoring
- Fees: No cost for Relay financial monitoring and planning features
- Additional Features: Free advising with financial planners to help you set and reach your financial goals
- Budgeting: Monitor and change your budgeting and saving habits with SoFi Relay
- Savings: Savings accounts available for members
- Investing: Fee-free investing with active or automated options
- Debt Management: Loan refinancing and credit score monitoring
- Fees: No cost for Relay financial monitoring and planning features
- Additional Features: Free advising with financial planners to help you set and reach your financial goals
Compare Features
Online Investing Platform Shopping Guide
Online investing platforms are designed to help you achieve your financial goals. They offer various services and create personalized portfolios geared towards optimizing investment opportunities. With the help of an online investing platform, you can buy and hold stocks, bonds, shares, or mutual funds, trade and store hundred of cryptocurrencies, save for retirement, and more.
Overview
When shopping for an online investing platform, it’s important to know what to look for so you can easily compare products. Here are some considerations to keep in mind:
Is an online investing platform worth it?
An online investing platform is worth it due to many key factors. With an online investing platform you benefit from lower fees, gain access to advanced online tools, have more control and flexibility, can monitor investments in real-time, and don’t need to get involved with brokers.What are the important features of an online investing platform?
A few important features an online investing platform offers include user-friendliness, platform responsiveness and client services, innovative research tools, and analytical capabilities.How does an online investing platform work?
An online investing platform provides software that enables you to make various investments and holds them in one place. They work by guiding you through different financial opportunities supported by in-depth research so you can make an informed decision about where you would like to invest.What are the different types of online investing platforms?
Online investing platforms offer different services for different types of investments. You can choose from platforms that allow you to buy and sell shares, bonds, cryptocurrency, etc., actively manage and track funds, invest in property or cash, secure a retirement or pension plan, and more.
Online Investing Platform FAQ
So how do you choose an online investing platform that’s right for you? These are the questions consumers are asking when shopping for an online investing platform.
What are the advantages of online investing platforms?
There are many advantages of online investing platforms. Firstly, online investing platforms offer optimal convenience through their software. Secondly, they are a low-cost solution as they eliminate the middleman. With online investing platforms, you can also benefit from better control and management of your finances, and gain a deeper understanding of your money.
Is online investment or trading safe?
Yes, online investing and trading is considered to be safe because the transactions happen directly from your bank account, and are always protected.
What is the safest investment with the highest returns?
Some low-risk investments with the highest returns include money market funds, high-yielding savings accounts, treasury, municipal, and corporate bonds, and dividend and preferred stocks.
Final Thoughts
Online investing platforms assist you in your financial journey by creating a portfolio based on your desired level of risk. They allow you to explore and choose from various investment opportunities to build long-term wealth.
Stash details:
Investment advisory services offered by Stash Investments LLC, an SEC registered investment adviser. Investing involves risk and investments may lose value. Holdings and performance are hypothetical.
1Bank Account Services provided by and Stash Visa Debit Card (Stock-Back® Card) issued by Green Dot Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. Visa is a registered trademark of Visa International Service Association.
Stash Subscription fee starts at $1/ month. You’ll also bear the standard fees and expenses reflected in the pricing of the ETFs in your account, plus fees for various ancillary services charged by Stash and the Custodian. Please see the Advisory Agreement for details. Other fees apply to the bank account. Please see the Deposit Account Agreement.
Public.com details:
Securities trading offered by Open to the Public Investing, Inc., member FINRA & SIPC. Cryptocurrency trading offered through Apex Crypto LLC. Not investment advice. Investing involves risk of loss. Other fees may apply.
1,000,000+ shoppers use Buyer's Guide every week to find the best products and services online.
Learn more about our rankings.
Expert Analysis
Our team of experts highlights useful information so you can easily compare products to find the one that's right for you.
Award-Winning Tech
Our technology analyzes thousands of purchase trends to bring you the top product recommendations.
Brands Evaluated
Topics Considered
Hours of Research
Purchases Analyzed
Helping millions of users make smarter purchases online.
