Technology and digital devices have drastically impacted human lives resulting in more efficient and faster means for data production, analysis, and distribution.

The financial sector is also experiencing remarkable growth based on innovation and tech-related advancements.

With the help of the latest apps and software, financial experts can improve their work performance and excel in their careers. If you want to stay ahead of the competitive job market, you must develop a grip on finance-related productive apps.

Here are the nine useful tools and apps you should have on your phone.

  1. The Exams Prep App for Finance

The Financial Exams Prep App series is essential for finance candidates who want to ace the licensing exams and other tests such as CFA and FRM.

You can easily navigate the different sections of the app and prepare for the relevant portion. Each section of the app provides the material pertinent to the financial aspirants, such as books, quizzes, financial products, and risk analysis.

Though this app targets early career financial professionals, you can still install it to hold your grip on basics. It is compatible with both devices, such as Android and Apple phones.

  1. The (FRED) App – Federal Reserve Economic Data

The Federal Reserve Economic Data (FRED) is heaven for financial analysts who want to stay updated with micro and macro accounting trends to download charts and graphs and create customized presentations on the go.

It provides access to more than 810,000 data series from some credible sources such as BLS, Census, OECD, and BEA via Excel sheets.

You can formulate reports and create presentations referencing historical data and financial trends with the help of the FRED app. It is available free of cost for Android and iPhone users.

  1. Quicken

Quicken has been easing the lives of financial experts for decades; it is an established name in the personal finance world.

You can manage various functions related to finance, including budget creation, debt management, and investment portfolio.

With additional features of exporting Excel files and bill payments, it gives you the freedom to edit financial data and stay clear of debts.

With the help of this software, you can track the accurate value of your net assets and personal and business finances. Quicken is available for Android, iOS, Windows, and macOS users.

  1. TurboTax

TurboTax is a useful and consumer-friendly tool to manage your yearly taxes. It can guide and help you to file your tax return with accuracy.

You can use the free version of the app while filing your tax return with form 1040, with no attached schedules.

By opting for price plans, you can benefit from more features such as connecting with tax experts who can give you personalized advice and address your concerns regarding your tax returns.

In addition, the paid TurboTax version allows you to get access to tax deductions. It is compatible with Windows, Android, and iOS operating systems.

  1. Square

Square is another useful app that helps small business owners to manage their finances by accepting credit cards and streamlining their online marketplaces.

It allows users to keep records of all items, manage inventory and create reports for transactions. The best feature that makes Square stand out is its ability to connect with other apps, such as delivery apps.

In addition, it also helps you to connect with customers after their purchase by storing their email addresses for sending receipts.

Square is available with a credit card reader on both operating systems, including Windows and Mac.

  1. uValue App

Financial analysts and investors who perform corporate valuations must install the uValue app. It offers six standard formulas: the dividend growth model (DGM), weighted average cost of Capital (WACC), exchange rate forecasts, and levered or unlevered beta.

You can struggle to use this app if you are not well-familiar with valuation practices. It works more like a fundamental calculator without any data resources on the dashboard.

Novice financial professionals will gradually get used to this app due to its highly educational design. The uValue app is free; however, the major limitation is its availability only on iPads and iPhones

  1. Personal Capital

Personal Capital is a powerful app that lets you manage multiple financial accounts on the go. It gives you a single platform to include your financial information such as a mortgage, bank, credit, and investment account details.

You can easily estimate your net worth and manage and track your financial performance without switching screens.

With a portfolio of above $100,000, this app can provide you with expert financial advice to achieve your financial goals while charging a fee.

Personal Capital does not charge any monthly fee; it has tiered price plans for variable investment amounts. It is accessible to both Android and iOS users.

  1. TheStreet App

TheStreet is a website-based app that provides finance updates regarding the stock market, commentary, technical analysis, and idea generation.

It also allows you to access TheStreet Ratings, a proprietary rating model popular in the finance industry.

This application is available for both Android and iPhone users.

  1. CNBC: Business and Stock News

The CNBC app is a highly innovative platform that provides plenty of business news, stock market trends, and valuable financial insights.

It makes the job of novice financial professionals and high-level financial analysts easier and more productive.

They stay connected with news and get full coverage of virtually every finance-related topic. You can access data, watch videos, and design interactive graphs and charts on the go.


To keep up with the ever-changing and expanding financial world, you have to adopt modern methods and use the latest tools to up your game.

The wide variety of apps empowers you to enhance your skills and practice them in digital settings. In addition, you can choose apps depending on your needs, professional commitments, and budget.

In case of high pricing, you can switch to other reasonably priced alternatives or use freely available features. Being tech-savvy, you can reach new heights in your career and become an expert in your field.