19 Best Finance Tools: to Keep Your Finances Running Smoothly in 2025

The best finance tools include budgeting software, investment tracking platforms, and personal finance apps designed to help users manage their money more efficiently and make informed financial decisions.
Best Finance Tools
What Are the Best Finance Tools? Learn the Simple Secrets to Getting Ahead of Your Finances, Whether You're a Standard Saver or a Serious Investor. We've Got It All Right Here...
This article contains tops tips from our experts, backed by in-depth research.

Contributors:

Francis Hui
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Key Takeaways
  • The best finance tools for equity release in the UK include online calculators, comparison websites and financial planning software.
  • Equity release calculators and comparison sites can greatly simplify the process by providing instant, tailored results.
  • They can assist in making accurate financial projections, including interest rates, total loan amounts, and monthly repayments.
  • They can provide accurate projections for equity release by incorporating current market rates and personal financial details.
  • Seniors should use them as they provide easy-to-understand information and visuals, helping them make informed decisions about their future finances.

In This Article, You Will Discover:

    In the information era in which we live it would be a great pity not to take advantage of some of the best finance tools that exist to help us make financially smarter decisions.

    We've shortlisted 19 of the best investment and finance tools to make your life easier. These tools will help you save money and make wise investment decisions.

    #1. Best Site for Financial Training

    street of walls
    @Shutterstock

    Street of Walls

    The Street of Walls is a site for financial training that focuses on personal finance skills.

    They have courses in stocks, bonds, ETFs1 and more.

    #2. Best Personal Finance Site

    mint
    @Shutterstuck

    Mint

    Mint is a free site that helps you manage all of your finances in one place.

    It's also helpful for budgeting and money management2, as it has tools like graphs to help keep track of spending habits.

    #3. Top Asset Management Tools

    sigfig (1)
    @Shutterstuck

    SigFig

    SigFig is an investment management3 system that helps you pick the investments with the best potential returns.

    It also offers guidance on what to do if your investments go down in value during a market downturn, and how much risk you should take when investing in stocks.

    personal capital
    @Shutterstuck

    Personal Capital

    Personal Capital is a free, secure site for online money management that combines high-level insights on your portfolio with the latest market data.

    betterment
    @Shutterstuck

    Betterment

    Betterment is the first and only automated investing service that takes into account your goals, timeline for achieving them, tolerance for risk, and past investments to create a customized portfolio.

    level money
    @Shutterstock

    Level Money

    Level Money is a free, secure online financial management service that tracks and analyses your income and expenses,

    To give you the best possible understanding of where your money is being spent.

    #4. The Top Earnings Estimate Site

    estimize
    @Shutterstock

    Estimize

    Estimize is the leading financial predictions platform, powered by a community of thousands of analysts and investors.

    #5. The Top Site for Deep Revenue Analysis

    trefis
    @Shutterstuck

    Trefis

    Trefis is a financial modeling software with an intuitive interface that takes the mystery out of valuation, helping you forecast how your stocks will react to market movements.

    #6. The Best Finance Portal Sites

    finviz (1)
    @Shutterstuck

    Finviz

    Finviz is an interactive financial service that provides stock market research and analysis.

    It's one of the leading providers of financial data and research for stocks, ETFs, mutual funds and other securities.

    morningstar (1)
    @Shutterstuck

    Morningstar

    Morningstar is an independent provider of investment research services, including stock market analysis and financial planning tools.

    gurufocus (1)
    @Shutterstuck

    Gurufocus

    Gurufocus is a leading finance website that provides in-depth coverage of stocks with an emphasis on value investing.

    #7. Best Data Visualization Websites

    bloomberg (1)
    @Shutterstuck

    Bloomberg Visual Data

    Bloomberg Visual Data is a data visualization4 service that provides unique and high quality, interactive charts for companies to track their progress.

    xblr
    @Shutterstuck

    XBRL

    XBRL, or Extensible Business Reporting Language is a technical standard enabling the electronic exchange of business information using eXtensible Markup Language.

    #8. The Top Charting Websites

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    @Shutterstuck

    Trading View

    Trading View is a social network for traders and investors, providing real-time data from the stock exchanges on one screen.

    stockcharts
    @Shutterstuck

    StockCharts.com

    Stockcharts.com is a charting company that provides comprehensive charts for stock forecasts and commodities trading on the web

    #9. The Best Site for Conference Calls

    earnings cast
    @Shutterstuck

    Earnings Cast

    Earnings cast is a site that dissects conference call transcripts and sentiment to tell you what the CEO said,

    How they feel about their company's prospects and what investors should know.

    #10. The Top SEC Filings Tools on the Web

    sec live
    @Shutterstuck

    SEC Live

    SEC Live is a comprehensive mobile application for SEC filings, including company profiles and key information.

    rank and filed
    @Shutterstuck

    Rank and Filed

    Rank and filed is a suite of free tools that help you find the best stocks, funds, ETFs, and options.

    bamsec
    @Shutterstuck

    BamSEC

    BamSEC is a comprehensive resource for SEC filings, including company profiles and key information.

    Common Questions

    What Are the Best Finance Tools for Equity Release in the UK?

    Why Should Seniors Use Finance Tools When Considering Equity Release?

    Which Finance Tools Help Simplify the Equity Release Process?

    How Do Finance Tools Assist in Equity Release Calculations?

    Can Finance Tools Provide Accurate Equity Release Projections?

    In Conclusion

    Making the right decision about your investments or financial decisions can be a daunting task. With so many tools out there, it’s hard to find which ones are best for you and what they offer.

    Whether you need an app with extensive research capabilities, have a specific goal in mind like saving up for college tuition or want guidance from professionals as well as other students who may share similar goals, these free apps are the best finance tools to help make better investing decisions easier than ever before.

    References

    • www.oldschoolvalue.com/investment-tools/finance-investment-tools/
    • www.g2.com/categories/financial-research
    • www.cbinsights.com/research/personal-finance-apps-strategies/
    • www.g2.com/categories/financial-research/free
    • www.sourceforge.net/software/financial-research/
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