Best CIO Group alternatives: apps like CIO Group

0.0(0 ratings)

Free

Vyzer by Vyzer Inc.

Wealth control and planning

Strong Contender

3.8(4 ratings)

Free

Manage and grow your diverse assets, from investments to insurance, in a single, unified dashboard. This app uses AI to automatically track your financial data, offering insights and secure collaboration for individuals and families.

Advyzon by yHLsoft

By Advyzon

Worth Considering

Frec: Tax-aware investing

3.4(7 ratings)

Free

Manage client information, notes, tasks, and documents on the go. This app provides advisors with essential tools for client management in a mobile-friendly format.

More apps like CIO Group

Direct indexing & long short

Direct indexing with customizable stock/sector weightsLong/short direct indexing for factor tiltsDiversify concentrated stocks with minimal tax impact

Manage investments and control your financial future with direct indexing, customizable portfolios, and tax-loss harvesting. Access cash through a portfolio line of credit and earn more on idle cash with secure Treasury options.

free with in-app purchases

(39)

Rallies: AI Financial Copilot

Agentic net worth tracking

AI-powered stock researchPlain English Q&ALive charts and indicators

This AI-powered app provides data-backed answers to your investing questions in plain English. Analyze stocks with live charts, fundamentals, and market data. Connect your portfolio to understand performance, risk, and diversification.

free with in-app purchases

(144)

Jump AI

AI for wealth managers

AI-powered meeting captureAutomated note-taking in your voiceTask generation from conversations

This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.

(2K)

freemium

by National Financial Services LLC

Wealthscape℠

Biometric login (face/fingerprint)Two-factor authenticationMobile check deposit

This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.

(2.8K)

free

Market insights and analytics

Goldman Sachs Marquee

Personalized market commentary feedCurated research and thematic contentLibrary of podcasts, interviews, and webinars

Access market insights, research, and analytics from financial experts. Stay updated with curated content, podcasts, and interactive tools for informed decision-making.

(1.2K)

ad-supported

FactSet

Financial Data and News

Portfolio monitoringWatchlist managementReal-time market data

Access comprehensive financial data, market research, and real-time news on the go. Monitor portfolios, track securities, and stay updated with breaking alerts. Download documents for offline access to manage investments effectively.

(367)

subscription

AI insights you can trust

AlphaSense

AI-powered answers from premium documentsReal-time market event monitoringLive earnings call transcripts

Access AI-powered business insights and trusted answers from a vast library of premium documents. Prepare for meetings, monitor market events in real-time, and organize your research on the go. Ideal for professionals needing to make swift, confident decisions.

(80)

free