Best Aegis Wealth Management Apps

4.6😞(7K ratings)

Free

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

What We Love

💎 Consistent growth
🤝 Exceptional customer service
📚 Great education and content
🔍 Unique investing strategies
🤖 Personalized, thoughtful, simple next generation investing

Room to Improve

💰 High membership and advisory fees, with less ROI
🔒 Locked funds and strategy
🔄 Changing policies and fees
🕰️ Difficult to get money out
🤖 Garbage user interface
🚫 Scam, stay away

Northwestern Mutual by Northwestern Mutual

Worth Considering

4.8😞(11K ratings)

Free

Manage your investment and insurance accounts, make payments, and track your net worth. Consolidate all your financial accounts in one place to monitor spending and view your overall financial health.

What We Love

👍 Simple interface
👍 User-friendly
🚀 Helps track finances
🚀 Consolidates financial information
🔒 Secure app

Room to Improve

🐛 Limited functionality
🐛 Unreliable account linking
🐛 Frequent login issues
🐛 Outdated or inaccurate data
🐛 Buggy and crashes often
🔍 Lacks advanced features

More Aegis Wealth Management apps to explore

VisionBank of Iowa

by VisionBank of Iowa

View account balances and transaction historyTransfer funds between accountsDeposit checks remotely

Manage your finances conveniently from your smartphone. This app allows you to check balances, transfer funds, deposit checks, pay bills, and monitor account activity. It prioritizes security with advanced login features and encryption.

(799)

UBS Wealth Management

by UBS AG

Account and cash managementBudgeting and spending trackingFinancial tools

Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.

by Robert W. Baird & Co.

View portfolio and asset allocationSecure login with biometricsTrack net worth

Monitor your wealth and track your financial plan with ease. View your portfolio, check your net worth, and securely access important documents. Get expert insights and connect with your financial advisor.

(1.2K)

Ellevest: Investing for women

Build wealth for your future.

Personalized investment portfoliosFinancial planning servicesImpact investing options

This platform offers personalized investment portfolios designed specifically for women, addressing unique financial challenges. It provides expert financial planning, impact investing options, and tools to help users achieve their financial goals. Access market insights and build wealth for your future.

Capital Group PlanPremier401k

(5.8K)

subscription

Manage your 401k

View retirement income estimatesCheck personal rate of returnManage contribution amounts

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

Capital Group RKDirect 401k

(11K)

ad-supported

Manage your 401k

View account balancesCheck personal rate of returnReview transaction history

Manage your employer-sponsored retirement plan on the go. View account details like balances, rates of return, and transaction history. Make changes to your investments, contribution allocations, and personal information as permitted by your plan.

(11K)

Track, manage & build wealth

Finn: AI Wealth Manager

Intelligent stock picks with Finvest ScorecardSmart discovery of investment themes and recommendationsDeep portfolio insights and risk analysis

This app is an intelligent personal wealth manager that simplifies investing and provides powerful financial tools. It helps users analyze, discover, and trade stocks, ETFs, crypto, and bonds, while also tracking all financial accounts in one place.

(326)

ARM One: Invest. Build wealth.

Retirement savings

Real-time investment account accessManage all investments in one appAccess investment insights

Grow your wealth with a comprehensive investment management app. Access multiple investment options, expert insights, and manage all your accounts in one place. Diversify your portfolio across different currencies and product offerings.

(30)

Betterment Invest & Save Money

Investments & Cash Accounts

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts

Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

free with in-app purchases

(65K)

Addepar

Wealth management platform

Real-time portfolio dataNet worth trackingPerformance analysis

Access the latest portfolio data for net worth, performance, and asset allocation. Clients and advisors can explore holdings by asset class and review significant transactions for a clearer financial overview.

(59)

T. Rowe Price Personal®

INVEST WITH CONFIDENCE®

Consolidated portfolio viewExternal account linkingDetailed fund performance

Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.

(23K)

Citi Private Bank In View

Citi Private Bank

View asset allocation by region, currency, and class360° view of entire Citi relationshipAccess holdings, performance, and activity

Access a comprehensive view of your financial accounts and explore your investment portfolios in detail. Analyze metrics, compare performance, and discover insights on core themes with an intuitive digital banking experience.

By Arvest Wealth Management

Secure login with biometricsPortfolio overview and market valuationDetailed holdings search

Securely view investment accounts, statements, and tax forms 24/7. Optimized for mobile, it offers quick login, portfolio overviews, detailed holdings, and transaction history filtering. Set up custom alerts for securities and download tax forms for software.

Wealth management. Simplified.

ETF-based wealth managementRetirement savingsChild investment portfolios

Invest and save for retirement with an ETF-based wealth management service. Set your targets and retain control while the platform handles implementation, rebalancing, and custody fees. Offers options for child portfolios and Pillar 3a retirement accounts.

Grow & preserve your wealth

(4)

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Vault: Private Wealth

Personalized financial advisorDiversified investment portfoliosPrivate market opportunities

This app provides high-net-worth individuals with access to personalized wealth management guidance and investment opportunities. It offers a dedicated financial advisor, diversified portfolios, and exclusive access to private market investments.

by Neuberger Berman Group LLC

Secure sign-in with Face ID/Touch IDView market values and holdingsAccess statements and tax documents

Access your investment portfolio securely and conveniently from anywhere. View market values, holdings, and asset allocations. Access important documents and communicate with your wealth management team.

(17)

Alux: Build Wealth Faster

Founders on Business & Mindset