Best Anvil Services Apps

Secure Multi-Factor AuthenticationComprehensive account overviewInvestment results and holdings

Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.

by Equity Trust Company

View IRA balances and asset valuesTrack investment activityRequest investments and distributions

Manage your self-directed IRA and retirement accounts on the go. View balances, track investments, and perform transactions for traditional and alternative assets. Securely access your account information and manage beneficiary details.

by Jyllands-Posten A/S

📡 News

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SEI Connect - Investor

Powering Wealth

Biometric loginPush notificationsDocument scanner

Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.

Market information platform

Real-time market quotes and depth reportsPrice change alertsInteractive investor communication platform

Access comprehensive, accurate, and real-time financial market data, including quotes and in-depth reports. Stay informed with 24-hour rolling updates on exclusive financial information and major stock events. Enhance your investment strategy with diverse analytical tools and connect with other investors.

Democratizing Pvt Investments

by National Financial Services LLC

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.

Self-Directed IRA Management

Portfolio dashboard with real-time valuationsInvest in real estate, private equity, precious metalsFund IRA via transfers, rollovers, or contributions

Manage your self-directed IRA portfolio with alternative assets like real estate and precious metals directly from your mobile device. Track investments, fund your account, access documents, and connect with your account team for support.

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by National Financial Services LLC

Wealthscape Investor℠

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

(19K)

GalaxyOne: Wealth & Investing

Yield, Cash, Crypto, Stocks

All-in-one wealth managementEarn yield on cash and investmentsCommission-free stock and ETF trading

Consolidate your banking, brokerage, and crypto into a single platform. Earn competitive yields on cash and investments, trade stocks and crypto commission-free, and automate your investing strategy.

free with in-app purchases

(366)

Orion Mobile

by Orion Advisor Services, LLC

View portfolio valuesTrack asset allocationContact financial advisor

Easily track your investment portfolio's value and asset allocation. Connect with your financial advisor directly through the app for seamless communication.

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StoneX Accounts, Insight, News

More charts and analysis

Private markets investing

Diversify with private marketsReal estate, private equity, credit investmentsBuild custom portfolios

Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.

free with in-app purchases

(1.6K)

Firstrade: Invest & Trade

Stocks, Options, ETFs.

Commission-free trading on stocks, ETFs, options, and mutual fundsZero options contract feesFractional share trading starting at $5

Invest in stocks, options, and ETFs commission-free with a platform offering fractional shares, AI-powered insights, and extended trading hours. Manage multiple accounts, including IRAs, and access premium research to make informed trading decisions.

free with in-app purchases

(8.3K)

NAV Portal

by Nav Consulting Inc

Secure data accessAccounting reportsRisk analytics

Securely access accounting reports, risk analytics, and portfolio data on the go. Monitor fund activities, generate reports, and log support requests from your mobile device. Offers the full desktop experience with enhanced flexibility for investment managers and investors.

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Investing, Wealth Management

Titan: Your Wealth Team

Dedicated advisory teamProfessional investment managementAutomated cash management

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.