Best Anvil Services Apps

Alinea: Automated Investing

Expert Portfolios, AI Insights

Free

Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.

Public: Invest & Trade

Stocks, Crypto, Options, Bonds

Free

Invest in a diverse portfolio including stocks, options, bonds, and crypto. Transfer your existing portfolio and earn a 1% uncapped match. Build your retirement with IRA contributions and earn a 1% match.

Morningstar Investor

by Morningstar, Inc.

Free

This app provides expert investment analysis and tools to refine your strategy and maximize returns. Monitor markets, access comprehensive data on stocks and funds, track your portfolio, and stay updated with the latest financial news and commentary.

Carta - Manage Your Equity

All things equity in one place

Free

This platform helps individuals manage their equity, build businesses, and invest in emerging companies. The app allows users to handle all equity-related tasks, including accepting grants and exercising options.

Ellevest: Investing for women

Build wealth for your future.

Free

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.

Firstrade: Invest & Trade

Stocks, Options, ETFs.

Free

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.

Wealthscape Investor℠

by National Financial Services LLC

Free

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.

T. Rowe Price Personal®

INVEST WITH CONFIDENCE®

Free

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.

Private Client Services

Client portal

Free

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.

Snowball Analytics

Portfolio & Dividend Tracker

Free

Manage and analyze your investment portfolios from multiple brokerage accounts. Track dividends, monitor cash flow, and reveal actual returns with in-depth analytics. Supports multi-currency portfolios and global exchanges.

S&P Capital IQ Pro

Access essential intelligence.

Free

Access comprehensive company and market intelligence with powerful analytics and deep sector insights. Stay updated with the latest news, market data, and filings anytime, anywhere.

BBAE Pro - Trading & Investing

Stocks | Options | Portfolios

Free

This platform empowers users to navigate financial markets with tools for stocks, options, and ETFs. It offers commission-free trading, AI-powered filing analysis, and curated investment themes. Users can also explore portfolios of famous investors and receive personalized financial guidance.

iConnections LLC

The Alts Industry Network

Free

This app connects the investment management community, fostering stronger relationships and unique opportunities. It provides a secure platform for finding professionals, scheduling meetings, sharing documents, and tracking interactions globally.

Wealthscape℠

by National Financial Services LLC

Free

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.

Investor-Portal

AppFolio Investment Manager

Free

Access a centralized hub for real estate investors to monitor their investments and receive updates from their investment manager. Track performance, review documents, and get real-time project news.

Alerus Retirement

Participant Account Access

Free

Access your employer-sponsored retirement plan account on the go. View balances, track investments, monitor contributions, and manage your account securely. Perform transfers and make allocation changes with ease.

Vantage:All-In-One Trading App

Gold, Shares, Forex Trading

Free

Trade a wide range of financial instruments including Forex, shares, indices, metals, and commodities on a regulated CFD platform. Practice with a demo account, access market analysis, and benefit from low spreads and commission-free US asset trading.