Best Asset Maven Finserv Apps

0.0(0 ratings)

Free

Fidelity Investments by Fidelity Investments

Invest, save, plan in one app.

Strong Contender

Vanguard: Save, Invest, Retire

4.8😐(3.3M ratings)

Free

#15in Finance

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

What We Love

🚀 Efficient app with quick access to accounts
🔒 Secure login process
👍 Comprehensive research and data tools
💡 Ability to link external accounts for full financial view
👍 Reliable and trustworthy platform

Room to Improve

🐛 Inaccurate account information and performance data
🔍 Cluttered and unintuitive user interface
🔍 Difficult to navigate and find desired features
🔍 Lacking key features for active traders
🐛 Buggy app with frequent crashes and performance issues

More Asset Maven Finserv apps to explore

Investing, Advice, Retirement

Account overview and balance trackingInvestment performance trackingCost basis and day change details

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

(177K)

E*TRADE: Invest. Trade. Save.

Stocks, ETFs, options, crypto

Commission-free stock, ETF, and options tradesMutual fund tradingProfessionally built portfolios

This app simplifies investing, banking, and trading for users of all experience levels. It provides commission-free trades, research tools, educational resources, and high-yield savings options.

free with in-app purchases

(381K)

AssetMark Mobile

by ASSETMARK, INC.

Intuitive investment navigationPortfolio performance trackingVisualizations of portfolio data

Access and track your investments on the go with an intuitive interface and clear visualizations. Stay informed about your portfolio's performance anytime, anywhere, directly from your smartphone.

(48)

Petiole Asset Management AG

Monitor private market investmentsReal-time performance updatesAccess key investment documents

This app provides clients with a secure and intuitive platform to monitor their private market investments in private equity, private credit, and real estate. Access real-time performance updates and essential documents anytime, anywhere, enhancing transparency and control.

(1)

Ally: Bank, Auto & Invest

The app for all things money

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

(113K)

Morgan Stanley Wealth Mgmt

by Morgan Stanley

Account management and balance viewingMobile check depositMoney transfers and bill pay

Manage your personal finances, accounts, and investments on the go. Deposit checks, transfer money, view documents, and connect with your financial advisor securely. Track spending, set alerts, and even lock your debit card if misplaced.

This app helps you manage all your financial accounts in one place, track balances, and organize transactions. Visualize your financial data with interactive reports and budgets to gain better control over your money.

Manage all financial accountsCheck account balancesAutomatic transaction categorization

(13)

Neverless: Stocks & Crypto

0 trading fees, 0 FX fees

Buy/sell 500+ cryptos, gold, silver0% trading feesLeverage up to 5x

Invest in cryptocurrencies, gold, and silver with zero fees. Access passive income through automated strategies, borrow against your assets, and enjoy bank-grade security. Stocks investing is coming soon.

Asset Packet-Asset Manager

Clear Card-based Asset Manager

Card-based asset and liability overviewCustomizable card stylesTrack cash, real estate, stocks, and debts

Manage your personal finances with a card-based overview of all your assets and liabilities. Track cash, real estate, stocks, and debts with customizable cards and detailed records. Offers privacy-first local storage and data backup.

Access valuation & documents

by FIRST CHANGE FINSERV PRIVATE LIMITED

Complete portfolio reportingHistorical performance trackingOnline investment in mutual funds

Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track investments, download detailed reports, and access financial calculators for retirement, SIPs, and loans.

Invierte desde Latinoamérica

Access real-world asset investmentsTokenized digital fractionsInvest with accessible amounts

Invest in real-world assets like private debt, real estate, and company equity through tokenized digital fractions. Access opportunities with lower barriers to entry, all managed within a single, user-friendly platform designed for the Latin American market.

(27)

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)

Black Star - A better way.

A better way to invest

Automated portfolio managementDiverse asset classesFull investment control

This investment platform offers automated portfolio management and diverse asset classes for both new and experienced investors. Gain full control and transparency over your financial assets with a user-friendly interface.

Earn up to 8.75% per year

Earn up to 9% APY on cashAccount protection up to $1,000,000No fees, minimums, or lockups

This application allows users to save money and earn interest with APY rates up to 9%. It offers account protection up to $1 million, with no fees, minimums, or lockups. Funds can be deposited and withdrawn instantly from over 12,000 linked banks and debit cards.

by HIGHLIFE FINSERV PRIVATE LIMITED

Paperless mutual fund investingWide range of funds from major AMCsReal-time investment tracking

Invest in mutual funds paperlessly with a wide range of options from major AMCs. Track your portfolio in real-time, set up automatic investments, and receive personalized recommendations. Start investing in minutes with secure and easy payment options.

Bank, save, and invest

Multi-currency accounts (CHF, EUR, USD, GBP)Free account openingQR code and eBill payments

Manage your finances with a comprehensive banking app offering multi-currency accounts, savings, and investment options. Prepare for the future with retirement planning tools and access exclusive benefits.

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