Best Assetmark Apps

2.0(72 ratings)

Free

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.

UBS Wealth Management by UBS AG

Strong Contender

4.8😐(65K ratings)

Free

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.

What We Love

🚀 Easy to use
🔒 Secure access
👍 Convenient mobile deposit
🚀 Quick and efficient
👍 Reliable service

Room to Improve

🐛 Buggy and not functional
👎 Limited functionality
👎 Lack of transparency on fees
👎 Confusing layout and navigation
👎 Inconsistent performance

WealthMark Mobile by WealthMark Advisory Group, LLC

Worth Considering

by Ameriprise Financial, Inc.

3.0(1 ratings)

Free

Access your financial account details, track performance, and view holdings and balances. Easily connect with your advisor for seamless communication and support.

More Assetmark apps to explore

Ameriprise Financial

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

(37K)

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

(17K)

EFE

Your Investment Advisor

Track retirement goal progressView total portfolio and account detailsLink outside accounts

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

Finhabits: Invest My Money

(7.6K)

ad-supported

Invest, Learn, and Protect

Automated investment accountsRetirement savings optionsHealth, dental, and vision insurance plans

This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.

(22K)

Financial planning software

RightCapital

View all financial accounts and investmentsLink external financial accountsTrack expenses with budget module

Consolidate all your financial accounts and investments in one secure platform. Track expenses, share documents, and enhance communication with your financial advisor for a clearer financial picture.

by Zocks Communications, Inc.

AI-generated meeting prep notesCRM and email data integrationOne-tap voice recording

Streamline your financial advisory work with an AI assistant. Automate meeting preparation, documentation, and follow-up tasks directly from your mobile device. Focus more on client relationships and less on administrative burdens.

💼 Business

(35)

Heartland Wealth Management

by Heartland Wealth Management, LLC

Tri-Star Trust Wealth Access

(0)

by Tri-Star Trust Bank

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.

(1.6K)

Financial planning & advisory

Alphanso Wealth

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.

by Redtail Technology, Inc.

Access client contact informationManage calendar and schedule activitiesView and edit contact details

Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.

💼 Business

(675)

CRM for Financial Advisors

Wealthbox

Client relationship managementContact management with quick actionsRedesigned calendar and task management

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

by WESPAC Advisors SoCal, LLC

Paradigm Wealth Management

(0)

by PARADIGM WEALTH MANAGEMENT LLC

Facet: Financial Planning

(0)

Flat fee, CFP®, investing

Personalized financial roadmapCFP® professional guidanceInvestment management

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

(29)

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.

Equitable Retirement Guide

(7K)

freemium

Build a financial future

Customize hypothetical scenariosAccess historical dataCreate client-approved digital reports

This app offers tools and resources for financial professionals and new investors to plan for a secure future. It allows customization of hypothetical scenarios, access to historical data, and creation of digital reports. Explore various retirement strategies designed for growth and income.

(6)