Best Assetmark Mobile Apps

1.9(80 ratings)

Free

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

Apella Mobile by Strategic Investment Holdings, LLC

Strong Contender

by Syntegra Private Wealth Group, LLC

0.0(0 ratings)

Free

CTIC Mobile by Community Trust and Investment Company

Worth Considering

💼 Business

0.0(0 ratings)

Free

More Assetmark Mobile apps to explore

Syntegra Mobile

by Luken Investment Group, LLC

by WealthMark Advisory Group, LLC

View account informationTrack performanceSee holdings

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

by Southwest Texas Regional Advisory Council

Asset viewing via access codeMap-based asset locationStatus updates

Access and manage your assets using a unique code. View asset locations on a map, update their status, and communicate through integrated messaging.

🔧 Utilities

(4)

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.

(114K)

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.

Track your goals on-the-go

View account holdings and performanceTrack progress toward financial goalsMessage and share documents with team

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

(144K)

IBKR Mobile - Invest Worldwide

Trade At the Lowest Cost

Real-time quotes and chartsMarket scannersStandard and complex order types

Trade global financial markets with a mobile platform offering real-time quotes, charts, and scanners. Supports standard and complex order types. Explore market data with delayed quotes without registration.

(12K)

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

(66K)

Autopilot: Automated Investing

In your own brokerage account

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

free with in-app purchases

(23K)

M1: AI Wealth Management

AI financial advisor built in

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

free with in-app purchases

(75K)

Azzad Asset Management

by Azzad Asset Management, Inc.

by MILESTONE ASSET MANAGEMENT, LLC

by Tower Trust & Investment Company

McNamara Financial Mobile App

(0)

by McNamara Financial Services, Inc.

Norway Savings AMG Mobile

(0)

by Greenwood Capital Associates, LLC