Best Besmart Consultants Apps

0.0(0 ratings)

Free

Empower ® by Empower Retirement, LLC

Plan, save, invest, retire

Strong Contender

4.8😞(425K ratings)

Free

#60in Finance

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

What We Love

👍 Good product overall
🚀 Sleek design and robust performance
🔒 Excellent customer service and support

Room to Improve

🐛 Buggy and unreliable app
⏱️ Slow loading times
🤔 Missing key features and functionality
🤯 Confusing and unintuitive navigation
💻 Forced to use app instead of website
🇨🇦 Not compatible with Canadian users

Betterment Invest & Save Money by Betterment

Investments & Cash Accounts

Worth Considering

Ally: Bank, Auto & Invest

4.8😐(67K ratings)

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Automated investing and savings app designed to help users reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for managing investments and savings with confidence. Start with as little as $10.

What We Love

💰 High yield savings account
🔍 Easy to link and manage accounts
🤖 Automated investing and portfolio management
👨‍💻 Responsive customer service
🏆 Positive investment returns

Room to Improve

🤖 Automated investing underperforms manual investing
🤔 Unclear account selection when making deposits
⏱️ Slow transfer and withdrawal process
🔒 Security issues with account access
🙅‍♀️ Lack of transparency and communication

More Besmart Consultants apps to explore

The app for all things money

Manage bank, auto, and investment accountsSmart savings tools like buckets and boostersCommission-free trading on eligible stocks and funds

Manage your bank, investment, and auto accounts in one secure, convenient app. Features include smart savings tools, commission-free trading, and vehicle payment management. Get paid early and avoid fees with this comprehensive financial management solution.

Access valuation & documents

Secure document access and uploadSecure client-adviser messagingCloud storage for financial documents

Securely access and manage financial documents, personal records, and investment portfolio details on your mobile device. Communicate with advisors through a safer messaging system and store important files in the cloud.

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by National Financial Services LLC

Wealthscape Investor℠

Access managed brokerage accountsView portfolio, positions, and balancesAccess account statements and tax forms

Manage your brokerage accounts on the go with an enhanced user experience. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Advanced security features protect your financial data.

by Zocks Communications, Inc.

AI-generated meeting prep notesOne-tap voice recordingCRM and email data integration

This AI assistant helps financial advisors save time on administrative tasks like meeting preparation, documentation, and follow-up. It provides AI-generated notes, voice recording capabilities, and organization tools to enhance client interactions and streamline workflows.

💼 Business

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Investing, saving & advice

M1: AI Wealth Management

AI fiduciary financial advisorPersonalized investment adviceCustomizable stock and ETF portfolios

This AI-powered financial advisor offers personalized investment, saving, and borrowing advice directly within your accounts. It acts as a registered fiduciary, legally bound to your best interests, and provides on-demand portfolio reviews and custom investment strategies.

Morgan Stanley Wealth Mgmt

(75K)

ad-supported

by Morgan Stanley

Account managementMobile check depositMoney transfers

Manage your personal finances, access account documents, deposit checks, and transfer money securely. Monitor your accounts, track income and expenses, and connect with your financial advisor. Stay informed with market data and research reports.

Access and manage your investment portfolio securely from your iPhone or iPad. View comprehensive summaries, detailed analytics, and important financial documents. Customize your experience and stay connected to your financial picture anytime, anywhere.

Comprehensive portfolio viewDetailed analytics dashboardsSecure document access and upload

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Assist by Jainam-AP & Partners

Grow Smarter, Serve better

Paperless DEMAT account openingPortfolio tracking and managementMutual fund investments

Manage your entire investment journey from opening a DEMAT account to tracking portfolios and investing in stocks, mutual funds, and IPOs. Offers expert research, quick fund transfers, and access to global markets.

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HDFC Securities InvestRight

Stocks,Mutual Funds & IPO

Demat and trading account managementInvest in stocks, mutual funds, and IPOsPersonalized dashboard and order placement

This trading app offers a comprehensive platform for managing demat and trading accounts, investing in stocks, mutual funds, and IPOs. It provides personalized dashboards, fast order execution, and market insights to enhance your investment journey.

(3K)

Grow & preserve your wealth

Vault: Private Wealth

Personalized financial advisor guidanceDiversified investment portfoliosPrivate market opportunities

This app offers personalized wealth management guidance and investment opportunities for high-net-worth individuals. Access diversified portfolios, private market strategies, and earn interest on idle cash with expert financial advisors.

by Bank Julius Baer & Co. Ltd.

Personalized client supportComprehensive financial oversightSecure and discreet digital experience

This app offers existing clients a refined and secure digital financial experience. It provides personalized support, comprehensive oversight, and reliable access to digital capabilities in six languages, all designed with privacy and discretion in mind.

(2)

Facet: Financial Planning

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.

For business professionals

Team chat with groups and channelsIntegrated calendar with teammate availabilityCall recording and AI summaries

A modern communication platform designed for business professionals, offering team chat, calendar integration, and advanced calling features. It streamlines client interactions with features like scheduled messages, AI call summaries, and CRM synchronization.

💼 Business

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free with in-app purchases

All-In-One Wealth Management

Connect bank, credit, and investment accountsAutomated net worth, savings, and spending trackingCategorize transactions and set budgets

Manage your finances comprehensively with this app. Track net worth, spending, and investments. Open brokerage and cash accounts, and receive personalized financial guidance and educational content.

free with in-app purchases

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AlRajhi Capital

Invest with expertise

Saudi and international brokerageInvestment funds accessReal-time stock prices

This investment platform offers brokerage services for Saudi and international markets, mutual funds, and detailed portfolio management. It provides real-time stock data, order entry, and account statements, designed for both new and experienced investors.

by KFIN TECHNOLOGIES LIMITED

Manage business hierarchyInvestor portfolio managementInitiate financial transactions

This app helps mutual fund and NPS distributors manage their business hierarchies, investor portfolios, and transactions. It streamlines operations, enabling distributors to focus on client service and business growth.

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