Best Blackrock Cachematrix Direct Apps

5.0(6 ratings)

Free

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This platform optimizes cash management and brings efficiency to your day. Access key web-based features on-the-go, including order submission, approval, and portfolio analysis. Monitor orders, check balances, and view account activity and historical transactions.

Black Diamond Wealth Platform by Black Diamond Performance Reporting, LLC

Strong Contender

3.7(97 ratings)

Free

Black Diamond Wealth Platform screenshot 1

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This application provides authorized clients with a streamlined interface to view their investment portfolio data. Access is restricted to existing Black Diamond users who have been granted phone application authorization.

M1: AI Wealth Management by M1 Finance LLC

Investing, saving & advice

Worth Considering

BlackRock® Active Investor

4.7😊(75K ratings)

FreeAds

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.

What We Love

🚀 Great update and app
🚀 Wonderful app to organize accounts
🚀 Easiest visual long-term investing app
👍 Excellent service and good app
👍 Best app for path to financial freedom
👍 Best investing platform to date

Room to Improve

🔍 Stop pushing users to take on margin debt
🐛 Buggy and glitchy app
🔍 Confusing and baffling app
🔍 Clunky UX with unclear onboarding
🔍 Horrible customer service
💰 Transfers take too long
🔍 Pie and slice concept not user-friendly

More Blackrock Cachematrix Direct apps to explore

by BlackRock

On-the-go account accessSecure login and password recoveryQuick links to common functions

Manage your financial accounts securely and conveniently from your mobile device. Access account balances, transaction history, and set up automatic investments. Receive alerts for online activity and digital statements.

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.

Track your goals on-the-go

View account holdings and performanceConnect external accountsTrack progress toward financial goals

Manage your financial goals and accounts on the go. View holdings, track progress, and securely message your advisor. Deposit checks and transfer funds directly from your device.

(145K)

Ally: Bank, Auto & Invest

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.

(115K)

Cleo AI: Cash Advance & Budget

Credit Builder & Savings Goals

AI-powered financial chat interfaceCash advances up to $500Savings and investing tools with APY

This AI-powered app simplifies your finances through a conversational interface. It offers budgeting tools, savings goals, cash advances, and credit building features to help you manage your money effectively.

(268K)

Morgan Stanley Wealth Mgmt

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.

(487)

IBKR Mobile - Invest Worldwide

Trade At the Lowest Cost

Trade stocks, ETFs, options, futures, currencies, bonds, and mutual fundsAccess 170+ global marketsComprehensive research and market intelligence

Access global markets and trade a wide range of financial instruments from your mobile device. Utilize institutional-grade technology, comprehensive research tools, and advanced portfolio management features to make informed investment decisions.

(12K)

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with competitive APYExpert-built ETF investment portfoliosCommission-free stock and ETF investing

Manage your savings and investments in one place. Earn competitive APY on cash deposits, invest in diversified portfolios or individual stocks with zero commissions, and get a holistic view of your financial future.

by HI Technology Corp

No credit checkNo minimum balanceNo hidden fees

Manage your finances with an account that offers no credit check, minimum balance, or hidden fees. This app provides tools for budgeting, flexible spending online and in-store, and convenient access to your money. Handle transactions, deposit checks, and send money easily.

(42K)

Betterment Invest & Save Money

Investments & Cash Accounts

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash reserve account

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.

free with in-app purchases

(66K)

JBOne App

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)

SmartPro Client Experience

by SmartPro Financial LLC

Access portfolio dataView financial pictureInteract with advisor

Access your complete financial portfolio with this app. View your financial picture and communicate with your advisor through a simple and elegant interface. Designed for authorized clients to manage their investments.

Manage your personal and business finances on the go. Bank, borrow, and plan with features like account aggregation, mobile check deposit, bill pay, and credit score monitoring. Access and move money with ease, and track your savings and spending.

Account aggregationMobile check depositBill pay

(20K)

Branch: A Better Payday

Your money—fast

Fast wage accessDigital bank accountDebit card

Access your earned wages instantly with flexible payout options. This app provides a free digital bank account and debit card, along with financial wellness tools to help you save, spend, and manage your money effectively.

free with in-app purchases

(68K)

Wealthscape℠

by National Financial Services LLC

Advanced security with biometric loginMobile check depositView account positions and balances

This app provides financial advisors and brokers with mobile access to critical brokerage information. It enhances client responsiveness and practice management with secure, portable, and easy-to-use features.

by Ameriprise Financial, Inc.

Track asset value and account summaryView portfolio allocation and performanceConnect with financial advisor

Manage your finances and connect with your advisor on the go. Track your total asset value, view account details, and monitor your financial goals. Securely share documents, communicate with your advisor, and even sign documents electronically.

Send, Spend & Save Money

Instant account opening and card issuanceZero-commission stock and mutual fund investingReal-time market data and same-day trading

Manage your finances with an all-in-one app for sending, spending, saving, and investing. Open an account, get a card instantly, and enjoy zero-commission stock trading. Personalize your spending insights and earn rewards on every purchase.

(2.7K)