Best Bmk Wealth Apps

5.0(2 ratings)

Free

Manage your mutual fund investments and other assets with advanced features. Monitor your investments, conduct research, and invest in mutual funds quickly and securely through a virtual platform.

Titan: Your Wealth Team by Titan Global Capital Management, Inc.

Investing, Wealth Management

Strong Contender

4.6😞(7K ratings)

Free

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.

What We Love

💎 Consistent growth
🤝 Exceptional customer service
📚 Great education and content
🔍 Unique investing strategies
🤖 Personalized, thoughtful, simple next generation investing

Room to Improve

💰 High membership and advisory fees, with less ROI
🔒 Locked funds and strategy
🔄 Changing policies and fees
🕰️ Difficult to get money out
🤖 Garbage user interface
🚫 Scam, stay away

Wealthfront: Save and Invest by Wealthfront

Saving, investing, stocks.

Worth Considering

by Ameriprise Financial, Inc.

4.8😊(17K ratings)

Free

Wealthfront: Save and Invest screenshot 1

Wealthfront: Save and Invest screenshot 2

Wealthfront: Save and Invest screenshot 3

Wealthfront: Save and Invest screenshot 4

Wealthfront: Save and Invest screenshot 5

Wealthfront: Save and Invest screenshot 6

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.

What We Love

🚀 Fantastic HYSA and Robo-Advisor
👍 Impressive money managing app
👍 Phenomenal app for people trying to reach financial goals
👍 Great Robo Investing App
👍 My favorite Finance App, period
👍 Awesome way to save and invest!
👍 Saving for my generation
👍 Very Functional and Easy to Use

Room to Improve

🚫 Not good for IRA and investing accounts
🚫 Great APY, Terrible Features and Compatability
🐛 Alas...
🚫 Constant relink makes this pointless
🐛 Failed identity verification - poor support. Can't open account. Need bug fix.
🐛 Constant relink makes this pointless
🐛 Horrible Returns
🚫 No control over investments

More Bmk Wealth 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)

WealthBuilders Community

Building Wealth Together

Community support networkOnline courses and financial toolsExpert financial insights

This app connects you with a community focused on financial growth. Access courses, tools, expert insights, and educational content to improve money management, saving, and investing skills. Participate in discussions and challenges to achieve financial freedom.

free with in-app purchases

(1.2K)

IC Wealth

by IC GROUP LIMITED

Personalized portfolio creationAutomated investingDigital payments

Effortlessly manage your investments with personalized portfolio creation. Automate your savings and payments to achieve financial goals like retirement or education funding. Receive expert guidance to navigate your investment journey.

iMobile: Loan, Cards & Banking

(102)

ad-supported

Loans, Cards, Payment & FASTag

Apply for various loans (Personal, Home, Car)Open digital savings accounts and fixed depositsManage debit, credit, and forex cards

This banking app provides over 400 services, including loans, savings accounts, fund transfers, and card management. It allows users to manage investments, make payments, recharge services, and book travel. Features include budgeting tools, rewards, and 24/7 chatbot assistance.

(67K)

Black Diamond Wealth Platform

by Black Diamond Performance Reporting, LLC

Portfolio data accessSimple interfaceElegant design

Access your investment portfolio data through a streamlined mobile interface. This application is designed for authorized clients to view their financial information on the go.

(96)

Jupiter: Cards, UPI, Banking

Save & Invest

Lifetime free credit card with high cashbackFast and secure UPI paymentsExpense tracking and budgeting tools

Manage your finances with a digital banking app offering a lifetime free credit card with significant cashback, UPI payments, expense tracking, and investment options like mutual funds and digital gold. It also provides access to personal loans and mini loans.

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.

free with in-app purchases

(1.6K)

Wealthbox

CRM for Financial Advisors

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.

💼 Business

(1.6K)

HDFC Securities InvestRight

Stocks,Mutual Funds & IPO

Demat and trading account managementIPO and mutual fund investmentsPersonalized dashboard and order placement

This app provides a comprehensive platform for trading stocks, mutual funds, and IPOs. It offers a personalized trading experience with features like advanced charting, order placement, and real-time market data. Manage your demat account and investments all in one place.

(2.8K)

Wealth Builder University

Manage branches and contactsManage team membersManage client and prospect records

This app helps users efficiently manage business operations, including branches, contacts, team members, and client records. It offers tools for policy management, appointment scheduling with reminders, and detailed sales performance analysis through charts and reports.

by RedVision Global Technologies Pvt. Ltd.

Portfolio managementMutual fund investmentWealth tracking

This app allows registered investors to manage their wealth by investing in mutual funds, tracking portfolios, and aligning investments with life goals. It offers a paperless process, research-backed portfolios, and features for earning extra returns on idle funds.

(30)

Cube Wealth: Financial Planner

Savings and Investment Guide

Wealth managementInvestment planningRetirement planning

This app helps you manage your wealth, investments, and retirement planning through a unified platform. It leverages expert insights and a proprietary algorithm to assess your finances, identify risk levels, and guide you toward optimal investment strategies across various asset classes.

by NJ INDIA INVEST PRIVATE LIMITED

On-the-go transactionsPortfolio reportsTransaction history

Manage your financial transactions and review your portfolio reports on the go. This app requires login credentials provided by an NJ Wealth Advisors Network Partner.

(24)

American Heritage VideoAdvisor

by American Heritage FCU

Secure video chatDocument uploadContract review

Securely connect with trusted financial professionals for face-to-face video chats. Share documents, review contracts, and eSign agreements all within one easy-to-use application.

(1.2K)

SBNRI: NRI Mutual Fund & Tax

SIP, SWP, NRE/NRO & Tax Filing

Build Indian portfolioMutual fund investmentTrack existing investments

Invest in India with a trusted platform designed for NRIs and OCIs. Build your Indian portfolio, track investments, and access advisory services for taxation, repatriation, and planning. Seamlessly invest in mutual funds, real estate, and more using your Indian bank accounts.

free with in-app purchases

(977)

myCAMS Mutual Fund App

by Computer Age Management Services Private Limited.

Single gateway for multiple mutual fundsBiometric/MPIN loginPAN level portfolio view

Manage your mutual fund investments from multiple providers in one place. Perform transactions like purchases, redemptions, and set up SIPs easily. Offers secure login and portfolio tracking for a streamlined investment experience.

(188)

SEI Connect - Investor

Powering Wealth

Biometric loginPush notificationsDocument scanner

Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.