Best Cbre Investment Management Apps

211+ iOS apps curated and reviewed

4.3 avg rating
20 free apps
Updated June 2026

If you already know CBRE Investment Management, this is the deeper bench. 211+ cbre investment management apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of June 2026.

Top Picks for Cbre Investment Management

CBRE Investment Management#1

CBRE Investment Management by CBRE, Inc.

Host powered by VTS
Editor's Choice
πŸ’Ό Business
3.7(3 ratings)
Free
CBRE Investment Management screenshot 1
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Enhance your work-life with convenient access to building services, community events, and important updates. Connect with management and discover local happenings to make your workday more productive and enjoyable.

CBRE PULSE#2

CBRE PULSE by CBRE, Inc.

A Property Manager assistant
Strong Contender
πŸ’Ό Business
5.0(2 ratings)
Free
CBRE PULSE screenshot 1
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This app streamlines daily tasks for property managers and partners on the go. It provides notifications for critical dates, allows easy request approvals, and offers access to global data and industry news.

Investor-Portal#3

Investor-Portal by AppFolio

AppFolio Investment Manager
Worth Considering
πŸ’° Finance
4.9😞(1.5K ratings)
Free
Investor-Portal screenshot 1
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Access a centralized hub for real estate investors to monitor their investments and receive updates from their investment manager. Track performance, review documents, and get real-time project news.

What We Love

  • πŸ‘ Intuitive and straightforward
  • πŸ’‘ Useful dashboard with all information

Room to Improve

  • πŸ”’ Requires password each time
  • πŸ› System failure
  • πŸ› No Biometric Sign in

More Cbre Investment Management apps to explore

4
Snowball Analytics
Snowball Analytics
Snowball Analytics
Portfolio & Dividend Tracker
Free

Manage and analyze your investment portfolios from multiple brokerage accounts. Track dividends, monitor cash flow, and reveal actual returns with in-depth analytics. Supports multi-currency portfolios and global exchanges.

Consolidate multiple brokerage accountsTrack dividends and coupon incomeMonitor cash flow and set financial goals
πŸ’° Finance
(2.1K)
freemium
5
Insights App Global Investment
Insights App Global Investment
Insights App Global Investment
Invest in Global Markets
Free

This platform leverages AI and machine learning to offer financial advisors tools for enhanced client service. It provides a suite of products designed to optimize investment strategies and client management.

AI and Machine Learning integrationInvestment platform for financial advisorsClient service enhancement tools
πŸ’° Finance
(18)
free
6
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Account overview and balance trackingInvestment performance trackingCost basis and day change details
πŸ’° Finance
(177K)
free
7
BBAE Pro - Trading & Investing
BBAE Pro - Trading & Investing
BBAE Pro - Trading & Investing
Stocks | Options | Portfolios
Free

This platform empowers users to navigate financial markets with tools for stocks, options, and ETFs. It offers commission-free trading, AI-powered filing analysis, and curated investment themes. Users can also explore portfolios of famous investors and receive personalized financial guidance.

Commission-free stock tradingOptions trading strategiesAI-powered SEC filing analysis
πŸ’° Finance
(78)
free
8
Investment HQ
Investment HQ
Investment HQ
by Advisors Excel, LLC
Free

This platform allows advisors and clients to easily access and view client accounts, portfolio values, holding summaries, and performance reports. It also provides quick access to advisor contact information.

View client accountsPortfolio value trackingHolding summaries
πŸ’° Finance
(3)
free
9
Wealthbox
Wealthbox
Wealthbox
CRM for Financial Advisors
Free

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.

Client relationship managementContact management with quick actionsRedesigned calendar and task management
πŸ’Ό Business
(1.6K)
free
10
DealCheck: Analyze Real Estate
DealCheck: Analyze Real Estate
DealCheck: Analyze Real Estate
Property Analysis, Simplified
Free

This app simplifies real estate investment analysis for investors and agents. It helps crunch numbers, perform due diligence on various property types, and generate detailed reports. Cloud syncing ensures data is accessible across devices.

Analyze rental properties, flips, and commercial buildingsImport property data from public recordsCalculate cash flow, ROI, and profit projections
πŸ’° Finance
(1.7K)
free with in-app purchases
11
Primerica Shareholder Services
Primerica Shareholder Services
Primerica Shareholder Services
by The Bank of New York Mellon Corporation
Free

Manage your mutual fund investments with ease. View balances, complete transactions, and track your financial history. Offers solutions for investors at all life stages to help achieve financial goals.

View current and historical balancesComplete investment transactionsView transaction history
πŸ’° Finance
(38)
free
12
SBI Mutual Fund-InvesTap Nxt
SBI Mutual Fund-InvesTap Nxt
SBI Mutual Fund-InvesTap Nxt
Now AI Powered
Free

This app offers AI-powered assistance for mutual fund investments, allowing users to inquire about offerings, make investments, and track their financial portfolio. It also provides features for goal-based investing, quick SIP setup, and intelligent watchlists with NAV drop alerts.

AI Powered Smart AssistWealth Index for portfolio trackingQuick SIP setup
πŸ’° Finance
(617)
free
13
CBRE | Events
CBRE | Events
CBRE | Events
by CBRE, Inc.
Free
πŸ’Ό Business
(0)
14
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Savings and Investment Guide
Free

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.

Wealth managementInvestment planningRetirement planning
πŸ’° Finance
(14)
ad-supported
15
Vennre: Wealth Management
Vennre: Wealth Management
Vennre: Wealth Management
Invest & Grow Private Wealth
Free

This platform empowers high earners to build long-term wealth by providing access to curated private market investment opportunities. Explore real estate, private equity, venture capital, and private credit, all vetted through a rigorous due diligence process. Invest digitally and track your portfolio performance with confidence.

Discover curated private market opportunitiesDiversify across alternative asset classesSimulate investment scenarios
πŸ’° Finance
(11)
free with in-app purchases
16
BlackRock Institutional
BlackRock Institutional
BlackRock Institutional
Market and investment insights
Free

Access market insights, investor education, and community discussions from financial experts. Monitor your investment portfolios on the go with in-depth analyses and tactical views.

Market and investment insightsInvestor education contentCommunity discussions
πŸ’° Finance
(74)
free
17
Corebridge
Corebridge
Corebridge
Action is everything.
Free

Manage your retirement savings and financial goals on the go. Track your progress, make adjustments to your contributions and investments, and access educational resources to improve your financial wellness.

Retirement readiness assessmentPersonalized financial dashboardEasy plan enrollment
πŸ’° Finance
(37)
free
18
Black Star - A better way.
Black Star - A better way.
Black Star - A better way.
A better way to invest
Free

This investment platform offers automated portfolio management and diverse asset classes for both new and experienced investors. Gain full control and transparency over your financial assets with a user-friendly interface.

Automated portfolio managementDiverse asset classesFull investment control
πŸ’° Finance
(24)
free
19
iConnections LLC
iConnections LLC
iConnections LLC
The Alts Industry Network
Free

This app connects the investment management community, fostering stronger relationships and unique opportunities. It provides a secure platform for finding professionals, scheduling meetings, sharing documents, and tracking interactions globally.

Connect investment professionalsSchedule video meetingsShare documents securely
πŸ’Ό Business
(928)
free
20
Lincoln Investment Events
Lincoln Investment Events
Lincoln Investment Events
by Lincoln Investment Planning, LLC
Free

Access comprehensive information for all Lincoln Investment events, including the Wealth Management Forum. Stay organized with event news, speaker and exhibitor details, floor plans, and a personal agenda, all from your mobile device.

Event information accessSpeaker and exhibitor detailsFloor plan navigation
πŸ’Ό Business
(1)
free