Best Cbre Investment Management Apps

Consolidate multiple brokerage accountsTrack dividends and coupon incomeMonitor cash flow and set financial goals

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.

Insights App Global Investment

(2.1K)

freemium

Invest in Global Markets

AI and Machine Learning integrationInvestment platform for financial advisorsClient service enhancement tools

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.

(18)

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Account overview and balance trackingInvestment performance trackingCost basis and day change details

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.

(177K)

BBAE Pro - Trading & Investing

Stocks | Options | Portfolios

Commission-free stock tradingOptions trading strategiesAI-powered SEC filing analysis

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.

by Advisors Excel, LLC

View client accountsPortfolio value trackingHolding summaries

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.

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)

DealCheck: Analyze Real Estate

Property Analysis, Simplified

Analyze rental properties, flips, and commercial buildingsImport property data from public recordsCalculate cash flow, ROI, and profit projections

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.

free with in-app purchases

(1.7K)

Primerica Shareholder Services

by The Bank of New York Mellon Corporation

View current and historical balancesComplete investment transactionsView transaction history

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.

(38)

SBI Mutual Fund-InvesTap Nxt

Now AI Powered

AI Powered Smart AssistWealth Index for portfolio trackingQuick SIP setup

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.

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.

Vennre: Wealth Management

(14)

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Invest & Grow Private Wealth

Discover curated private market opportunitiesDiversify across alternative asset classesSimulate investment scenarios

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.

free with in-app purchases

(11)

BlackRock Institutional

Market and investment insights

Market and investment insightsInvestor education contentCommunity discussions

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.

Action is everything.

Retirement readiness assessmentPersonalized financial dashboardEasy plan enrollment

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.

(43)

Black Star - A better way.

A better way to invest

Automated portfolio managementDiverse asset classesFull investment control

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.

The Alts Industry Network

Connect investment professionalsSchedule video meetingsShare documents securely

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.

💼 Business

(928)

Lincoln Investment Events

by Lincoln Investment Planning, LLC

Event information accessSpeaker and exhibitor detailsFloor plan navigation

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.

💼 Business

(1)