Best Ckredence Wealth Apps

0.0(0 ratings)

Free

NetBenefits by Fidelity Investments

Fidelity workplace benefits

Strong Contender

4.6😞(29K ratings)

Free

#42in Finance

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

What We Love

👍 Easy to use
🚀 Convenient mobile access
🔒 Secure document upload
💡 Helpful retirement planning tools

Room to Improve

🐛 Buggy and glitchy
🕸️ Feels like a mobile website, not a true app
🤔 Confusing navigation and user experience
⏱️ Slow performance and long load times

Wealthfront: Save and Invest by Wealthfront

Saving, investing, stocks.

Worth Considering

Learn to earn rewards & invest

4.8😊(17K ratings)

Free

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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 Ckredence Wealth apps to explore

Roots: Grow Wealth

Personalized 52-week wealth building planEarn Investable Rewards™ for financial actionsInvest rewards in real estate

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Novelty Wealth: AI for Finance

SEBI RIA | Unbiased Advisory

AI-powered portfolio analysisTax optimization insightsAsset allocation review

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GalaxyOne: Wealth & Investing

freemium

8.0% on Cash + Stock & Crypto

All-in-one wealth managementEarn yield on cash and investmentsCommission-free stock and ETF trading

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Nivesh: Wealth Management App

Manage & Grow Your Wealth

Access 1700+ Mutual Fund Schemes & SIPsReal-time investment trackingAI-driven portfolio recommendations

This app is a comprehensive wealth management and investment platform. It offers tools for individual investors to track portfolios, receive recommendations, and access diverse financial products. Financial partners can use it to onboard clients, manage their business, and engage with customers.

ICICI 2016 Wealth Management

by WEALTH MUNSHI IMF PRIVATE LIMITED

Goal-based financial planningOnline investment transactions (SIP, one-time, sell, switch)Consolidated portfolio tracking (individual & family)

This app offers comprehensive financial planning and investment management services. It helps users set and track financial goals, transact online, manage portfolios, and track capital gains tax. It also provides alerts for insurance and investment maturities.

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.

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Plante Moran Wealth

by PMFA INC

On-demand portfolio accessView financial assets and liabilitiesDocument access

Access your investment portfolio and financial information on demand. Add and view all financial assets and liabilities in one place, and access important documents and team contact details. This app is exclusively for clients of Plante Moran Financial Advisors.

Financial planning & advisory

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.

INDmoney: NRI Investing App

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subscription

Indian Stocks & Mutual Funds

Free demat accountReal-time stock market news & alertsInvest in 5000+ stocks

Invest in Indian stocks and mutual funds with this comprehensive app. It offers a free demat account and real-time market data. Track your portfolio, receive alerts, and access advanced analytics for both stocks and mutual funds.

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Track, manage & build wealth

Finn: AI Wealth Manager

Intelligent stock picks with Finvest ScorecardSmart discovery of investment themes and recommendationsDeep portfolio insights and risk analysis

This app is an intelligent personal wealth manager that simplifies investing and provides powerful financial tools. It helps users analyze, discover, and trade stocks, ETFs, crypto, and bonds, while also tracking all financial accounts in one place.

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Prospur - Invest & Grow Wealth

Wealth Management & Investing

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.

Personalized portfolio creationAutomated investingDigital payments

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)

Univest - Stocks & Investments

Stock Picks & Options strategy

AI-powered 'Buy/Sell/Hold' recommendationsExpert trade ideas from SEBI-registered analystsTop stock picks with multibagger potential

This advanced investment platform offers AI-driven recommendations and expert insights from SEBI-registered analysts. Identify top stock picks, utilize premium screeners, and stay updated with concise market news to maximize your investment returns.

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Wealth Management & Advisory

Maxiom Wealth

smallcase - Save & Invest

Stocks & Mutual Funds App

Diversified model portfoliosThematic investing ideasExpert-managed portfolios

Invest in diversified model portfolios of stocks, ETFs, and mutual funds for long-term wealth. Explore thematic investing and receive expert rebalance updates. Track net worth and invest in direct mutual funds and fixed deposits.

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