Best Consumer Portfolio Services Apps

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 Commons Capital LLC

Portfolio data accessSimple interfaceElegant design

Access your portfolio data through a streamlined and intuitive mobile interface. Designed for authorized clients to view their financial information with ease and elegance.

(1)

Easy video meetings on the go

Whereby - Video Meetings

Instant meeting joinIn-app chatAudio-only mode

Conduct and join video meetings effortlessly from your mobile device. Features include in-app chat, an audio-only option for saving data, and secure, private conversations. It's designed for simplicity and ease of use for both hosts and guests.

💼 Business

(3.6K)

free with in-app purchases

Willow Wealth

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)

DST Vision

by DST Systems, Inc.

Access aggregated client account informationImprove client responsivenessView real-time account data

This mobile application provides financial intermediaries with on-the-go access to client account information. It allows for quick retrieval of aggregated data, improving client responsiveness and enabling advisors to view account details and transaction history.

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mijn portfolio (ePortfolio)

Beautiful Trading 212 View

(0)

Private Client Services

Client portal

Secure Multi-Factor AuthenticationComprehensive account overviewInvestment results and holdings

Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.

Access your investment portfolio securely on the go. View real-time performance, holdings, statements, and key reports. Stay informed with personalized account updates from an experienced investment advisory firm.

Real-time portfolio performanceView holdingsAccess account statements

by COMSOL DISTRIBUTION SERVICES PRIVATE LIMITED

Orion Portfolio Solutions

(0)

by Orion Portfolio Solutions, LLC

Account balance viewingReport accessClient portal

Access your account balances and reports held at Orion Portfolio Solutions. This app is designed for both clients and advisors to view financial information.

by PFG Private Wealth Management, LLC

Instant portfolio insightsFinancial plan trackingClient document vault

Manage your finances and connect with your advisor on a secure platform. Track your portfolio, monitor financial plan progress, and access important documents and reports anytime, anywhere.

Wealth Management for clients

Asset management insightsHolistic wealth approachClient-specific data

This application offers clients of BIP Wealth a focused view of their assets. It provides specific insights into their managed wealth, supporting a holistic approach to asset management.

by Rogan and Associates

OpenArc Client Portal

by OpenArc Corporate Advisory, LLC

Portfolio accessPerformance report downloadsAdvisor communication

Access your investment portfolio, download performance reports, and communicate with your financial advisor directly from your mobile device. Stay informed and connected with your financial world on the go.

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Berenberg Wealth Management

Your assets at a glance

Asset overview and performance analysisAccount balance and transaction trackingSecure payments and transfers

Monitor your liquid assets with this secure and intuitive mobile application. Track investment performance, analyze asset distribution, and manage transactions. Access personal contacts and digital documents for seamless wealth management on the go.

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