Best Consumer Portfolio Services Apps

2.3(3 ratings)

Free

Access your investment portfolio details and connect with your financial advisor. View your portfolio's value and asset allocation in one place.

CPS Portfolio by Complii FinTech Solutions Ltd

CPS Capital Client Portfolio

Strong Contender

by Excel Net Solutions Private Limited

0.0(0 ratings)

Free

CPS by PI R SQUARE CO., LTD.

Worth Considering

🔧 Utilities

1.2(61 ratings)

Free

Enhance your shopping experience with this app designed to streamline business processes. It aims to reduce paper usage and improve communication efficiency within stores.

More Consumer Portfolio Services apps to explore

CRVJ Investment Services

Complete portfolio reportingHistorical performance trackingOnline investment in mutual funds

Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track investments, download reports, and utilize financial calculators for retirement, SIPs, and EMIs.

Premier Finance Card Program

Account access from anywhereTrack spending and rewardsReview account balance

Manage your Premier Finance Card Program account on the go. Track spending, view rewards, check your balance, and pay your bill securely and conveniently from your mobile device.

(22)

Ridgeline Wealth Advisors

by Ridgeline Wealth Advisors, LLC

mijn portfolio (ePortfolio)

(0)

by QUENT CAPITAL, LLC

Portfolio data accessSecure client portalAnywhere access

Access your investment portfolio data securely from your mobile device. This app is designed exclusively for authorized Quent Capital clients to manage their financial information on the go.

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.

(5)

BPS – Brewin Portfolio Service

by BREWIN DOLPHIN LIMITED

Portfolio dashboard overviewDetailed investment account breakdownISA allowance tracking

Securely view your investment portfolio and account details on your smartphone. Track your ISA allowance, see how your money is invested, and monitor your investment value over time with a simple overview and detailed breakdowns.

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)

B.I.G. Investment Services

by Circleblack Inc.

Client needs assessmentService fit determinationFive-step client process

This app helps clients understand their financial needs and determines if services are a good match. It outlines a five-step process for client relationships, focusing on clear, tactical, scalable, and purposeful service.

by National Financial Services LLC

Biometric login (face/fingerprint)Two-factor authenticationMobile check deposit

This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.

(2.8K)

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.

Heritage Financial Services

by Heritage Financial Services, LLC

SR Investment Services Pvt Ltd

(0)

by Excel Net Solutions Private Limited

by National Financial Services LLC

(0)

Wealthscape Investor℠

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

(19K)