Best Consumer Portfolio Services Apps

Willow Wealth

Private markets investing

Free

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.

Shepherd Wealth Management

by Circleblack Inc.

Free

This financial institution offers comprehensive solutions for individuals, families, and businesses. It provides personalized strategies for investment, retirement planning, asset protection, and tax planning with a focus on transparency and integrity.

B.I.G. Investment Services

by Circleblack Inc.

Free

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.

Wealthscape℠

by National Financial Services LLC

Free

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.

First Citizens Investment Services - Invest

by FCIS

Free

Access market insights, investment product rates, and foreign exchange rates on the go. Receive economic alerts and connect with agents. Includes tutorials for app usage.

Ursa Invest

A Curated Investing App

Free

This app acts as a digital portfolio manager, using an AI recommendation engine to build and actively manage personalized stock portfolios. It provides digestible research and daily insights, along with free macroeconomic market updates for everyone.