Best Eastern Shores Capital Apps

0.0(0 ratings)

Free

Vista Capital Partners by Vista Capital Partners Inc.

Strong Contender

0.0(0 ratings)

Free

Capital Group PlanPremier401k by Empower Annuity Insurance Company of America

Manage your 401k

Worth Considering

IEQ Capital Investment Portal

4.8😞(11K ratings)

Free

Capital Group PlanPremier401k screenshot 1

Capital Group PlanPremier401k screenshot 2

Capital Group PlanPremier401k screenshot 3

Capital Group PlanPremier401k screenshot 4

Capital Group PlanPremier401k screenshot 5

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

What We Love

👍 User friendly
🚀 Easy to make changes
💡 Allows to review investments and make changes

Room to Improve

🐛 Glitchy, freezes up
🐛 Keeps crashing
🐛 Login doesn't work
🐛 Unresponsive after updates
🐛 Force closes when reviewing balance

More Eastern Shores Capital apps to explore

by IEQ Capital, LLC

Secure client portalBalance sheet overviewInvestment portfolio tracking

Access a secure and comprehensive view of your financial life. Track your balance sheet, investment portfolio, and performance with real-time updates and sophisticated insights to support informed decision-making.

(4)

by Trinidad & Tobago Unit Trust Corporation

Unit Trust Corporation

Access accountsManage investmentsView financial services

Manage your investments and access financial services conveniently. This portal allows you to view your accounts and stay informed about the latest updates, all within a single application.

This mobile platform offers proprietary underwriting features for real estate transactions. It includes a free financial engineering tool to underwrite deals, analyze risks, and make on-the-spot decisions. Professionals can easily value and underwrite deals with real-time data.

Proprietary underwriting featuresFree financial engineering software (eCALC)Underwrite real estate transactions

💼 Business

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free with in-app purchases

Charter Oak Capital Management

by Charter Oak Capital Management

Interactive financial dashboardDynamic investment reportsSecure document vault

Manage your complete financial picture with an intuitive dashboard, interactive reports, and a secure document vault. Easily track investments and communicate with your financial advisor.

by Veritas Capital Fund Management, L.L.C.

by Highbrook Capital Partners

Secure portfolio accessOn-demand document downloadsView Tamarac portfolio

Access your investment portfolio, account documents, and firm insights securely and on-demand. View your Tamarac portfolio, download statements, and read market briefs.

(2)

Tamra Capital: Save & Invest

Investing. Tracking. Growing

Robo-advisor technologyDiversified ETF portfoliosShariah-compliant investing

This platform simplifies investing with automated robo-advisor technology. It offers diversified portfolios of ETFs in real estate, gold, stocks, and bonds, aiming for lucrative financial returns with low fees. It also provides Shariah-compliant investment options and support for young investors.

by Cohen Capital Advisors, LLC

by Gould Capital, LLC

Capital Group RKDirect 401k

(0)

Manage your 401k

View account balancesCheck personal rate of returnReview transaction history

Manage your employer-sponsored retirement plan on the go. View account details like balances, rates of return, and transaction history. Make changes to your investments, contribution allocations, and personal information as permitted by your plan.

by Allen Capital Group, LLC

Plan, save, invest, retire

Consolidated account viewRetirement planningBudget tracking

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

free with in-app purchases

(412K)

Auric Capital

View firm newsfeedAttend scheduled Zoom callsPrivate messaging with advisor

This application allows clients of Registered Investment Advisory firms to connect with their financial advisors. Features include a newsfeed, scheduled Zoom calls, private messaging, and the ability to invite family members to learn from trusted professionals.

💼 Business

(2)

Axis Mutual Fund Invest Online

Invest in just 5minutes

Fast, simple, paperless investmentsStart SIP or Lumpsum investmentsInvest in Equity, Index, Hybrid, Debt funds

Invest in mutual funds quickly and easily through a user-friendly mobile app. Start SIPs, make lump-sum investments, or switch between various fund types like Equity, Index, Hybrid, and Debt. Manage your portfolio, track investments, and access detailed insights.

Access crucial investment details with this app. View account balances, track key metrics, and receive important updates directly from general partners. Stay informed about your BIP Ventures investments.

View account balancesTrack key investment metricsReceive important event updates

(5)

by Impact Capital Partners LLC

Impact Capital Partners

Portfolio data accessClient-specific interfaceSecure client portal

This app provides authorized clients with a streamlined interface to view their investment portfolio data. Access is restricted to existing clients of the firm. Inquiries for access should be directed to the company.

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