Best Flowrich Finserve Apps

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Free

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Ally: Bank, Auto & Invest

The app for all things money

Free

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

SoFi: Bank, Invest & Crypto

High-Yield Savings & Stocks

Free

Manage your banking, investments, and cryptocurrency all in one place. This app offers fee-free checking, high-yield savings, commission-free stock trading, and the ability to buy, sell, and hold over 25 cryptocurrencies. It also provides tools for loan pre-qualification and credit score monitoring.

Schwab Mobile

Own your tomorrow®

Free

Manage your investments, research market trends, and conduct banking all within a single application. Track your portfolio, deposit checks, and trade stocks, ETFs, and options with intuitive tools and real-time insights.

Autopilot: Automated Investing

In your own brokerage account

Free

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

AssetMark Mobile

by ASSETMARK, INC.

Free

Access and track your investments on the go with an intuitive interface and clear visualizations. Stay informed about your portfolio's performance anytime, anywhere, directly from your smartphone.

Edward Jones

Track your goals on-the-go

Free

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

Park Avenue® Wealth Management

by Park Avenue Securities

Free

Access your investment accounts, view balances, track performance, and manage transactions on the go. Securely store and share documents with your advisor. Requires an existing account with Park Avenue Securities.

OFA Client

by FFREEDOM INTERMEDIARY INFRASTRUCTURE PRIVATE LIMITED

Free

This app allows mutual fund investors to monitor their portfolios, view transaction details, and track upcoming SIPs. It provides a dashboard for mutual funds and SIPs, with options for asset-wise and applicant-wise portfolio views. The app also offers online transaction capabilities and NAV tracking for schemes.

Alinea: Automated Investing

AI Trades- Stocks, ETF, Crypto

Free

Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.

Wealthscape Investor℠

by National Financial Services LLC

Free

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.

Finhabits: Invest My Money

Invest, Learn, and Protect

Free

This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.

Hedge – Invest With Friends

Make a Hedge Fund With Friends

Free

Invest collaboratively with friends and family by creating shared hedge funds. You can also invest personally with commission-free trades and fractional shares. The platform offers interactive learning and investor communities to help you build wealth together.

InvestMax

by Investmax Finserve Private Limited

Free

Track your mutual fund and equity investments with this app. It provides detailed insights into your family and applicant portfolios, asset allocation, and net worth. You can also review insurance details, scheme exposure, and recent transactions.