Best Fundstrat Global Advisors Apps

5.0(4 ratings)

Free

Fundstrat Financial Research screenshot 1

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Access independent market research across technical strategy, asset allocation, digital assets, and more. This application is exclusively for institutional clients of Fundstrat Global Advisors.

Titan: Your Wealth Team by Titan Global Capital Management, Inc.

Investing, Wealth Management

Strong Contender

4.6😞(7K ratings)

Free

This app provides specialized wealth management for tech professionals, handling complex financial matters like equity compensation and taxes. It combines AI technology with dedicated advisory teams to offer personalized financial guidance and investment strategies.

What We Love

💎 Consistent growth
🤝 Exceptional customer service
📚 Great education and content
🔍 Unique investing strategies
🤖 Personalized, thoughtful, simple next generation investing

Room to Improve

💰 High membership and advisory fees, with less ROI
🔒 Locked funds and strategy
🔄 Changing policies and fees
🕰️ Difficult to get money out
🤖 Garbage user interface
🚫 Scam, stay away

SEI Connect - Investor by SEI Global Services

Powering Wealth

Worth Considering

by INCRED PREMIER DISTRIBUTION PRIVATE LIMITED

3.9(34 ratings)

Free

Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.

More Fundstrat Global Advisors apps to explore

InCred Fintrack

Investing, saving & advice

(0)

M1: AI Wealth Management

AI fiduciary financial advisorPersonalized investment adviceCustomizable stock and ETF portfolios

This AI-powered financial advisor offers personalized investment, saving, and borrowing advice directly within your accounts. It acts as a registered fiduciary, legally bound to your best interests, and provides on-demand portfolio reviews and custom investment strategies.

by Zocks Communications, Inc.

AI-generated meeting prep notesOne-tap voice recordingCRM and email data integration

This AI assistant helps financial advisors save time on administrative tasks like meeting preparation, documentation, and follow-up. It provides AI-generated notes, voice recording capabilities, and organization tools to enhance client interactions and streamline workflows.

by Banco BTG Pactual S.A.

Centralized financial transaction viewInternational investment portfolio trackingPersonalized financial reports

Manage your international finances and investments with a centralized view of transactions and portfolio performance. Access personalized reports and educational materials to enhance your financial understanding.

(8)

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.

(11)

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.

CRM for Financial Advisors

Secure login with Face ID/Touch IDContact management with quick actionsRedesigned calendar and task management

Manage client relationships and firm activities with this comprehensive CRM app. Features include secure login, contact management, task organization, and calendar integration. Stay updated with push notifications and an activity stream.

by Ameriprise Financial, Inc.

Track asset value and account summaryView portfolio allocation and performanceConnect with financial advisor

Manage your finances and connect with your advisor on the go. Track your total asset value, view account details, and monitor your financial goals. Securely share documents, communicate with your advisor, and even sign documents electronically.

Your Investment Advisor

Track retirement goal progressView total portfolio and account detailsLink outside accounts

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

Savings, investments, advice

(7.7K)

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Farther: Invest & Save

Personalized financial adviceAlgorithmically-managed portfoliosTax-reducing strategies

This app offers personalized financial guidance and investment management to help users grow their wealth and avoid costly mistakes. It leverages technology for efficient cash growth, goal-based investing, and tax optimization, providing a clear overview of finances.

(194)

Enrich: Portfolio Tracker

Retirement & investing planner

Connect brokerage accountsSet financial goalsLink investments to goals

Automate investment tracking and goal management for passive investors. Connect brokerage accounts, set financial goals, and receive alerts for rebalancing and tax optimization. Designed for those who want control with less manual work.

(7)

My Financial Advisor -Blueleaf

Your Advisor, Always There.

Real-time advisor updatesPortfolio performance trackingAccount balance aggregation

Access your complete financial life and communicate directly with your advisor. Receive real-time updates, track portfolio performance, and stay informed about market insights and planning tips. This app provides a transparent and convenient way to manage your finances and engage with your financial professional.

Raenest (formerly Geegpay)

Open global accounts in USD, GBP, EURReceive payments from 190+ countriesVirtual and physical spending cards

Manage your money globally with this all-in-one finance platform. Receive payments, open global accounts, spend with virtual cards, send money internationally, and invest in US stocks. It's designed for individuals and businesses operating across borders.

free with in-app purchases

(1.8K)

CPS Portal

by CPS Investment Advisors

View portfolio valuesCheck asset allocationsContact your advisor

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

(3)

Frec: Tax-aware investing

Direct indexing & long short

Direct indexing with tax loss harvestingCustomizable stock and sector weightsLong/short direct indexing for portfolio tilting

Invest in tax-efficient strategies with direct indexing and customizable portfolios. Access cash with a portfolio line of credit and earn yield on idle cash. Trade commission-free with secure asset protection.

Quickly enroll in retirement plans and manage your investments. Access loan and withdrawal options, view performance data, and track transaction history securely with biometric authentication.

Retirement plan enrollmentInvestment portfolio managementContribution changes

by National Financial Services LLC

Advanced security with biometric loginMobile check depositView account positions and balances

This app provides financial advisors and brokers with mobile access to critical brokerage information. It enhances client responsiveness and practice management with secure, portable, and easy-to-use features.

(3K)