Best Gpm Portfolios Apps

5.0(1 ratings)

Free

Track your GPM managed investment portfolios with this app. View performance, positioning, and activity history. Access account statements and other documents securely.

EXE Client Portal by Everys Financial Services Limited

Access valuation & documents

Strong Contender

0.0(0 ratings)

Free

Empower ® by Empower Retirement, LLC

Plan, save, invest, retire

Worth Considering

by National Financial Services LLC

4.8😞(412K ratings)

Free

#33in Finance

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.

What We Love

👍 Good product overall
🚀 Sleek design and robust performance
🔒 Excellent customer service and support

Room to Improve

🐛 Buggy and unreliable app
⏱️ Slow loading times
🤔 Missing key features and functionality
🤯 Confusing and unintuitive navigation
💻 Forced to use app instead of website
🇨🇦 Not compatible with Canadian users

More Gpm Portfolios apps to explore

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)

Summ: crypto portfolio tracker

Real time crypto tracker

Real-time portfolio value trackingHistorical performance chartsMultiple wallet and exchange account management

Consolidate all your digital assets in one place. Track real-time portfolio value, performance, and asset allocation across multiple wallets and exchanges. Get insights for informed investment decisions.

by Nav Consulting Inc

Secure data accessAccounting reportsRisk analytics

Securely access accounting reports, risk analytics, and portfolio data on the go. Monitor fund activities, generate reports, and log support requests from your mobile device. Offers the full desktop experience with enhanced flexibility for investment managers and investors.

(9)

in touch Bordier & Cie

by Bordier & Cie

Portfolio overview and performance trackingDetailed asset class and currency breakdownsAccess to transaction notices

Access an overview of your investment portfolios and view important documents from your financial institution. Track performance, review transaction details, and securely message your relationship manager.

Access your financial accounts, track performance, and view important documents. This app provides a secure way to manage your investments and stay informed about your financial status.

View accounts and balancesTrack investment performanceAccess important documents

Prove your skills, get rewards

View historical performance reportsAnalyze progress metrics and trendsMonitor evaluation status and milestones

This app provides performance analytics and reporting, allowing users to review historical data, monitor progress, and gain insights. It offers a centralized dashboard for viewing reports and tracking key metrics from external platforms, but does not support trading or financial transactions.

by Wealth Advisory Group, Inc.

Real-time account data integrationIn-depth performance reportingPersonalized investment recommendations

Manage your finances and grow your wealth with this intuitive app. Access critical account data, view performance reports, and connect with your advisor easily. Enjoy secure, real-time financial insights and personalized recommendations on the go.

(1)

Adams Wealth Advisors

by Awa Technologies, LLC

Park Avenue® Wealth Management

(0)

by Park Avenue Securities

Account balances and holdingsInvestment performance trackingPortfolio allocation overview

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.

(24)

Black Diamond Wealth Platform

by Black Diamond Performance Reporting, LLC

Portfolio data accessSimple interfaceElegant design

Access your investment portfolio data through a streamlined mobile interface. This application is designed for authorized clients to view their financial information on the go.

(96)

American Century Investments

Invest for What Matters Most

View account balances and performanceInteractive balance history chartsMake additional investments

Manage your investments on the go with this app. Track balances, view performance, make additional investments, and access important documents. It helps you stay informed about market activity and your financial goals.

free with in-app purchases

(15)

D.A. Davidson Client Access

by D. A. Davidson Companies

Secure account accessView balancesView holdings

Securely access your D.A. Davidson account information on the go. View balances, holdings, and activity with this user-friendly mobile app. Combine easy access with your Financial Advisor's guidance for confident financial management.

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.

Intuitive investment navigationPortfolio performance trackingVisualizations of portfolio data

Access and manage your investment portfolio securely from your iPhone or iPad. View comprehensive summaries, detailed analytics, and important financial documents. Customize your experience and stay connected to your financial picture anytime, anywhere.

Comprehensive portfolio viewDetailed analytics dashboardsSecure document access and upload

by Sowell Financial Services, LLC

💼 Business

(0)

SEI Connect - Investor

Powering Wealth

Biometric loginPush notificationsDocument scanner

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.

by Apollon Wealth Management, LLC

(30)

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Apollon Client Portal

Account information viewingBalance trackingPerformance reporting

Access your financial account details, including balances, performance reports, statements, and income projections. Track your gains and losses with this comprehensive financial overview tool.

(3)