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.

Empower ® by Empower Retirement, LLC

Plan, save, invest, retire

Strong Contender

4.8😞(423K ratings)

Free

#54in 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

M1: AI Wealth Management by M1 Finance LLC

AI financial advisor built in

Worth Considering

Access valuation & documents

4.7😊(75K ratings)

FreeAds

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

What We Love

🚀 Great update and app
🚀 Wonderful app to organize accounts
🚀 Easiest visual long-term investing app
👍 Excellent service and good app
👍 Best app for path to financial freedom
👍 Best investing platform to date

Room to Improve

🔍 Stop pushing users to take on margin debt
🐛 Buggy and glitchy app
🔍 Confusing and baffling app
🔍 Clunky UX with unclear onboarding
🔍 Horrible customer service
💰 Transfers take too long
🔍 Pie and slice concept not user-friendly

More Gpm Portfolios apps to explore

EXE Client Portal

Secure document access and uploadSecure client-adviser messagingCloud storage for financial documents

Securely access and manage financial documents, personal records, and investment portfolio details on your mobile device. Communicate with advisors through a safer messaging system and store important files in the cloud.

More than financial technology

Business dashboard with key metricsPerformance and progress trackingQuick access to business resources

This mobile platform provides authorized business partners with essential company information, performance insights, and resources. It offers a business dashboard, progress tracking, and quick access to company updates and tools.

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

(1)

Adams Wealth Advisors

by Awa Technologies, LLC

Betterment Invest & Save Money

(0)

Investments & Cash Accounts

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts

Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

free with in-app purchases

(66K)

GC Wealth

by General Catalyst Group Management LLC

Black Diamond Wealth Platform

💼 Business

(0)

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.

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 Investment Visualizer App

Interactive treemaps for portfolio visualizationBlock size reflects position sizeBlock color shows gains and losses

Visualize your investment portfolio with interactive treemaps that show position size and performance. Get real-time price updates, news, and custom alerts. Effortlessly manage your holdings and cash positions to quickly identify risks and opportunities.

(13)

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 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

by National Financial Services LLC

💼 Business

(0)

Wealthscape Investor℠

Access managed brokerage accountsView portfolio, positions, and balancesAccess account statements and tax forms

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 orders. Enhanced security features include biometric login and two-factor authentication.

(19K)

Montesa Wealth Management

by Montesa Wealth Management

Access portfolio dataView reports and statementsCommunicate with wealth management team

Access your investment portfolio, view financial reports, and communicate with your wealth management team. This app requires you to be an existing, enabled client. Contact your team to request access.

(1)

Park Avenue® Wealth Management

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)

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.

by National Financial Services LLC

Biometric login (face/fingerprint)Two-factor authenticationMobile check deposit

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.

(2.9K)