Best Icapital Portal Apps

0.0(0 ratings)

Free

CPS Portal by CPS Investment Advisors

Strong Contender

2.3(3 ratings)

Free

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

EXE Client Portal by Everys Financial Services Limited

Access valuation & documents

Worth Considering

2.0(1 ratings)

Free

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 Icapital Portal apps to explore

NAV Portal

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)

IBKR Mobile - Invest Worldwide

Trade At the Lowest Cost

Trade stocks, ETFs, options, futures, currencies, bonds, and mutual fundsAccess 170+ global marketsComprehensive research and market intelligence

Access global markets and trade a wide range of financial instruments from your mobile device. Utilize institutional-grade technology, comprehensive research tools, and advanced portfolio management features to make informed investment decisions.

(12K)

180 Markets ASX Capital Raises

by 180 Markets PTY LTD

IEQ Capital Investment Portal

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.

Access your iCapital account details, including balances, and connect with your financial advisor. This app provides a convenient way to manage your investments and stay in touch with your advisor.

View account informationCheck balancesContact advisor

(5)

Investor Centre - MUFG CM

MUFG Corporate Markets

View and transact on holdingsManage Employee Share PlansUpdate personal details

Manage your investments securely and efficiently from anywhere. View and transact on holdings, update personal details, and prepare for tax disclosures with a single login. Offers seamless portfolio management and access to statements.

(5)

by Donaldson Capital Management LLC

Apex - Investor Portal

ICICI Pru Mutual Fund i-Invest

SIP, Invest, Save Tax

Mutual fund investmentPortfolio trackingSIP management

Invest in mutual funds with a secure and convenient app. Track your portfolio, manage transactions, and access educational content to enhance your financial planning. Includes tools for goal-based planning and family investment management.

Invest with expertise

Saudi and international brokerageInvestment funds accessReal-time stock prices

This investment platform offers brokerage services for Saudi and international markets, mutual funds, and detailed portfolio management. It provides real-time stock data, order entry, and account statements, designed for both new and experienced investors.

View portfolio, approve trades

View portfolio dashboardsMonitor trade status and balancesTrack fund performance and yields

Securely access your financial portfolio from anywhere. Monitor balances, track fund performance, and view trade statuses in real-time. Gain insights into investments, exposures, and compliance with policy limits.

(6)

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with competitive APYExpert-built ETF investment portfoliosCommission-free stock and ETF investing

Manage your savings and investments in one place. Earn competitive APY on cash deposits, invest in diversified portfolios or individual stocks with zero commissions, and get a holistic view of your financial future.

by First Capital Holdings PLC

QuietGrowth - Investment, SMSF

Robo adviser in Australia

Personalized investment adviceManaged discretionary accountsDiversified portfolios

This digital investment management service offers personalized advice and manages client funds for long-term, risk-optimized returns. It provides customized, diversified portfolios through a Managed Discretionary Account, holding securities under the client's HIN.

Manage your mutual fund investments securely through a unified digital platform. Access investment features and ensure safe login for all your financial needs.

Secure loginMutual fund investmentDigital channel

(2)

by National Financial Services LLC

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.

Securely access your investment portfolio performance, holdings, and transactions on your mobile device. View account snapshots, download statements, and analyze asset valuations. Requires an existing relationship with a financial advisor using Dash wealth management software.

Secure portfolio accessAccount snapshot viewPortfolio performance tracking

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