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.

NAV Portal by Nav Consulting Inc

Worth Considering

Access valuation & documents

4.1(9 ratings)

Free

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.

More Icapital Portal apps to explore

EXE Client Portal

180 Markets ASX Capital Raises

by 180 Markets PTY LTD

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

free with in-app purchases

(17K)

Autopilot: Automated Investing

In your own brokerage account

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker

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.

free with in-app purchases

(23K)

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)

by Donaldson Capital Management LLC

Apex - Investor Portal

Axis Managed Accounts

Bespoke wealth propositionsDedicated portfolio advisorUniverse of investment solutions

This app provides premium investment advisory services, offering bespoke wealth propositions and a comprehensive understanding of your portfolio. It helps craft winning strategies for your financial goals with a dedicated portfolio advisor and a universe of investment solutions.

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)

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.

(2)

CAZ Investments Portal

Portfolio & Fund Access

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.

Invest with expertise

Saudi & International brokerageInvestment funds accessReal-time stock prices

This app provides a comprehensive platform for all your investment needs, offering brokerage services for Saudi and international markets, along with access to investment funds. It features a user-friendly interface with tools for informed decision-making, making it suitable for both new and experienced investors.

(17K)

by National Financial Services LLC

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.

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

Effortlessly manage your investments with personalized portfolio creation. Automate your savings and payments to achieve financial goals like retirement or education funding. Receive expert guidance to navigate your investment journey.

Personalized portfolio creationAutomated investingDigital payments