Best Icmb Investor Portal Apps

5.0(5 ratings)

Free

Access real-time financial market data and execute trades with a leading online brokerage. This platform provides secure access to competitive pricing and clearing services for both retail and institutional investors.

EXE Client Portal by Everys Financial Services Limited

Access valuation & documents

Strong Contender

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.

ICMB Partner Portal by ICM Brokers

Worth Considering

0.0(0 ratings)

Free

More Icmb Investor Portal apps to explore

Investor Portal MMP

Merchant Marketplace

Real-time liquidity monitoringInvestment overviewTransaction and balance dashboard

This app allows investors to monitor their finances and support the growth of small businesses. It provides real-time data on liquidity, investments, transactions, and default rates, along with merchant profiles and portfolio reviews.

(3)

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.

(26)

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 an enhanced user experience. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Advanced security features protect your financial data.

Manage your applications, track sales, and respond to customer feedback directly from your mobile device. This tool helps developers monitor app performance, manage submissions, and generate promotional assets on the go.

Manage app status and submissionsOrganize tester groups and buildsMonitor sales and trends

Access a comprehensive and secure overview of your financial life. Track spending, investments, and set personalized goals. Securely store important documents and communicate with your advisor.

All-in-one account viewTrack spending and investmentsPersonalized goal setting

(30)

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.

Computershare Investor Center

(35)

ad-supported

Shareholding, secure & simple

Access and view portfolioDownload tax forms and statementsTrack investments

Manage your investments on the go with this secure and simple application. Access your portfolio, download important documents, and track your holdings with ease. You can also manage your holding details and even buy or sell shares.

(2.1K)

Plynk: Grow as an Investor

Invest in Stocks & Funds

Trade stocks, funds, and cryptoDividend matching programPremium tier with enhanced rewards

Invest in stocks, funds, and crypto with minimal starting capital. Offers dividend matching, a premium tier for enhanced rewards, and educational tools like simulated trading. Securely manage your investments and plan for retirement with IRAs.

Morgan Stanley at Work

View account balance and activityCheck award vesting schedulesSell shares and exercise options

Manage your stock plan accounts with this app, offering features like viewing balances, tracking vesting, and selling shares. It provides interactive data visualizations and a curated view of your portfolio, accessible via secure login.

Access exclusive private market investment opportunities through a curated network. Browse detailed company information, review deal terms, and manage your membership on the go. This app serves as a companion to your existing membership, facilitating deal discovery before directing you to a third-party platform for transactions.

Browse curated deal informationReview company overviews and memosView team backgrounds and risk disclosures

(11)

Orion Wealth Management Portal

by Orion Advisor Services, LLC.

Wealth management toolsAdvisor collaborationFinancial planning access

Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.

(27)

by G.W. Henssler & Associates, Ltd.

Henssler Planning Portal

Quartr: Financial Research

(0)

Live earnings calls & AI chat

Live earnings calls and conferencesAI-powered chat for IR materialSearchable transcripts

Access live earnings calls, AI chat, transcripts, and analyst estimates for free. Stay updated with personalized feeds and real-time notifications for companies you follow. Ideal for financial professionals and investors seeking efficient research tools.

(500)

BAT Investor Relations App

by Eurolandcom AB

Latest share pricesCorporate eventsAnnual reports and presentations

Access the latest financial data for BAT Plc on your iPhone or iPad. View share prices, corporate events, reports, and presentations. Content is available online and offline for convenient access.

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

Beautiful Trading 212 View

Read-only account statusClean and beautiful layoutUses public API (beta)

View your Trading 212 account status with this lightweight, read-only application. It presents your financial data in a clean and beautiful layout using the public API. Prioritizing privacy, it offers no tracking, ads, or data storage.

by Cerity Partners, LLC