Best Investment Client App

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

Securely access and manage your life insurance policies and investment products. Track financial goals with interactive tools and educational content. Update policy details, make payments, and connect with your financial representative.

View life policy detailsUpdate policy contact informationMake payments

(89)

Spinnaker Client (Legacy)

The way money should feel.

View account balances and returnsTrack transactions and transfersAnalyze investment allocations

Manage your investments and track financial advisor progress. View account balances, returns, and transactions. Gain insights into your investment allocations and see exactly what you own.

Access a consolidated view of your entire financial life, track spending and investments, and set personalized goals. Securely store important documents and communicate with your advisor all in one place.

All-in-one account aggregationSpending and investment trackingPersonalized goal setting

(28)

UBS Wealth Management

by UBS AG

Account and cash managementBudgeting and spending trackingFinancial tools

Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.

Manage your complete financial overview on the go. This app offers tools for seamless control, enhanced collaboration with your financial professional, and secure document storage. Stay informed about your accounts, net worth, and performance with intuitive features.

Comprehensive account overview dashboardNet worth tracking with linked accountsSecure document vault for statements and reports

(128)

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.

(10)

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Account overview and balance trackingInvestment performance trackingCost basis and day change details

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

(177K)

Walton Client Application

For Asia and Middle East

Secure multi-factor and biometric loginView investment portfolioGenerate investor statements

Manage your real estate investment portfolio securely on the go. View your assets, generate statements, and vote on exit offers. Stay informed with news and updates.

(0)

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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.

Opco Client Access mobile app

(30)

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by Oppenheimer and Co. Inc.

Account summary and holdingsBalances and recent activityAccess account statements

Access your Oppenheimer & Co. Inc. account information, view holdings and balances, and review recent activity. Get the latest research, market commentary, and analyst information. Manage your profile and easily contact your financial advisor.

Access your LPL financial accounts securely and conveniently from your mobile device. Track your portfolio, monitor transactions, and view account documents. Stay informed with daily market updates and investment research to help you reach your financial goals.

Monitor total portfolio valueTrack account balances and transactionsAnalyze asset allocations

Portfolio & Dividend Tracker

Consolidate multiple brokerage accountsTrack dividends and coupon incomeMonitor cash flow and set financial goals

Manage and analyze your investment portfolios from multiple brokerage accounts. Track dividends, monitor cash flow, and reveal actual returns with in-depth analytics. Supports multi-currency portfolios and global exchanges.

Access your financial information on the go. Track your net worth, view valuation reports, P&L statements, and review your last 10 transactions. Requires login credentials provided by NJ Wealth Advisors.

Check Net WorthView Valuation ReportAccess P&L Report

(0)

Infinity i-NITIATE®-Client App

Digitalisation for Clients

Stock Events Portfolio Tracker

(0)

Dividend, Earnings & Finance

Portfolio tracking for stocks, ETFs, bonds, and cryptoDividend income and ex-dividend date monitoringEarnings and IPO calendar with notifications

Monitor your investments, including stocks, ETFs, and cryptocurrencies, and stay updated on dividends, earnings, and market events. Track portfolio performance, passive income, and receive alerts for key financial news.