Best Investor Services Apps

5.0(1 ratings)

Free

Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track performance, download reports, and invest online. Includes tools like retirement and SIP calculators.

Wealthscape Investor℠ by National Financial Services LLC

Strong Contender

4.7😞(19K ratings)

Free

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.

What We Love

👍 Easy to use
🚀 Smooth performance
💰 Helpful for managing investments
🤝 Great customer service

Room to Improve

🐛 Frequent crashes and bugs
⏱️ Slow loading times
🔒 Unreliable security features
🤯 Confusing user interface

SEI Connect - Investor by SEI Investments Management Corporation

Powering Wealth

Worth Considering

Plynk: Grow as an Investor

4.1(30 ratings)

Free

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.

More Investor Services apps to explore

Invest in Stocks & Funds

Trade stocks, funds, and cryptoCommission-free on stocks & ETFsLearn investing basics

Learn and trade stocks, funds, and crypto with a simplified investing experience. Start with as little as $1 and benefit from commission-free trading on stocks and ETFs. Explore investment ideas, practice with simulated trading, and access educational resources.

free with in-app purchases

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ADMIS Nexus

ADMIS Information Portal

Real-time account informationAccess to reports and statementsMarket commentary

This app provides exclusive access to real-time account information, reports, and market commentary for ADM Investor Services brokers and customers. It features a secure message center for encrypted communication and customizable dashboards for personalized data displays.

(7)

Investor Centre Hong Kong

Shareholding, secure & simple

solutions investor relations

(0)

by ARABIAN COMPANY FOR INTERNET AND COMMUNICATION SERVICES

by Sumantra Tech Services Private Limited

(0)

Investor Portal (PEFO)

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.

(2.8K)

Wright Investors' Service Inc

Corporate Information

Global company research reportsAnalysis of 46,000+ companies85 countries covered

Access detailed research reports on over 46,000 companies globally. This app provides proprietary analysis tools, including a quality rating system, for publicly traded companies worldwide. It's a comprehensive financial data source for investors.

free with in-app purchases

(1)

Intelligent Investor

by InvestSMART

ASX Stock Buy, Hold & Sell recommendationsDetailed research articlesModel Portfolios

Access detailed ASX stock recommendations, research articles, and model portfolios. Stay updated with weekly reviews and special reports to inform your investment decisions.

by Trive Financial Services Malta Limited

by EFG Capital Services, LLC

Autopilot: Automated Investing

(0)

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

(21K)

RIISE: Stocks by Motilal Oswal

Demat, IPO, MF & Stock Market

Demat account openingInvest in Indian and US stocksMutual fund investments

This app allows users to manage their investments and trades across various asset classes, including Indian and US stocks, mutual funds, and derivatives. It offers features like 1-click investments, expert recommendations, and real-time market data to facilitate informed trading decisions.

Gain a comprehensive view of your entire financial life with real-time data and detailed account breakdowns. Securely communicate with advisors and access your financial information anytime, anywhere.

Real-time holdings and balancesBalance and transaction historyDetailed position breakdown

by ADM Investor Services, Inc.

Modern architecture and technologyImproved order entry performanceEnhanced risk management

This trading system offers enhanced performance for order entry and risk management. It's built with modern architecture for a competitive and stable trading experience. Contact support to get started with the front-end platform.

(2)

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.

by ADM Investor Services Inc

Real-time streaming quotesAdvanced order entryWorld-class charting and analytics

This app provides professional traders with real-time streaming quotes, advanced order entry, news, and sophisticated charting tools. It offers comprehensive exchange coverage and customizable features for efficient market monitoring and trading.

(2)