Best Iprutouch For Partners Apps

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Free

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.

Edward Jones

Track your goals on-the-go

Free

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

Ally: Bank, Auto & Invest

The app for all things money

Free

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.

E*TRADE: Invest. Trade. Save.

Stocks, ETFs, options, crypto

Free

This app simplifies investing, banking, and trading for users of all experience levels. It provides commission-free trades, research tools, educational resources, and high-yield savings options.

SBI MF Partner

by SBI Funds Management Limited

Free

This application streamlines mutual fund distribution for financial advisors. It allows for client account management, transaction processing, business planning, and team coordination, all without paperwork.

Wealth Partners Alliance

by Wealth Partners Alliance, LLC

Free

Access your investment portfolio, view financial reports, and connect with your dedicated team. This app requires existing client access.

Scripbox Mutual Fund & SIP App

Invest in MF, SIP, Save Tax

Free

Invest in mutual funds and SIPs with personalized recommendations based on your risk profile and financial goals. Track your entire portfolio, receive expert guidance for asset allocation, and save on taxes with ELSS funds. Secure, paperless transactions are supported.

goMF by MF Utilities

by MF UTILITIES INDIA PRIVATE LIMITED

Free

Facilitates seamless mutual fund transactions for distributors and investors in India. Initiate purchases, redemptions, and various systematic investment plans on the go. Requires login credentials and a Common Account Number (CAN) for investors.

OFA Client

by FFREEDOM INTERMEDIARY INFRASTRUCTURE PRIVATE LIMITED

Free

This app allows mutual fund investors to monitor their portfolios, view transaction details, and track upcoming SIPs. It provides a dashboard for mutual funds and SIPs, with options for asset-wise and applicant-wise portfolio views. The app also offers online transaction capabilities and NAV tracking for schemes.

Chicago Partners

by Chicago Partners Investment Group LLC

Free

This app offers high-net-worth individuals and family offices real-time insights and control over their wealth. It provides detailed portfolio performance, holdings, and asset allocation visualizations, all secured with industry-leading protection.

Evelyn Partners Mobile

by Evelyn Partners Group Limited

Free

Manage your investment portfolio with this app. View current values, track performance, check asset allocation, and access important documents like valuation and tax statements. Enhanced security features ensure your financial information is protected.

GLR Partners

by GLR Partners LLC

Free

Access your financial client portal on the go. Track net worth, analyze investment portfolios and individual accounts, and communicate securely with your financial advisor through document sharing.

OFA Partner

by FFREEDOM INTERMEDIARY INFRASTRUCTURE PRIVATE LIMITED

Free

This app helps financial advisors manage their business and client relationships. It provides tools to track business performance, view client portfolios, initiate mutual fund transactions, and access financial calculators.