Best Legacy Investing Apps

0.0(0 ratings)

Free

Legacy Trust by Legacy Trust

Strong Contender

0.0(0 ratings)

Free

The Legacy Wealth App by Legacy Wealth LLC

Worth Considering

by SPECTRUM WEALTH ADVISORS, INC

4.8(10 ratings)

Free

Access your investment portfolio data through a streamlined and intuitive mobile interface. Designed exclusively for clients of Legacy Wealth, this app provides a clear overview of your financial information.

More Legacy Investing apps to explore

Legacy Financial Group

by Legacy Investment Strategies, LLC

Account accessFinancial plan updatesReal-time insights

This app provides Legacy Investment Strategies clients with a seamless and efficient way to access their accounts and stay updated on their financial plans. It offers real-time financial insights and personalized guidance.

Financial market data and news

Financial market dataStock market newsSaudi Stock Market focus

Access real-time financial market data and news for the Saudi Stock Market. Stay informed with the latest updates and insights to make informed investment decisions.

📡 News

(6.7K)

Spinnaker Client (Legacy)

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.

(21K)

Alinea: Automated Investing

AI Trades- Stocks, ETF, Crypto

Expert-built investment portfoliosAI-powered performance insightsPersonalized financial news

Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.

(119K)

Legacy Wealth Management Group

by Legacy Wealth Management Group, Inc

Portfolio performance dataFinancial account aggregationDaily and historical performance tracking

Access detailed portfolio performance data through a user-friendly interface. View all your financial accounts in one place, tracking daily and historical performance. This app is part of a mission to provide genuine client service and frequent interaction.

(3)

Legacy Trust Family Wealth

by Legacy Trust Company

Interactive financial dashboardDynamic investment reportsSecure document vault

Manage your complete financial picture with an intuitive dashboard, interactive reports, and a secure document vault. This app offers budgeting tools and a clear overview of your investments, all in a user-friendly mobile interface.

(2)

Beanstox: Simple Investing

Start small, grow wealth

Automated ETF portfolio investingRetirement accounts (Traditional & Roth IRAs)Invest in Gold and Bitcoin ETFs

This app offers automated investing in diversified ETF portfolios, retirement accounts, and other options. It simplifies long-term investing with recurring deposits and portfolio management, making it accessible for both beginners and experienced investors.

(4.2K)

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.

(17K)

by Legacy Financial Advisors, LLC

Legacy Investor

Finance on the go? FactSet 3.0

Real-time market informationCompany, fund, and index researchUp-to-the-minute news

Access real-time market data, news, and research for companies, funds, and indices. This legacy version is being retired and users should migrate to the newer FactSet 3.0 app.

(50)

Legacy Financial Advisors

Legacy Financial

View financial newsfeedAttend Zoom calls with advisorAccess eMoney client portal

This app provides clients with a secure portal to access and manage their financial information. It allows for direct communication with advisors, access to market insights, and the ability to view performance reports and news.

(4)

WealthBuilders Community

Building Wealth Together

Community support networkOnline courses and financial toolsExpert financial insights

This app connects you with a community focused on financial growth. Access courses, tools, expert insights, and educational content to improve money management, saving, and investing skills. Participate in discussions and challenges to achieve financial freedom.

(1.2K)

by COUNTRYWIDE TAX & TRUST CORPORATION LIMITED

Legacy Portal

Legacy Private Wealth Partners

(0)

by Legacy Private Wealth Partners, LLC

Endowment-style Investing

(0)

Ivy Invest: Build wealth

Long-term portfolio buildingAlternative and traditional assetsInstitutional investment strategy

Access institutional-class investment strategies with a portfolio including private equity, venture capital, and real estate. This app offers a long-term approach to investing, managed by an experienced CIO, with regular liquidity windows.

(30)