Best Lyra Information Pte Ltd Apps

Consolidated portfolio viewExternal account linkingDetailed fund performance

Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.

(23K)

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)

Capital Group PlanPremier401k

Manage your 401k

View retirement income estimatesCheck personal rate of returnManage contribution amounts

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

by National Financial Services LLC

(11K)

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Wealthscape Investor℠

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders

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.

(19K)

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.

(113K)

Cowrywise: Save & Invest Money

Save. Invest. Get richer daily

Automated savings plansEarn double-digit interestGroup savings with Circles

Securely save and invest money with access to Nigerian mutual funds and stocks. Automate savings, earn competitive interest, and build wealth at your own pace. Your funds are professionally managed and protected by robust security measures.

(13K)

by New York City Deferred Compensation Plan

NYC DCP

All-in-one account managementRetirement income modelingVideo education and live chat

Manage your retirement, health savings, and investment accounts alongside external financial accounts in one secure, personalized platform. Access interactive tools, educational resources, and investment advice to confidently plan for your financial future.

Action is everything.

Retirement readiness assessmentPersonalized financial dashboardEasy plan enrollment

Manage your retirement savings and financial goals on the go. Track your progress, make adjustments to your contributions and investments, and access educational resources to improve your financial wellness.

(52)

BBAE Pro - Trading & Investing

Stocks | Options | Portfolios

Commission-free stock tradingOptions trading strategiesAI-powered SEC filing analysis

This platform empowers users to navigate financial markets with tools for stocks, options, and ETFs. It offers commission-free trading, AI-powered filing analysis, and curated investment themes. Users can also explore portfolios of famous investors and receive personalized financial guidance.

by Robert W. Baird & Co.

View portfolio and asset allocationSecure login with biometricsTrack net worth

Monitor your wealth and track your financial plan with ease. View your portfolio, check your net worth, and securely access important documents. Get expert insights and connect with your financial advisor.

(1.2K)

by Stifel Financial Corp.

Stifel Wealth Tracker

Consolidated financial account viewNet worth trackingGoal progress monitoring

Consolidate all your financial accounts in one secure location to gain a comprehensive overview of your wealth. Track net worth, monitor progress towards goals, analyze investments, and access research reports. Connect with a financial advisor for personalized assistance.

Access essential intelligence.

Company and market intelligencePowerful analyticsDeep sector intelligence

Access comprehensive company and market intelligence with powerful analytics and deep sector insights. Stay updated with the latest news, market data, and filings anytime, anywhere.

Access your retirement accounts quickly and easily. Manage your investments and track your progress with this rebranded financial tool. Your commitment to retirement planning remains supported with a fresh look.

Fast account accessEasy account managementRetirement planning support

(519)

getquin - Portfolio Tracker

Track Investments & Dividends

Real-time portfolio trackingAggregated net worth monitoringDividend calendar and forecasts

Track all your investments, from stocks and ETFs to real estate and collectibles, in one place. Monitor your net worth in real-time, analyze performance with detailed breakdowns, and plan for future cash flows with a dividend calendar. Connect with a community of investors for insights and feedback.

(352)

Participant Account Access

Alerus Retirement

Check account balancesView investment performanceMonitor contributions

Access your employer-sponsored retirement plan account on the go. View balances, track investments, monitor contributions, and manage your account securely. Perform transfers and make allocation changes with ease.

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.

Access your 401(k) anytime

Set up 401(k) in minutesAccess and manage contributionsInvest in recommended portfolios

Easily set up and manage your 401(k) retirement account directly from your phone. Track progress, adjust contributions, and consolidate savings from other accounts. Invest with confidence through guided portfolio selection and automatic rebalancing.

(1.9K)