Best Models Portfolio Manager Apps

NRP Portfolio Manager

by New Republic Partners, Inc.

Free

Access your New Republic Partners portfolio data with a user-friendly interface. View performance reports for specific time frames, asset classes, and accounts. Requires client authorization.

Addepar

Wealth management platform

Free

Access the latest portfolio data for net worth, performance, and asset allocation. Clients and advisors can explore holdings by asset class and review significant transactions for a clearer financial overview.

EFE

Your Investment Advisor

Free

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

Finn: AI Wealth Manager

Track, manage & build wealth

Free

This app is an intelligent personal wealth manager that simplifies investing and provides powerful financial tools. It helps users analyze, discover, and trade stocks, ETFs, crypto, and bonds, while also tracking all financial accounts in one place.

Wealthbox

CRM for Financial Advisors

Free

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

Creative Planning

by Creative Planning, Inc.

Free

Access your financial portfolio on the go. This app allows you to view your investments and financial plans from your mobile device.

Portfolio Book

Digitalize Your Portfolio

Free

Easily create, update, and share digital portfolio books on your phone. Showcase your best work or talent professionally on the go, perfect for photographers, models, and actors.

Portfolio Flow®

by Extensis

Free

Streamline asset management for teams on the go. Tag and upload assets directly from the field, ensuring they arrive with consistent, searchable metadata. This app centralizes your assets, moving them off your device to your server for increased productivity and ease of use.

Asset Packet-Asset Manager

Clear Card-based Asset Manager

Free

Manage your personal finances with a card-based overview of all your assets and liabilities. Track cash, real estate, stocks, and debts with customizable cards and detailed records. Offers privacy-first local storage and data backup.

Briefcase - AI portfolio

Personal portfolio management

Free

Manage all your investments in one place, from stocks and bonds to cryptocurrency and physical assets. Get AI-driven insights on asset performance to inform your financial decisions. Track price fluctuations and monitor your entire portfolio with ease.

Orion Portfolio Solutions

by Orion Portfolio Solutions, LLC

Free

Access your account balances and reports held at Orion Portfolio Solutions. This app is designed for both clients and advisors to view financial information.

Wealthscape℠

by National Financial Services LLC

Free

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.

Robo Advisor

by Michael Tito

Free

This app offers affordable, independent fiduciary investment advice for account-level decisions. It manages stock portfolios based on your set guidelines, optimizing performance and risk. Link your existing brokerage accounts for seamless management.