Best Npf Investment Advisors Apps

CPS Portal

by CPS Investment Advisors

Free

Access your investment portfolio details and connect with your financial advisor. View your portfolio's value and asset allocation in one place.

Investment HQ

by Advisors Excel, LLC

Free

This platform allows advisors and clients to easily access and view client accounts, portfolio values, holding summaries, and performance reports. It also provides quick access to advisor contact information.

New Western

Private Investment Properties

Free

This platform connects real estate investors with a large private source of value-add residential properties. It provides access to off-market opportunities, detailed property analysis, and streamlined transaction processes to help investors find, analyze, and acquire investment properties.

The Rich - Investment partner

Stock·Dividend·Portfolio·News

Free

Manage your stock, crypto, and dividend portfolios with real-time data and insights. Link your brokerage accounts or enter manually. Backtest strategies and maintain a trading diary to refine your investment approach.

Inland Real Estate Investment

by Inland Investment Real Estate

Free

This app provides access to real estate investment funds and services. It represents a large commercial real estate and finance group with over 45 years of industry experience. The platform acts as a business incubator, supporting member companies in creating and developing investment opportunities.

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.

iConnections LLC

The Alts Industry Network

Free

This app connects the investment management community, fostering stronger relationships and unique opportunities. It provides a secure platform for finding professionals, scheduling meetings, sharing documents, and tracking interactions globally.

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.

Johnson Investment Counsel

by Johnson Investment Counsel Inc.

Free

This app provides financial guidance and support to help clients navigate personal, economic, and market challenges. With over 55 years of experience, it emphasizes a disciplined, long-term perspective to achieve financial success.

Rickey Advisors

by Leonard Rickey Investment Advisors, PLLC

Free

Manage your investments and financial plan in one place. Track portfolio performance, link external accounts, and securely share documents with your advisor. Access reports and news updates to stay informed about your financial goals.

Alphanso Wealth

Financial planning & advisory

Free

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.

Ivy Invest: Build wealth

Endowment-style Investing

Free

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.