Access your investment portfolio data anytime, anywhere. This app is designed for clients to monitor their wealth and financial goals.
NPF Investment Advisors by Norris Perne & French L L P
Editor's Choice
💰 Finance
5.0(1 ratings)
Free
Top Picks for Npf Investment Advisors
CapTrust Financial Advisors by CapTrust Financial Advisors (Holland)
Strong Contender
💰 Finance
4.0(4 ratings)
Free
Manage your investment accounts on the go with this mobile app. Access your portfolio and financial information securely from your smartphone or tablet. Contact your advisor to get started.
Investment HQ by Advisors Excel, LLC
Worth Considering
💰 Finance
3.7(3 ratings)
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.
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Index Fund Advisors
Wealth Management • Taxes
Free
This app serves as an educational resource for investors, offering personalized wealth management advice and tools. It provides access to expert interviews, investment articles, and interactive surveys to help users understand evidence-based investing strategies and achieve their financial goals.
Connect with Wealth AdvisorsRead and share investing articlesWatch investment education videos
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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.
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River Wealth Advisors
by River Wealth Advisors
Free
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(0)
7
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.
View portfolio valuesCheck asset allocationsContact your advisor
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(3)
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MCF Advisors Portal
by MCF Advisors, LLC
Free
💰 Finance
(0)
9
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.
Portfolio linking to securities firmsCrypto exchange portfolio linkingCommunity for investment opinions
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free with in-app purchases10
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.
Real estate investment fundsReal estate servicesBusiness incubator support
💼 Business
(3)
free11
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.
Financial guidanceClient supportLong-term perspective
💰 Finance
(1)
free12
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.
Track investment portfolioView account performanceLink external bank accounts
💰 Finance
(1)
free13
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.
Fiduciary investment advicePortfolio managementStock optimization
💰 Finance
(9)
free14
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.
Personalized financial adviceFlat-fee wealth managementAI-powered financial insights
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(90)
subscription15
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.
Real-time portfolio dataNet worth trackingPerformance analysis
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(59)
free16
Davivienda Advisors
by BCP ADVISORS, LLC
Free
💰 Finance
(0)
17
Transcend Capital Advisors LLC
by Transcend Wealth Collective LLC
Free
Access your wealth management client portal to view accounts, portfolio performance, and securely store financial documents. This registered investment advisor offers a comprehensive solution for managing your finances.
Client portal accessAccount viewingPortfolio breakdown and performance
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(2)
free18
Digital Asset Advisors
Connect investors and advisors
Free
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(0)
19
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.
Connect investment professionalsSchedule video meetingsShare documents securely
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(928)
free20
QuietGrowth - Investment, SMSF
Robo adviser in Australia
Free
This digital investment management service offers personalized advice and manages client funds for long-term, risk-optimized returns. It provides customized, diversified portfolios through a Managed Discretionary Account, holding securities under the client's HIN.
Personalized investment adviceManaged discretionary accountsDiversified portfolios
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(2)
free