Best Polaris Finmart Apps

Ameriprise Financial

by Ameriprise Financial, Inc.

Free

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

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.

SBNRI: NRI Mutual Fund & Tax

SIP, SWP, NRE/NRO & Tax Filing

Free

Invest in India with a trusted platform designed for NRIs and OCIs. Build your Indian portfolio, track investments, and access advisory services for taxation, repatriation, and planning. Seamlessly invest in mutual funds, real estate, and more using your Indian bank accounts.

GalaxyOne: Wealth & Investing

8.0% on Cash + Stock & Crypto

Free

Consolidate your banking, brokerage, and crypto into a single platform. Earn competitive yields on cash and investments, trade stocks and crypto commission-free, and automate your investing strategy.

NYC DCP

by New York City Deferred Compensation Plan

Free

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.

Baird Online

by Robert W. Baird & Co.

Free

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.

ParmisaK PFM

Personal Financial Manager

Free

Manage personal and family finances by tracking incomes, expenses, and bank transactions. Organize debts, loans, assets, and budgets with detailed reporting and secure login.

ICICI Direct-Stocks F&O MF IPO

Open Demat & Trade in Options

Free

This app provides a comprehensive platform for online trading and investment. It integrates savings, demat, and trading accounts, offering access to a wide range of stocks, mutual funds, and IPOs with real-time data and expert recommendations.

Stifel Wealth Tracker

by Stifel Financial Corp.

Free

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.

Guideline

Access your 401(k) anytime

Free

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.

Corebridge

Action is everything.

Free

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.

Astor: AI Investment Advisor

Talk to your investments

Free

This AI-powered advisor analyzes your investment portfolio, identifies gaps, and guides you toward smarter financial decisions. It offers 24/7 AI-driven insights, connects all your accounts, and provides performance comparisons and market recaps.

smallcase - Save & Invest

Stocks & Mutual Funds App

Free

Invest in diversified model portfolios of stocks, ETFs, and mutual funds for long-term wealth. Explore thematic investing and receive expert rebalance updates. Track net worth and invest in direct mutual funds and fixed deposits.

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.

Risevest

Better investments and returns

Free

Grow your money and achieve financial goals by investing in global, dollar, and naira-denominated assets. This platform offers personalized portfolios designed around your goals and risk profile, making investing accessible for everyone.

Redtail CRM

by Redtail Technology, Inc.

Free

Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.

INDmoney: NRI Investing App

Indian Stocks & Mutual Funds

Free

Invest in Indian stocks and mutual funds with this comprehensive app. It offers a free demat account and real-time market data. Track your portfolio, receive alerts, and access advanced analytics for both stocks and mutual funds.