Best Polaris Finmart Apps

Ameriprise Financial

by Ameriprise

Free

Access financial information, connect with your advisor, track progress, view accounts, collaborate securely, and complete tasks all in one place with the Ameriprise Financial app. Make informed financial decisions and manage your portfolio on-the-go. Visit the website for more information on privacy and security.

EFE

Your Investment Advisor

Free

Access your account information quickly and easily with EFE, your personal investment advisor. Stay on top of your financial goals and track your progress effortlessly. Download now for seamless account management.

SBNRI: NRI Mutual Fund & Tax

Build your Indian Portfolio

Free

Discover and invest in mutual funds specifically tailored for Non-Resident Indians with ease. Explore a wide range of investment options and manage your portfolio effortlessly. Start optimizing your investments today.

GalaxyOne: Wealth & Investing

Yield, Cash, Crypto, Stocks

Free

Fierce Finance offers a high-yield checking account with 5.25% APY, no fees or minimums, and a fee-free Mastercard Debit Card with access to 55k ATMs. Invest in your future with Fierce Finance today!

NYC DCP

by New York City Deferred Compensation Plan

Free

Download the mobile app for seamless retirement savings management wherever you go. Easily access your accounts, tools, and resources in one secure place with intuitive features like retirement income simulation and fund management. Stay in control of your finances with enhanced security measures and personalized support.

Baird Online

by Robert W. Baird & Co.

Free

Track your wealth effortlessly with our app designed to monitor financial plans, view portfolios, securely log in, check net worth, access key documents, stay informed with expert insights, and connect with your Baird advisor. Take control of your finances today.

ParmisaK PFM

Personal Financial Manager

Free

Manage your finances with ease using this personal financial manager app. Keep track of incomes, expenses, bank transactions, debts, budgets, and more. Take control of your financial well-being today! Visit https://www.accexpert.com for more information.

ICICI Direct-Stocks F&O MF IPO

Open Demat & Trade in Options

Free

Manage your investments easily with this user-friendly app. Track stocks, trade online, and stay informed on market trends. Start investing today for a brighter financial future.

Stifel Wealth Tracker

by Stifel Financial Corp.

Free

"Access Stifel Wealth Tracker, a free financial management service accessible across multiple devices. Track your net worth, monitor financial progress, analyze investments, and access relevant research reports. Connect with a financial advisor easily for personalized assistance and guidance."

Guideline

Access your 401(k) anytime

Free

Manage your 401(k) easily with the Guideline app. Set up, track, and adjust your retirement savings conveniently from your phone. Ensure security with mobile-first features. Visit guideline.com to learn more.

Corebridge

Action is everything.

Free

Track and manage your retirement savings with ease using our intuitive app. Monitor your portfolio, track progress, update contributions, and communicate with experts all in one secure place. Plan for your future with our financial calculator and go paperless for easy access to account information.

smallcase: Stocks, MFs, FDs

Stocks & Mutual Funds App

Free

Discover an innovative app for stock investments that simplifies the process of building and managing a diversified portfolio. Start investing wisely today with smallcase!

Wealthbox

CRM for Financial Advisors

Free

A comprehensive CRM application for financial advisors, seamlessly managing client relationships with features like secure login options, maps integration, push notifications, and task management. Stay organized and efficient with Wealthbox CRM, the ultimate tool for financial professionals.

Risevest - Invest in Dollars

Earn up to 15% from US assets

Free

An application that provides easy access to US investments earning returns in dollars, offering personalized investment plans, expert financial advice, and world-class wealth management. Users can choose to invest in expertly selected US stocks, high-demand commercial real estate, or secure fixed income assets. Start investing with a minimum of $10.

Redtail CRM

by Redtail Technology, Inc.

Free

Access your day-to-day client information, calendar, and CRM tools with the mobile app designed for financial advisors. Stay connected to clients, manage activities, contacts, and opportunities on-the-go. Take advantage of a 30-day free trial and experience seamless client servicing anytime, anywhere.