Best Portfolio Management Institute Apps

Portfolio data accessPerformance reportsTime frame filtering

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.

Academy for Inst. Investors

(3)

free

by THE INVESTMENT INSTITUTE LLC

💼 Business

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Account overview and balance trackingInvestment performance trackingCost basis and day change details

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Wealth management platform

Real-time portfolio dataNet worth trackingPerformance analysis

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.

Beautiful Trading 212 View

by Institute for Portfolio Alternatives

💼 Business

mijn portfolio (ePortfolio)

Merit Asset Management

Asset Allocation, Management

by Aureus Asset Management, LLC

Kriday Smart Portfolio

Aureus Asset Management

Grand Wealth Management, LLC

by Grand Wealth Management, LLC

by Baker Boyer National Bank

by SBI Funds Management Limited

by Innocap Investment Advisers, LLC

💼 Business

SEI Connect - Investor

Powering Wealth

Biometric loginPush notificationsDocument scanner

Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.

by Vista Capital Partners Inc.

(30)

ad-supported

Vista Capital Partners

Market and investment insights

BlackRock Institutional

Market and investment insightsInvestor education contentCommunity discussions

Access market insights, investor education, and community discussions from financial experts. Monitor your investment portfolios on the go with in-depth analyses and tactical views.