Best Private Funds CFO Ny 2026 Apps

Capital Group RKDirect 401k

Manage your 401k

Free

Manage your employer-sponsored retirement plan on the go. View account details like balances, rates of return, and transaction history. Make changes to your investments, contribution allocations, and personal information as permitted by your plan.

Citi Private Bank In View

Citi Private Bank

Free

Access a comprehensive view of your financial accounts and explore your investment portfolios in detail. Analyze metrics, compare performance, and discover insights on core themes with an intuitive digital banking experience.

Coin by Zerodha - Mutual funds

Mutual funds, NPS, and more

Free

Invest in direct mutual funds and NPS without commissions. Automate SIPs, manage withdrawals, and access detailed portfolio analytics. Track your investments and family portfolios with ease.

Betterment Invest & Save Money

Investments & Cash Accounts

Free

Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

New York Life

Life Insurance & Investments

Free

Manage your life insurance policies and investments conveniently. View policy details, monitor investment performance, and make payments directly from your mobile device. Easily find agent contact information and update your preferences.

Private Client Services

Client portal

Free

Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.

PitchBook Mobile

VC, PE and M&A data

Free

Access comprehensive VC, PE, and M&A data on your mobile device. Stay informed with global capital markets insights, industry news, and collaboration tools. Track financial data, conduct due diligence, and connect with dealmakers from anywhere.

MoneyWiz 2026 Personal Finance

Personal Accounting Software

Free

Manage all your financial accounts, including loans, savings, investments, and cryptocurrency, in one secure application. It offers automatic transaction downloads, cloud syncing, and advanced reporting to give you a comprehensive overview of your finances.

Beanstox: Simple Investing

Start small, grow wealth

Free

This app offers automated investing in diversified ETF portfolios, retirement accounts, and other options. It simplifies long-term investing with recurring deposits and portfolio management, making it accessible for both beginners and experienced investors.

FundsIndia: Mutual Funds & SIP

Invest in Stocks & Mutual Fund

Free

This platform offers a wide range of investment options, including mutual funds, stocks, and tax-saving instruments. It provides expert financial guidance, paperless transactions, and bank-grade security to simplify your investment journey.

AssetPlus - Mutual Funds & SIP

Expert advice. Easy investing.

Free

This platform offers expert financial guidance and easy investing for mutual funds and SIPs. It helps users curate tailored portfolios based on their goals and risk appetite, while also managing all investments in one place. Track your portfolio and receive periodic reviews for disciplined financial planning.

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.

Mezzi Wealth

AI portfolio and tax guidance

Free

This app uses AI to provide personalized investment portfolio guidance, helping users save on taxes, reduce fees, and increase passive income. It consolidates all family investments in one place, offering real-time insights and AI-powered chat for financial queries.

Multipli Credit Union

by Multipli Federal Credit Union

Free

Consolidate all your financial accounts, even from different institutions, into one organized, up-to-date view. This secure tool provides alerts for bills and low funds, helping you make informed financial decisions and manage your money with ease.

Five Lakes

by Sergio Rabiela

Free

Track your financial program's progress and view enrolled accounts. Connect with a dedicated client success team for support and receive personalized financial tips and inspiration.

Mint by Investwell

by Excel Net Solutions Private Limited

Free

Access detailed information on Indian mutual fund schemes, including objectives, performance, and holdings. Compare fund returns and utilize financial calculators. Investors can also manage their portfolios online.