Best Pwp Portal Apps

5.0(1 ratings)

Free

Access your financial account details, view balances, and connect with your advisor directly through this mobile application. It provides a convenient way to manage your finances on the go.

Investor-Portal by AppFolio, Inc.

AppFolio Investment Manager

Strong Contender

4.9😞(1.5K ratings)

Free

Access a centralized hub for real estate investors to monitor their investments and receive updates from their investment manager. Track performance, review documents, and get real-time project news.

What We Love

👍 Intuitive and straightforward
💡 Useful dashboard with all information

Room to Improve

🔒 Requires password each time
🐛 System failure
🐛 No Biometric Sign in
🐛 Saved Credentials
🐛 Hasn't worked since the update
🐛 App doesn't work
🐛 Never works
🐛 Lags out too much

Quicken: Budget & Track Money by Quicken Inc.

Investing, Spending, Net Worth

Worth Considering

by Ameriprise Financial, Inc.

4.5😐(12K ratings)

FreeIn-App Purchases

#18in Finance

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Quicken: Budget & Track Money screenshot 5

Quicken: Budget & Track Money screenshot 6

Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.

What We Love

🚀 Intuitive and user-friendly
💡 Helpful budgeting and planning features
🔒 Secure and private
👍 Comprehensive financial tracking

Room to Improve

🐛 Buggy and unreliable
🔍 Lacking customization options
⏱️ Slow performance and frequent crashes
💰 Expensive subscription fee

More Pwp Portal apps to explore

Ameriprise Financial

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture

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.

(37K)

T. Rowe Price Personal®

INVEST WITH CONFIDENCE®

Consolidated portfolio viewExternal account linkingDetailed fund performance

Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.

(23K)

Stocks, Crypto, Options, Bonds

Public: Invest & Trade

Transfer existing portfolios1% uncapped transfer matchInvest in stocks, options, bonds, crypto

Invest in a diverse portfolio including stocks, options, bonds, and crypto. Transfer your existing portfolio and earn a 1% uncapped match. Build your retirement with IRA contributions and earn a 1% match.

(85K)

by National Financial Services LLC

Wealthscape Investor℠

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

by Voya Services Company

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

This app provides expert investment analysis and tools to refine your strategy and maximize returns. Monitor markets, access comprehensive data on stocks and funds, track your portfolio, and stay updated with the latest financial news and commentary.

Portfolio monitoring toolsSecurity search and watchlistsIndependent analysis and ratings

(7K)

Autopilot: Automated Investing

In your own brokerage account

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

(21K)

Fidelity workplace benefits

NetBenefits

Manage retirement savingsAccess stock optionsView health insurance details

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

(29K)

Snowball Analytics: Stocks

Portfolio & Dividend Tracker

Consolidate multiple brokerage accountsTrack dividends and coupon incomeMonitor cash flow and set financial goals

Manage and analyze your investment portfolios from multiple brokerage accounts. Track dividends, monitor cash flow, and reveal actual returns with in-depth analytics. Supports multi-currency portfolios and global exchanges.

Capital Group PlanPremier401k

(2.2K)

freemium

Manage your 401k

View retirement income estimatesCheck personal rate of returnManage contribution amounts

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

Vanguard: Save, Invest, Retire

(11K)

ad-supported

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.

(177K)

Blossom: Social Investing

Learn & Follow Real Portfolios

Automatic portfolio trackingDividend income forecastFollow real investor portfolios

Track your investments, including stocks, ETFs, and dividends, in one place. Follow real investor portfolios, research assets, and learn investing fundamentals through interactive lessons. Connect your brokerage accounts for automatic portfolio updates and dividend income forecasts.

Plan, save, invest, retire

Consolidated account viewRetirement planningBudget tracking

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

(412K)

Baird Online

by Robert W. Baird & Co.

View portfolio and asset allocationSecure login with biometricsTrack net worth

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.

(1.2K)

Orion Wealth Management Portal

by Orion Advisor Services, LLC.

Wealth management toolsAdvisor collaborationFinancial planning access

Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.

(25)

by Stifel Financial Corp.

Stifel Wealth Tracker

Consolidated financial account viewNet worth trackingGoal progress monitoring

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.

Access essential intelligence.

Company and market intelligencePowerful analyticsDeep sector intelligence

Access comprehensive company and market intelligence with powerful analytics and deep sector insights. Stay updated with the latest news, market data, and filings anytime, anywhere.