Best Raymond James Investment Services Apps

by Raymond James Financial, Inc.

🔍 Reference

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Raymond James Meetings

View event agendasConnect with attendeesConnect with exhibitors

Access event agendas, connect with participants, and save important notes from Raymond James events. This official mobile app enhances your event experience by keeping key information and contacts readily available.

💼 Business

(19)

Beanstox: Simple Investing

Seriously Simple Investing®

Automated ETF portfolio investingRetirement accounts (Traditional & Roth IRAs)Invest in Gold and Bitcoin ETFs

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.

free with in-app purchases

(3.6K)

M1: Invest & Bank Smarter

Manage Money, Build Wealth

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

free with in-app purchases

(74K)

Capital Group RKDirect 401k

Manage your 401k

View account balancesCheck personal rate of returnReview transaction history

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.

(11K)

Raymond James Stadium

Tampa Sports Authority

Event informationMobile concession orderingStadium maps

Your official guide to events at Raymond James Stadium. Access mobile ordering, stadium maps, and parking information for Buccaneers games, concerts, and more. Navigate the venue easily for a seamless event day experience.

⚽ Sports

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Raymond James Events Canada

by Raymond James Financial, Inc.

SBI Mutual Fund-InvesTap Nxt

💼 Business

(0)

Now AI Powered

AI Powered Smart AssistWealth Index for portfolio trackingQuick SIP setup

This app offers AI-powered assistance for mutual fund investments, allowing users to inquire about offerings, make investments, and track their financial portfolio. It also provides features for goal-based investing, quick SIP setup, and intelligent watchlists with NAV drop alerts.

(632)

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.

by REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED

Portfolio managementMutual fund investmentWealth tracking

This app allows registered investors to manage their wealth by investing in mutual funds, tracking portfolios, and aligning investments with life goals. It offers a paperless process, research-backed portfolios, and features for earning extra returns on idle funds.

The Alts Industry Network

Connect investment professionalsSchedule video meetingsShare documents securely

This app connects the investment management community, fostering stronger relationships and unique opportunities. It provides a secure platform for finding professionals, scheduling meetings, sharing documents, and tracking interactions globally.

💼 Business

(928)

Cube Wealth: Financial Planner

Savings and Investment Guide

Wealth managementInvestment planningRetirement planning

This app helps you manage your wealth, investments, and retirement planning through a unified platform. It leverages expert insights and a proprietary algorithm to assess your finances, identify risk levels, and guide you toward optimal investment strategies across various asset classes.

AI portfolio and tax guidance

AI-powered portfolio insightsTax-saving opportunitiesFee reduction recommendations

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.

CRM for Financial Advisors

Client relationship managementContact management with quick actionsRedesigned calendar and task management

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.

Wealth for the AI Era

Personalized AI wealth strategiesAccess to investment expertsExclusive private market investments

This platform offers a personalized, tech-driven approach to wealth building, providing access to exclusive investments and expert connections. It features AI-driven strategies, private market access, and transparent pricing for next-gen wealth builders.

(40)

by AL MEEZAN INVESTMENT MANAGEMENT LIMITED

Al Meezan Investments

View fund details (Equity, Commodity, Money Market, Forex)Watch live stock market performanceInvestment product selection tools

Manage your mutual fund investments with this comprehensive application. Track market performance, view fund details, and access your investment dashboard. You can also make investment, conversion, and redemption requests directly from your phone.

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Franklin Templeton® India

Mutual Fund Investment App

SIP and Lumpsum investmentsPortfolio management and trackingTax saving investments (ELSS)

Invest in mutual funds with ease and convenience. New investors can start SIP or Lumpsum investments, while existing users can manage and monitor their portfolios. Access tax-saving options and educational content.