Best Raymond James Investment Services Apps

Raymond James Meetings

by Raymond James Financial, Inc.

Free

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.

Beanstox: Simple Investing

Seriously Simple Investing®

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.

M1: Invest & Bank Smarter

Manage Money, Build Wealth

Free

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.

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.

Raymond James Stadium

Tampa Sports Authority

Free

Enhance your event day experience with mobile ordering, interactive maps, and navigation for all events at the stadium. Download now to easily explore the venue and enjoy seamless access to parking and amenities.

SBI Mutual Fund-InvesTap Nxt

Now AI Powered

Free

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.

BlackRock Institutional

Market and investment insights

Free

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.

Wealth Elite

by REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED

Free

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.

iConnections LLC

The Alts Industry Network

Free

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.

Cube Wealth: Financial Planner

Savings and Investment Guide

Free

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.

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.

Wealthbox

CRM for Financial Advisors

Free

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.

Arta Finance

Wealth for the AI Era

Free

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.

Al Meezan Investments

by AL MEEZAN INVESTMENT MANAGEMENT LIMITED

Free

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.

Franklin Templeton® India

Mutual Fund Investment App

Free

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.