Best Rw Baird Apps

4.8😐(1.2K ratings)

Free

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.

What We Love

👍 Easy to use
👍 Intuitive app design
🚀 Smooth performance
💡 Useful mobile deposit feature
👍 Improved app experience in 2024

Room to Improve

🐛 Blank screens and loading issues
🐛 Bugs and crashes
🐛 Compatibility problems with older devices
🐛 Login and account access problems
🔍 Limited functionality compared to website

Baird Events by Robert W. Baird & Co.

Strong Contender

💼 Business

5.0(10 ratings)

Free

Access all event apps from Baird Corporate Events in one place. Find your event, view agendas and content, network with attendees, and use interactive tools to enhance your experience before, during, and after the event.

NetBenefits by Fidelity Investments

Fidelity workplace benefits

Worth Considering

Investing, Wealth Management

4.6😞(29K ratings)

Free

#58in Finance

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.

What We Love

👍 Easy to use
🚀 Convenient mobile access
🔒 Secure document upload
💡 Helpful retirement planning tools

Room to Improve

🐛 Buggy and glitchy
🕸️ Feels like a mobile website, not a true app
🤔 Confusing navigation and user experience
⏱️ Slow performance and long load times

More Rw Baird apps to explore

Titan: Your Wealth Team

Dedicated advisory teamProfessional investment managementAutomated cash management

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

(7K)

freemium

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.

Connect with finance professionals and access resources for a career in the industry. Get interview prep, learn financial modeling, and gain insights into top firms. Join a global community of over 750,000 members.

Finance career communityInterview preparationFinancial modeling courses

(1.3K)

by Trinidad & Tobago Unit Trust Corporation

Unit Trust Corporation

Access accountsManage investmentsView financial services

Manage your investments and access financial services conveniently. This portal allows you to view your accounts and stay informed about the latest updates, all within a single application.

W: MF & Wealth Management

Mutual Fund & Wealth Advisory

Tailored investment plansReal-time portfolio insightsExclusive financial insights

This wealth management app offers personalized investment plans, real-time portfolio insights, and expert financial advice. It provides a secure and intuitive platform for users to grow, protect, and diversify their wealth with dedicated support.

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.

Venture, Real estate, Income

(30)

ad-supported

Fundrise: Invest in Alts

Invest in private real estateInvest in venture capitalInvest in private credit

Build a diversified portfolio of private market investments, including real estate, venture capital, and private credit. Access high-growth opportunities and receive transparent reporting with bank-level security. Start investing with flexible minimums.

Private markets investing

Diversify with private marketsReal estate, private equity, credit investmentsBuild custom portfolios

Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.

free with in-app purchases

(1.6K)

Facet: Financial Planning

Flat fee, CFP®, investing

Personalized financial roadmapCFP® professional guidanceInvestment management

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

(29)

Raisin: Earn More on Cash

Savings, CDs, and More

Discover high-yield savings accountsCompare CD ratesManage multiple accounts from one login

This app helps you grow your savings by connecting you to high-yield accounts and CDs from multiple FDIC-member banks and NCUA-member credit unions. Manage all your deposits, compare rates, and simplify tax reporting from a single, secure dashboard with no added fees or minimums.

free with in-app purchases

(86)

Certified Financial Group

Workplace | American Century

Employer Retirement Plans

View account balancesTrack investment performanceReview transaction history

Track your employer-sponsored retirement plan investments and monitor your progress towards your financial goals. Make informed decisions by viewing account balances, performance, and transaction history. Easily adjust your investments and future contribution allocations on the go.

A Curated Investing App

Personalized stock portfoliosAutomated portfolio managementAI recommendation engine

This app acts as a digital portfolio manager, using an AI recommendation engine to build and actively manage personalized stock portfolios. It provides digestible research and daily insights, along with free macroeconomic market updates for everyone.

Syfe: Invest, Trade and Save

(19)

ad-supported

Investing and Trading

Managed investment portfoliosStock and ETF tradingCash management solutions

Build wealth effortlessly with a comprehensive investment platform. Access managed portfolios, trade stocks and ETFs, and supercharge savings with cash management solutions. Invest for growth, income, or specific market views securely and affordably.

free with in-app purchases

(9)

Muirwood Private Wealth

Direct Messenger communicationPortfolio and financial plan overviewMarket and financial planning insights

Stay informed about your financial plan and portfolio with a user-friendly platform. Communicate directly with your financial team, receive important alerts, and gain insights into market trends and financial planning topics.

Financial planning & advisory

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.

by R.W. Roge & Company, Inc.