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

#45in 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.

(23K)

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.

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)

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.

(22)

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.

Sentinel (Retirement)

by Sentinel Benefits Group Inc.

Real-time account accessView balance and rate of returnManage contribution rates

Access your retirement account information in real-time. View your balance, rate of return, and fund performance. Easily manage contribution rates and password changes on the go.

(21)

Annex Wealth Management, LLC

by Annex Wealth Management, LLC

AssetPlus - Mutual Funds & SIP

(0)

Expert advice. Easy investing.

Expert financial adviceEasy mutual fund investingTailored portfolio curation

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.

(44)

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)

Muirwood Private Wealth

by Trinidad & Tobago Unit Trust Corporation

(0)

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.

Morgan Stanley at Work

Manage and forecast portfolioTrack past and future eventsView ESPP holdings

Manage your equity plan on the go. View your portfolio, track events, and complete transactions like selling shares or exercising options. Securely access your financial data and manage your employee stock purchase plan.

(10K)

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.

by The Retirement Plan Company, LLC

Review employer-sponsored wealth accountsManage financial planningTrack investments

Manage your employer-sponsored wealth accounts. Review and track your investments and financial planning within a secure platform.

Smart Budget & Wealth Tracker

Institutional-grade portfolio analyticsNet worth tracking across connected accountsBenchmark portfolio performance

This app provides comprehensive financial management tools, including portfolio analytics, budgeting, and cash flow tracking. It offers institutional-grade insights to help users understand their full financial picture, from net worth to retirement planning.