Best Rw Baird Apps

4.8😐(1.3K 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(11 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.

W: MF & Wealth Management by Finwizard Technology Pvt Ltd

Mutual Fund & Wealth Advisory

Worth Considering

Investing, Wealth Management

0.0(0 ratings)

Free

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.

More Rw Baird apps to explore

Titan: Your Wealth Team

Specialized wealth teams for tech employeesEquity compensation and tax strategyAI-powered financial technology

This app provides specialized wealth management for tech professionals, handling complex financial matters like equity compensation and taxes. It combines AI technology with dedicated advisory teams to offer personalized financial guidance and investment strategies.

(7K)

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)

Academy for Inst. Investors

by THE INVESTMENT INSTITUTE LLC

Facet: Financial Planning

💼 Business

(0)

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.

(82)

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.

(1)

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

free with in-app purchases

(18K)

Willow Wealth

Private markets investing

Diversify with private marketsReal estate, private equity, private creditBuild your own portfolio

Access private markets like real estate, private equity, and credit to diversify your portfolio. Choose to build your own investments or let an automated solution manage them for you. All opportunities undergo a rigorous vetting process, and dedicated support is available.

by CapitalMaster Pte. Ltd.

Stock market informationInvestment knowledgePractical investment skills

This app provides shareholders with extensive stock market information, investment knowledge, and practical skills through articles, videos, live broadcasts, and courses. It aims to help users efficiently extract essential information from a vast amount of financial data.

free with in-app purchases

(5)

Ursa Invest

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.

The Alts Industry Network

Connect with investment professionalsSchedule and conduct 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 video meetings, sharing documents, and tracking interactions to improve investment strategies globally.

💼 Business

(928)

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.

(1)

by Sentinel Benefits Group

Sentinel (Retirement)

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.

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.

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)

Raisin: Earn More on Cash

Savings, CDs, and More

Discover exclusive high-yield savings accounts and CDsCompare rates from 75+ FDIC-member banks and NCUA-member credit unionsManage multiple accounts from a single dashboard

This app connects you to high-yield savings accounts and CDs from over 75 banks and credit unions. Manage multiple accounts, track interest, and simplify tax documents through a single, secure login. It offers a marketplace for earning more on your cash with no fees or minimums.

(87)