Best Sgh Wealth Management Apps

5.0(7 ratings)

Free

Effortlessly monitor your investments and financial picture with next-generation portfolio reporting. Your financial information is kept safe and secure with financial-grade encryption and SSL. Access detailed performance analytics, connect outside accounts, and utilize advanced financial planning calculators.

Ameriprise Financial by Ameriprise Financial, Inc.

Strong Contender

4.9😊(37K ratings)

Free

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

What We Love

👍 Fantastic relationship
👍 Very confident with portfolio management
👍 Everything in one place
👍 Family-friendly
👍 Very user-friendly
👍 Fabulous website
👍 Excellent secure website
👍 Great advisor
👍 Flawless app
👍 Impressive app
👍 Excellent help with signing in
👍 Fast service
👍 Simple and easy to use
👍 Functional and easy to use
👍 Comprehensive overview of accounts

Room to Improve

🐛 2FA required every time with Face ID
🐛 Graphs and holdings information not user-friendly
🐛 Total View lags and shows incorrect balances
🐛 App crashes frequently
🐛 Verification codes not received
🐛 Login issues, app not working
🐛 Orientation locked to landscape on iPad
🐛 Difficult to get performance information
🐛 Credit card integration is poor

Cowrywise: Save & Invest Money by CowryWise Inc

Save. Invest. Get richer daily

Worth Considering

Track, manage & build wealth

4.6😊(13K ratings)

Free

Cowrywise: Save & Invest Money screenshot 1

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Cowrywise: Save & Invest Money screenshot 6

Securely save and invest money with access to Nigerian mutual funds and stocks. Automate savings, earn competitive interest, and build wealth at your own pace. Your funds are professionally managed and protected by robust security measures.

What We Love

👍 Easy to use
🚀 Seamless savings and investment experience
🔒 Secure platform
💡 Helpful for cultivating savings culture

Room to Improve

🕰️ Slow withdrawal process
🔍 Navigation can be improved
🔖 Lack of certain withdrawal options

More Sgh Wealth Management apps to explore

Finn: AI Wealth Manager

Intelligent stock picks with Finvest ScorecardSmart discovery of investment themes and recommendationsDeep portfolio insights and risk analysis

This app is an intelligent personal wealth manager that simplifies investing and provides powerful financial tools. It helps users analyze, discover, and trade stocks, ETFs, crypto, and bonds, while also tracking all financial accounts in one place.

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 Robert W. Baird & Co.

View portfolio and asset allocationSecure login with biometricsTrack net worth

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.

(1.2K)

WealthBuilders Community

Building Wealth Together

Community support networkOnline courses and financial toolsExpert financial insights

This app connects you with a community focused on financial growth. Access courses, tools, expert insights, and educational content to improve money management, saving, and investing skills. Participate in discussions and challenges to achieve financial freedom.

(1.2K)

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.

by Stifel Financial Corp.

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Stifel Wealth Tracker

Consolidated financial account viewNet worth trackingGoal progress monitoring

Consolidate all your financial accounts in one secure location to gain a comprehensive overview of your wealth. Track net worth, monitor progress towards goals, analyze investments, and access research reports. Connect with a financial advisor for personalized assistance.

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Quicken: Budget & Track Money

Investing, Spending, Net Worth

Connect and track financial accountsCreate custom budgets and spending plansSet savings goals and track debt payoff

Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.

(12K)

Snowball Analytics: Stocks

Portfolio & Dividend Tracker

Consolidate multiple brokerage accountsTrack dividends and coupon incomeMonitor cash flow and set financial goals

Manage and analyze your investment portfolios from multiple brokerage accounts. Track dividends, monitor cash flow, and reveal actual returns with in-depth analytics. Supports multi-currency portfolios and global exchanges.

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freemium

DBS digibank - wealth

by DBS Bank Ltd.

Integrated banking and wealth managementSmart Shortcuts and remindersPortfolio breakdown and analysis

Manage your investments, plan your finances, and bank seamlessly within a single application. Gain insights into your portfolio, access global markets, and track your spending. Offers tools for sustainable living and investing.

(562)

Voya

by Voya Services Company

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

(188K)

Finimize: Investing Insights

Daily finance news + research

Jargon-free finance insightsDaily market analysisAudio and text content

Get curated, jargon-free financial insights from expert analysts in minutes daily. Understand markets, trends, and strategies to become a smarter investor. Access audio and text content, plus connect with a global investor network.

(8K)

Orion Wealth Management Portal

by Orion Advisor Services, LLC.

Wealth management toolsAdvisor collaborationFinancial planning access

Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.

(25)

Finhabits: Invest My Money

Invest, Learn, and Protect

Automated investment accountsRetirement savings optionsHealth, dental, and vision insurance plans

This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.

(22K)

CRM for Financial Advisors

Wealthbox

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.

💼 Business

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Alux: Build Wealth Faster

Founders on Business & Mindset

On-demand CEO & founder coachingDaily 10-15 minute original sessionsExpert-led problem-solving content

This app offers executive-level coaching and a private network for founders and CEOs seeking to improve decision-making, discipline, and connect with high performers. It provides on-demand coaching sessions, daily lessons, expert-led problem-solving, and personalized roadmaps for wealth growth and leadership.

📚 Education

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subscription

Wealthscape Investor℠

by National Financial Services LLC

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

(19K)

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)