Best Slayton Lewis Apps

0.0(0 ratings)

Free

Lewis Investment Client Portal by Lewis & Co (Investments & Pensions) Ltd

Your secure financial portal

Strong Contender

0.0(0 ratings)

Free

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Access your investment portfolio, view personalized recommendations, and digitally sign documents. Securely communicate with your financial advisor and upload important files directly from your mobile device.

Edward Jones by Edward Jones

Track your goals on-the-go

Worth Considering

Wealthfront: Save and Invest

4.8😊(142K ratings)

Free

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

What We Love

🚀 Efficient and streamlined app
👍 Intuitive and user-friendly design
🔒 Secure communication with advisors
💡 Ability to integrate external accounts
👍 Helpful for retirement planning and goal tracking

Room to Improve

🐛 Frequent login and Face ID issues
🔍 Lack of advanced features and customization
🔍 Cluttered and overwhelming UI
🔍 Missing key information and data visualizations

More Slayton Lewis apps to explore

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

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Equity Trust

by Equity Trust Company

View IRA balances and asset valuesTrack investment activityRequest investments and distributions

Manage your self-directed IRA and retirement accounts on the go. View balances, track investments, and perform transactions for traditional and alternative assets. Securely access your account information and manage beneficiary details.

(1)

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)

Investing, Wealth Management

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.

by Genesis Private Wealth, LLC

Your Investment Advisor

Track retirement goal progressView total portfolio and account detailsLink outside accounts

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

Manage your 401(k) retirement savings with ease. Track your balance, adjust investments, and generate savings projections. Get personalized recommendations and update beneficiaries securely.

View account balance and gains/lossesReview and adjust investment allocationsGenerate savings projections

by Paradigm Press, LLC

Independent financial analysisAccess to articles and researchEditor portfolios and trade alerts

Gain financial insights and stay ahead with independent analysis of future trends. Access articles, updates, and editor insights on the go to build and protect your wealth. Receive instant alerts for major developments and editor trade alerts.

(130)

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)

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.

Manage your employer-sponsored retirement plan on the go. Check your retirement balance, view investments and contributions, and communicate securely within the app.

Retirement plan managementCheck retirement balanceView investments

This app provides personalized investment recommendations and active portfolio management. It allows users to easily manage their accounts, track performance, and access investment insights to pursue financial goals.

Personalized investment recommendationsActive portfolio managementAccount management and tracking

(277)

Lighthouse Finance Solutions

by VENTURETECH SOLUTIONS LLC

Track financial progressManage draftsContact client services

Manage your financial progress, track drafts, and connect with client services. This application provides a convenient platform for approving settlements and overseeing your financial journey.

(6)

GalaxyOne: Wealth & Investing

8.0% on Cash + Stock & Crypto

All-in-one wealth managementEarn yield on cash and investmentsCommission-free stock and ETF trading

Consolidate your banking, brokerage, and crypto into a single platform. Earn competitive yields on cash and investments, trade stocks and crypto commission-free, and automate your investing strategy.

free with in-app purchases

(394)

Fundrise: Invest in Alts

Venture, Real estate, Income

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)

Alphanso Wealth

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.