Best Smartbrokersuite Apps

HDFC Securities InvestRight

Stocks,Mutual Funds & IPO

Free

This app provides a comprehensive platform for trading stocks, mutual funds, and IPOs. It offers a personalized trading experience with features like advanced charting, order placement, and real-time market data. Manage your demat account and investments all in one place.

Titan: Your Wealth Team

Investing, Wealth Management

Free

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.

JMMB MONEYLINE

by Jamaica Money Market Broker Limited

Free

Manage your banking and investment activities in one place, anytime, anywhere. Track your financial portfolio, pay bills, transfer funds, and trade stocks. Securely manage your accounts and financial goals.

BBDashboard

by Breakthrough Broker LLC

Free

This app helps real estate agents manage client relationships and foster connections. It allows users to stay engaged with their network and support their clients' success.

IBI SMART

Creating Wealth

Free

Manage all your financial needs, from stocks and options to equity plans, in one place. Invest in U.S. stocks and ETFs with ease, or practice with a demo account. Access analyst recommendations and AI-powered financial report analysis.

Wealthscape℠

by National Financial Services LLC

Free

This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.

SmartPro Client Experience

by SmartPro Financial LLC

Free

Access your complete financial portfolio with this app. View your financial picture and communicate with your advisor through a simple and elegant interface. Designed for authorized clients to manage their investments.

Wealthbox

CRM for Financial Advisors

Free

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.

Neverless: Stocks & Crypto

0 trading fees, 0 FX fees

Free

Invest in cryptocurrencies, gold, and silver with zero fees. Access passive income through automated strategies, borrow against your assets, and enjoy bank-grade security. Stocks investing is coming soon.

NAV Portal

by Nav Consulting Inc

Free

Securely access accounting reports, risk analytics, and portfolio data on the go. Monitor fund activities, generate reports, and log support requests from your mobile device. Offers the full desktop experience with enhanced flexibility for investment managers and investors.

Private Client Services

Client portal

Free

Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.

SEI Connect - Investor

Powering Wealth

Free

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.

SmartSuite App

by SmartSuite Holdings, LLC

Free

This app is a comprehensive work management platform designed to organize and track all business activities. It combines spreadsheet, database, document, and project management functionalities into a user-friendly interface for efficient workflow management.

PlanMember

by PlanMember Financial Corp

Free

Access your PlanMember accounts securely and easily from your mobile device. Manage investments, view transactions, deposit checks, and contact your financial professional.

VestClaw IQ

Smart Budget & Wealth Tracker

Free

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.

HDFC Bank SmartWealth

Invest smartly with MF,SIP,FD

Free

Access a comprehensive suite of financial tools for investing in mutual funds, SIPs, and fixed deposits. The app offers simplified onboarding, personalized recommendations, and portfolio management features to help users achieve their financial goals.