Best Spark Capital Pwm Apps

0.0(0 ratings)

Free

Manage your investment portfolio and track performance on the go. Access transaction data and view holdings anytime, anywhere. Designed exclusively for private wealth clients.

Spark Capital PWM - MFO by Spark Family Office & Investment Advisors

Strong Contender

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Free

IRIS | Spark Capital PWM by Spark Family Office & Investment Advisors

IRIS - Internal Release

Worth Considering

Plan, save, invest, retire

0.0(0 ratings)

Free

More Spark Capital Pwm apps to explore

Empower ®

Consolidated account viewRetirement planningBudget tracking

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

free with in-app purchases

(424K)

Autopilot: Automated Investing

In your own brokerage account

Automated trading mirroring expert portfoliosDiscover AI and thematic investment strategiesConnects to existing brokerage accounts

Automate your investments by mirroring portfolios from experts, AI, and thematic strategies directly within your existing brokerage account. Discover and trade alongside curated investment options without extensive research.

Wealthfront: Save and Invest

(24K)

ad-supported

Saving, investing, stocks.

High-yield cash account with competitive APYExpert-built ETF investment portfoliosCommission-free stock and ETF investing

Manage your savings and investments in one place. Earn competitive APY on cash deposits, invest in diversified portfolios or individual stocks with zero commissions, and get a holistic view of your financial future.

(18K)

T. Rowe Price Personal®

INVEST WITH CONFIDENCE®

Consolidated portfolio viewExternal account linkingRetirement projections

Manage your entire financial portfolio, including external accounts, with this app. Track balances, performance, and net worth. Make investment decisions, set up recurring savings, and access educational resources for informed financial planning.

(23K)

by National Financial Services LLC

Wealthscape Investor℠

Access managed brokerage accountsView portfolio, positions, and balancesAccess account statements and tax forms

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 orders. Enhanced security features include biometric login and two-factor authentication.

(20K)

Investing, saving & advice

M1: AI Wealth Management

AI fiduciary financial advisorPersonalized investment adviceCustomizable stock and ETF portfolios

This AI-powered financial advisor offers personalized investment, saving, and borrowing advice directly within your accounts. It acts as a registered fiduciary, legally bound to your best interests, and provides on-demand portfolio reviews and custom investment strategies.

(75K)

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Private Client Services

Client portal

Secure Multi-Factor AuthenticationComprehensive account overviewInvestment results and holdings

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.

(11)

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.

Access valuation & documents

Secure document access and uploadSecure client-adviser messagingCloud storage for financial documents

Securely access and manage financial documents, personal records, and investment portfolio details on your mobile device. Communicate with advisors through a safer messaging system and store important files in the cloud.

(1)

Black Diamond Wealth Platform

by Black Diamond Performance Reporting, LLC

Portfolio data accessSimple interfaceElegant design

This application provides authorized clients with a streamlined interface to view their investment portfolio data. Access is restricted to existing Black Diamond users who have been granted phone application authorization.

(97)

Ally: Bank, Auto & Invest

The app for all things money

Manage bank, auto, and investment accountsSmart savings tools like buckets and boostersCommission-free trading on eligible stocks and funds

Manage your bank, investment, and auto accounts in one secure, convenient app. Features include smart savings tools, commission-free trading, and vehicle payment management. Get paid early and avoid fees with this comprehensive financial management solution.

by SageSpring Wealth Partners, LLC

View financial pictureAccess portfolioDownload performance reports

Access your complete financial overview, track portfolio performance, and download reports. Connect directly with your financial advisor through this convenient mobile platform.

Access your financial accounts, track performance, and view important documents. This app provides a secure way to manage your investments and stay informed about your financial status.

View accounts and balancesTrack investment performanceAccess important documents

(1)

Betterment Invest & Save Money

Investments & Cash Accounts

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash reserve account

Automated investing and savings app designed to help users reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for managing investments and savings with confidence. Start with as little as $10.

free with in-app purchases

(66K)

Wealthscape℠

by National Financial Services LLC

Advanced security with biometric loginMobile check depositView account positions and balances

This app provides financial advisors and brokers with mobile access to critical brokerage information. It enhances client responsiveness and practice management with secure, portable, and easy-to-use features.

This app provides authorized clients with secure access to their investment portfolio data through a streamlined and intuitive interface. It requires prior authorization and credentials to use.

Access portfolio dataSimple interfaceElegant design

(1)