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

0.0(0 ratings)

Free

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

IRIS - Internal Release

Worth Considering

Invest, save, plan in one app.

0.0(0 ratings)

Free

More Spark Capital Pwm apps to explore

Fidelity Investments

Invest in stocks, ETFs, mutual fundsTrade cryptocurrenciesCash management and bill pay

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

free with in-app purchases

(3.3M)

Empower ®

Plan, save, invest, retire

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

(419K)

Power Wealth Management

by Power Wealth Management, LLC

Manage your Goldman Sachs Private Wealth Management or Ayco accounts on the go. View portfolio performance, initiate transfers, and stay updated with market insights. Designed for existing clients to access their financial information securely.

View portfolio market valueTrack investment resultsInitiate transfers

Access valuation & documents

Park Avenue® Wealth Management

(0)

by Park Avenue Securities

Account balances and holdingsInvestment performance trackingPortfolio allocation overview

Access your investment accounts, view balances, track performance, and manage transactions on the go. Securely store and share documents with your advisor. Requires an existing account with Park Avenue Securities.

(24)

Black Diamond Wealth Platform

by Black Diamond Performance Reporting, LLC

Portfolio data accessSimple interfaceElegant design

Access your investment portfolio data through a streamlined mobile interface. This application is designed for authorized clients to view their financial information on the go.

(96)

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)

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.

Ally: Bank, Auto & Invest

(30)

ad-supported

The app for all things money

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

(114K)

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.

by Up Capital Management, Inc.

View account informationCheck balancesContact advisor

Access your financial account details, view balances, and connect with your advisor on the go. This mobile application provides convenient access to your financial information.

Access and track your investments on the go with an intuitive interface and clear visualizations. Stay informed about your portfolio's performance anytime, anywhere, directly from your smartphone.

Intuitive investment navigationPortfolio performance trackingVisualizations of portfolio data

(78)

AI financial advisor built in

M1: AI Wealth Management

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

free with in-app purchases

(75K)

Quent Capital

by QUENT CAPITAL, LLC

Portfolio data accessSecure client portalAnywhere access

Access your investment portfolio data securely from your mobile device. This app is designed exclusively for authorized Quent Capital clients to manage their financial information on the go.

Access your LPL financial accounts securely and conveniently from your mobile device. Track your portfolio, monitor transactions, and view account documents. Stay informed with daily market updates and investment research to help you reach your financial goals.

Monitor total portfolio valueTrack account balances and transactionsAnalyze asset allocations

by FINLOGIC TECHNOLOGIES INDIA PRIVATE LIMITED

Check Net WorthView Valuation ReportAccess P&L Report

Access your financial information on the go. Track your net worth, view valuation reports, P&L statements, and review your last 10 transactions. Requires login credentials provided by NJ Wealth Advisors.

(0)