Best Srivesh Management Apps

0.0(0 ratings)

Free

M1: AI Wealth Management by M1 Finance LLC

Investing, saving & advice

Strong Contender

Nivesh: Wealth Management App

4.7😊(75K ratings)

FreeAds

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.

What We Love

🚀 Great update and app
🚀 Wonderful app to organize accounts
🚀 Easiest visual long-term investing app
👍 Excellent service and good app
👍 Best app for path to financial freedom
👍 Best investing platform to date

Room to Improve

🔍 Stop pushing users to take on margin debt
🐛 Buggy and glitchy app
🔍 Confusing and baffling app
🔍 Clunky UX with unclear onboarding
🔍 Horrible customer service
💰 Transfers take too long
🔍 Pie and slice concept not user-friendly

Wealthbox by Starburst Labs, Inc.

CRM for Financial Advisors

Worth Considering

💼 Business

4.8😊(1.7K ratings)

Free

Manage client relationships and firm activities with this comprehensive CRM mobile app. Features include secure login, contact management, task organization, and calendar integration. Stay updated on your practice with a streamlined interface designed for financial advisors.

What We Love

🚀 Game changer
👍 Great interface
👍 Intuitive and easy to use
👍 Excellent design
👍 Flexible and easy to use
👍 Beautiful platform with all the features

Room to Improve

🐛 Constantly crashes
🐛 Problems loading and glitches
🐛 Paid integration not working
🐛 Horrible phone app
🐛 Cumbersome to use vs browser version
🐛 Freezes after login
🐛 Worthless mobile app

More Srivesh Management apps to explore

Manage & Grow Your Wealth

Access 1700+ Mutual Fund Schemes & SIPsReal-time investment trackingAI-driven portfolio recommendations

This app is a comprehensive wealth management and investment platform. It offers tools for individual investors to track portfolios, receive recommendations, and access diverse financial products. Financial partners can use it to onboard clients, manage their business, and engage with customers.

IBKR Mobile - Invest Worldwide

Trade At the Lowest Cost

Trade stocks, ETFs, options, futures, currencies, bonds, and mutual fundsAccess 170+ global marketsComprehensive research and market intelligence

Access global markets and trade a wide range of financial instruments from your mobile device. Utilize institutional-grade technology, comprehensive research tools, and advanced portfolio management features to make informed investment decisions.

(12K)

AssetPlus - Mutual Funds & SIP

Expert advice. Easy investing.

Expert financial adviceEasy mutual fund investingTailored portfolio curation

This platform offers expert financial guidance and easy investing for mutual funds and SIPs. It helps users curate tailored portfolios based on their goals and risk appetite, while also managing all investments in one place. Track your portfolio and receive periodic reviews for disciplined financial planning.

Shriram Wealth Application

Mutual fund investmentsBond and equity tradingLife and general insurance

This app provides comprehensive wealth management solutions, including investment options like mutual funds, bonds, and equities, alongside insurance and estate planning services. It aims to help users grow, diversify, and protect their financial assets through personalized strategies.

(1)

Wealthfront: Save and Invest

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)

by SGH Wealth Management, LLC

SGH Wealth Management

Detailed portfolio performance and analyticsAggregate and connect outside accountsDirect access to retirement plan

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.

by NIWESH WEALTH ASSOCIATES LLP

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.

Grand Wealth Management, LLC

(34)

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by Grand Wealth Management, LLC

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.

(26)

HDFC Securities InvestRight

Stocks,Mutual Funds & IPO

Demat and trading account managementInvest in stocks, mutual funds, and IPOsPersonalized dashboard and order placement

This trading app offers a comprehensive platform for managing demat and trading accounts, investing in stocks, mutual funds, and IPOs. It provides personalized dashboards, fast order execution, and market insights to enhance your investment journey.

AnandRathi MutualFunds–RM

by ANAND RATHI SHARE AND STOCK BROKERS LIMITED

by National Financial Services LLC

Secure mobile access to brokerage informationMobile check depositView account positions and balances

This app provides financial advisors and brokers with secure mobile access to critical brokerage information. Manage client accounts, view positions and balances, and submit orders on the go. It enhances practice efficiency with features like mobile check deposit and biometric login.

(2.9K)

Ratnakar Wealth Management

by RATNAKAR SECURITIES PRIVATE LIMITED

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.

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.