Best Svb Wealth Client Portal Apps

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.

AppFolio Investment Manager

Track investment performanceView and sign documentsReal-time project updates

Access a centralized hub for real estate investors to monitor their investments and receive updates from their investment manager. Track performance, review documents, and get real-time project news.

(1.5K)

Quicken: Budget & Track Money

Investing, Spending, Net Worth

Connect and track financial accountsCreate custom budgets and spending plansSet savings goals and track debt payoff

Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.

free with in-app purchases

(12K)

Ameriprise Financial

by Ameriprise Financial, Inc.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

by Robert W. Baird & Co.

View portfolio and asset allocationSecure login with biometricsTrack net worth

Monitor your wealth and track your financial plan with ease. View your portfolio, check your net worth, and securely access important documents. Get expert insights and connect with your financial advisor.

(1.2K)

by Envestnet Financial Technologies, Inc.

Envestnet Client View

Financial goal achievementSimplified financial managementTools for investors

Manage your finances and work towards your financial goals with this app. It offers tools to simplify your financial life, suitable for both beginners and experienced individuals.

(11)

by Stifel Financial Corp.

Stifel Wealth Tracker

Consolidated financial account viewNet worth trackingGoal progress monitoring

Consolidate all your financial accounts in one secure location to gain a comprehensive overview of your wealth. Track net worth, monitor progress towards goals, analyze investments, and access research reports. Connect with a financial advisor for personalized assistance.

(183)

WealthBuilders Community

Building Wealth Together

Community support networkOnline courses and financial toolsExpert financial insights

This app connects you with a community focused on financial growth. Access courses, tools, expert insights, and educational content to improve money management, saving, and investing skills. Participate in discussions and challenges to achieve financial freedom.

free with in-app purchases

(1.2K)

Voya

by Voya Services Company

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

Retire on your terms.

View account balancesRoll over fundsChange contributions

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

free with in-app purchases

(235K)

Wealthscape Investor℠

by National Financial Services LLC

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders

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 order submissions. Enhanced security features ensure your financial data is protected.

(19K)

Track, manage & build wealth

Finn: AI Wealth Manager

Intelligent stock picks with Finvest ScorecardSmart discovery of investment themes and recommendationsDeep portfolio insights and risk analysis

This app is an intelligent personal wealth manager that simplifies investing and provides powerful financial tools. It helps users analyze, discover, and trade stocks, ETFs, crypto, and bonds, while also tracking all financial accounts in one place.

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

(86)

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Account overview and balance trackingInvestment performance trackingCost basis and day change details

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

(177K)

Blossom: Social Investing

Learn & Follow Real Portfolios

Automatic portfolio trackingDividend income forecastFollow real investor portfolios

Track your investments, including stocks, ETFs, and dividends, in one place. Follow real investor portfolios, research assets, and learn investing fundamentals through interactive lessons. Connect your brokerage accounts for automatic portfolio updates and dividend income forecasts.

Fidelity workplace benefits

Manage retirement savingsAccess stock optionsView health insurance details

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

(29K)

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)