Best Tcam Wealth Apps

0.0(0 ratings)

Free

M1: AI Wealth Management by M1 Finance LLC

Investing, saving & advice

Strong Contender

Park Avenue® Wealth Management

4.7😊(75K ratings)

FreeAds

This AI-powered financial advisor offers personalized investment, saving, and borrowing advice integrated directly into your accounts. It acts as a registered fiduciary, legally bound to your best interests, providing 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

Thrift Savings Plan by Federal Retirement Thrift Investment Board

Official app of the TSP

Worth Considering

💼 Business

4.8😞(153K ratings)

Free

Manage your Thrift Savings Plan (TSP) account directly from your mobile device. Review your account summary, track investment performance, and make changes to your investment mix. The app also facilitates secure document submission and mobile check deposits for rollovers.

What We Love

👍 Works for users
🚀 Quick to navigate
💡 Convenient mobile access

Room to Improve

🐛 Frequent login issues
🐛 Unreliable check scanning
🐛 Slow and unresponsive
🔒 Problematic security features
👎 Limited functionality

More Tcam Wealth apps to explore

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.

(26)

Morgan Stanley Wealth Mgmt

by Morgan Stanley

Account managementMobile check depositMoney transfers

Manage your personal finances, access account documents, deposit checks, and transfer money securely. Monitor your accounts, track income and expenses, and connect with your financial advisor. Stay informed with market data and research reports.

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.

Manage your retirement and brokerage accounts with secure, convenient access to your finances. Monitor investments, track fund performance, and trade equities, ETFs, and mutual funds. Set and monitor savings goals for your financial future.

Retirement and brokerage account managementInvestment and fund performance trackingBrokerage trading (equities, ETFs, mutual funds)

(8.3K)

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 an enhanced user experience. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Advanced security features protect your financial data.

(20K)

Betterment Invest & Save Money

Investments & Cash Accounts

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

Automated investing and savings app to help you reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for retirement planning. Start with as little as $10.

Black Diamond Wealth Platform

(67K)

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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.

(115K)

Kraken Pro: Advanced Trading

Crypto, US stocks and ETFs

Trade 1,900+ crypto marketsInvest in US stocks and ETFsAdvanced charting tools

Trade over 1,900 cryptocurrencies, US stocks, and ETFs from a single account. Features advanced charting, real-time market data, and a variety of order types to help manage risk and track performance.

Invest with expertise

Saudi and international brokerageInvestment funds accessReal-time stock prices

This investment platform offers brokerage services for Saudi and international markets, mutual funds, and detailed portfolio management. It provides real-time stock data, order entry, and account statements, designed for both new and experienced investors.

by UTMOST INTERNATIONAL GROUP HOLDINGS LIMITED

Net worth, investments & FX

(0)

Orua - Wealth & expenses

Private net-worth ledgerMulti-market support (stocks, crypto, forex)Detailed statistics and analysis

Track your net worth, investments, and foreign exchange with a private ledger that keeps all your financial data locally on your device. It supports multiple markets, offers detailed statistics, and visualizes your financial growth. The app includes handy tools for memos, recurring plans, and receivables, with an AI assistant to answer ledger-related questions.

By Arvest Wealth Management

Secure login with biometricsPortfolio overview and market valuationDetailed holdings search

Securely view investment accounts, statements, and tax forms 24/7. Optimized for mobile, it offers quick login, portfolio overviews, detailed holdings, and transaction history filtering. Set up custom alerts for securities and download tax forms for software.

Access your financial portfolio, manage payments, and trade securities on the go. Communicate securely with your advisor and receive digital account statements. Stay informed with research and market news.

Portfolio and account overviewAsset analysisPayment and trade order entry

(2)

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.

Vault: Private Wealth

Grow & preserve your wealth

Personalized financial advisor guidanceDiversified investment portfoliosPrivate market opportunities

This app offers personalized wealth management guidance and investment opportunities for high-net-worth individuals. Access diversified portfolios, private market strategies, and earn interest on idle cash with expert financial advisors.

(7)