Best Tpw Portal Apps

4.0(4 ratings)

Free

This application provides investment clients with secure access to their financial reports and documents. It facilitates investment reporting and document sharing for a private wealth management firm.

EXE Client Portal by Everys Financial Services Limited

Access valuation & documents

Strong Contender

0.0(0 ratings)

Free

Fidelity Investments by Fidelity Investments

Invest, save, plan in one app.

Worth Considering

4.8😐(3.3M ratings)

Free

#18in Finance

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.

What We Love

🚀 Efficient app with quick access to accounts
🔒 Secure login process
👍 Comprehensive research and data tools
💡 Ability to link external accounts for full financial view
👍 Reliable and trustworthy platform

Room to Improve

🐛 Inaccurate account information and performance data
🔍 Cluttered and unintuitive user interface
🔍 Difficult to navigate and find desired features
🔍 Lacking key features for active traders
🐛 Buggy app with frequent crashes and performance issues

More Tpw Portal apps to explore

Thrift Savings Plan

Official app of the TSP

Access TSP account summaryCheck investment performanceChange investment mix

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.

💼 Business

(123K)

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.

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.

Manage your investments, research market trends, and conduct banking all within a single application. Track your portfolio, deposit checks, and trade stocks, ETFs, and options with intuitive tools and real-time insights.

Consolidated account viewMobile check depositIntuitive trade ticket

(1.2M)

Telos Wealth Private Portal

by Telos Wealth Management, LLC

Portfolio performance trackingImport outside accountsSecure document vault

Consolidate your entire financial life into one secure application. Monitor investment performance, link external accounts, store important documents, and stay informed with financial news.

(1)

Safe accounting client portal

TaxDome Client Portal

Review and approve documentsScan and upload documentsSecure chat with accounting professional

Securely connect with your accounting professional to manage documents, communicate, and complete tasks. Review, upload, and sign documents, chat securely, and pay invoices all within a user-friendly interface.

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.

(412K)

HR for Employees & Managers

ADP Mobile Solutions

View pay & W2 statementsRequest and approve time offTrack time & attendance (punch in/out, timesheets)

Access payroll, time, benefits, and HR information for yourself and your team. Track time, view pay statements, manage time off, and connect with colleagues. Managers can approve requests and view team calendars.

💼 Business

(4.4M)

SCS Client Portal

by SCS Financial

Comprehensive portfolio viewDetailed analytics dashboardsSecure document access and upload

Access and manage your investment portfolio securely from your iPhone or iPad. View comprehensive summaries, detailed analytics, and important financial documents. Customize your experience and stay connected to your financial picture anytime, anywhere.

(2)

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)

by G.W. Henssler & Associates, Ltd.

Henssler Planning Portal

by The Mather Group, LLC.

Ally: Bank, Auto & Invest

(0)

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.

by Tidwell Premock Basilone Private Wealth Management Inc.

by Bragg Client Portal

Interactive financial dashboardDynamic investment reportsSecure document vault

Manage your finances with a secure mobile app offering an interactive dashboard, dynamic investment reports, and a document vault for communication with your financial advisor. It provides budgeting tools and a comprehensive view of your financial picture.

(3)

American Century Investments

Invest for What Matters Most

View account balances and performanceInteractive balance history chartsMake additional investments

Manage your investments on the go with this app. Track balances, view performance, make additional investments, and access important documents. It helps you stay informed about market activity and your financial goals.

(15)

E*TRADE: Invest. Trade. Save.

Stocks, ETFs, options, crypto

Commission-free stock, ETF, and options tradesMutual fund tradingProfessionally built portfolios

This app simplifies investing, banking, and trading for users of all experience levels. It provides commission-free trades, research tools, educational resources, and high-yield savings options.

(381K)