Best Veracity Capital Apps

5.0(2 ratings)

Free

This application provides authorized clients with a streamlined interface to view their investment portfolio data. Access is restricted to existing clients who have been granted specific phone application authorization. Inquiries regarding access can be directed to your primary Veracity Capital contact.

Victory Capital by Victory Capital Management Inc

For Every Investor

Strong Contender

3.0😞(277 ratings)

Free

This app provides personalized investment recommendations and active portfolio management. It allows users to easily manage their accounts, track performance, and access investment insights to pursue financial goals.

What We Love

🚀 Easy to use
👍 User-friendly interface
🔒 Secure login options
💡 Useful investment information

Room to Improve

🐛 Frequent app crashes
🐛 Login issues
🐛 Inability to access account details
🔋 High battery consumption
🕰️ Slow performance
🔄 Excessive forced updates

Facet: Financial Planning by Facet Wealth, Inc

Flat fee, CFP®, investing

Worth Considering

4.9(29 ratings)

Free

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.

More Veracity Capital apps to explore

Your Wealth Architect

AI financial planning

Consolidated financial overviewAI-driven financial roadmapBudget tracking and spending analysis

This app consolidates your financial accounts, budgets, and goals into a single, clear roadmap. It uses AI to help you understand your spending, plan for retirement, and make informed financial decisions without needing to manage multiple spreadsheets.

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

(412K)

Fundrise: Invest in Alts

Venture, Real estate, Income

Invest in private real estateInvest in venture capitalInvest in private credit

Build a diversified portfolio of private market investments, including real estate, venture capital, and private credit. Access high-growth opportunities and receive transparent reporting with bank-level security. Start investing with flexible minimums.

(38K)

by Vista Capital Partners Inc.

Vista Capital Partners

Wealthfront: Save and Invest

(0)

Saving, investing, stocks.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

free with in-app purchases

(17K)

Titan: Your Wealth Team

Investing, Wealth Management

Dedicated advisory teamProfessional investment managementAutomated cash management

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

Tamra Capital: Save & Invest

(7K)

freemium

Investing. Tracking. Growing

Robo-advisor technologyDiversified ETF portfoliosShariah-compliant investing

This platform simplifies investing with automated robo-advisor technology. It offers diversified portfolios of ETFs in real estate, gold, stocks, and bonds, aiming for lucrative financial returns with low fees. It also provides Shariah-compliant investment options and support for young investors.

by Equity Trust Company

View IRA balances and asset valuesTrack investment activityRequest investments and distributions

Manage your self-directed IRA and retirement accounts on the go. View balances, track investments, and perform transactions for traditional and alternative assets. Securely access your account information and manage beneficiary details.

Manage your 401(k) retirement savings with ease. Track your balance, adjust investments, and generate savings projections. Get personalized recommendations and update beneficiaries securely.

View account balance and gains/lossesReview and adjust investment allocationsGenerate savings projections

(16)

Autopilot: Automated Investing

In your own brokerage account

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

free with in-app purchases

(21K)

Future Capital Mobile

by Future Capital Management, Inc.

View account informationCheck balancesContact advisor

Access your financial account details, check balances, and connect with your advisor. This app provides a convenient way to manage your investments and stay in touch with your financial professional.

(1)

Abyan Capital: Save and Invest

Shariah Investing and Saving

Shariah-compliant investingPersonalized investment portfoliosAutomated recurring deposits

Invest and save ethically with this Shariah-compliant platform. Open an account quickly, receive a personalized portfolio, and grow your wealth with automated features and transparent insights. Save smarter with daily returns and flexible withdrawal options.

GibCo Capital Advisors

CPS Capital Client Portfolio

Financial planning & advisory

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.

by New York City Deferred Compensation Plan

All-in-one account managementRetirement income modelingVideo education and live chat

Manage your retirement, health savings, and investment accounts alongside external financial accounts in one secure, personalized platform. Access interactive tools, educational resources, and investment advice to confidently plan for your financial future.

(12K)

Annex Wealth Management, LLC

by Annex Wealth Management, LLC