Best Visit Management Alternative Apps

Diversify with private marketsReal estate, private equity, credit investmentsBuild custom portfolios

Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.

(1.6K)

Alinea: Automated Investing

AI Trades- Stocks, ETF, Crypto

Expert-built investment portfoliosAI-powered performance insightsPersonalized financial news

Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.

(113K)

Capital Group PlanPremier401k

Manage your 401k

View retirement income estimatesCheck personal rate of returnManage contribution amounts

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

Groundfloor: Invest In Homes

(11K)

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Passive Real Estate Investing

Invest from $100Passive real estate incomeDiversified portfolios

Invest in real estate debt with as little as $100 and earn passive income. Choose from diversified portfolios, individual projects, or fixed-term notes. The platform is SEC-regulated and offers flexible liquidity options, including IRA compatibility.

The Alts Industry Network

Connect investment professionalsSchedule video meetingsShare documents securely

This app connects the investment management community, fostering stronger relationships and unique opportunities. It provides a secure platform for finding professionals, scheduling meetings, sharing documents, and tracking interactions globally.

💼 Business

(929)

GalaxyOne: Wealth & Investing

8.0% on Cash + Stock & Crypto

All-in-one wealth managementEarn yield on cash and investmentsCommission-free stock and ETF trading

Consolidate your banking, brokerage, and crypto into a single platform. Earn competitive yields on cash and investments, trade stocks and crypto commission-free, and automate your investing strategy.

(384)

Capital Group RKDirect 401k

Manage your 401k

View account balancesCheck personal rate of returnReview transaction history

Manage your employer-sponsored retirement plan on the go. View account details like balances, rates of return, and transaction history. Make changes to your investments, contribution allocations, and personal information as permitted by your plan.

(11K)

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.

CRM for Financial Advisors

Client relationship managementContact management with quick actionsRedesigned calendar and task management

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

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.

Alternative investments

Alternative investment accessCapital allocationTransparent reporting

Access a diverse platform of alternative investment opportunities with transparent reporting and market insights. Create an account and allocate capital for attractive risk-adjusted returns.

(8)

Plan, invest, analyze, grow

Magnifi: Invest with AI

AI investing assistantInvestment search enginePersonalized investing plans

This AI-powered app helps you research investments, create personalized plans, and manage multiple brokerage accounts. It offers a conversational AI assistant, market data, and planning tools to invest with confidence. Connect your accounts or invest directly.

(412)

Tamra Capital: Save & Invest

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.

Wealth management platform

Real-time portfolio dataNet worth trackingPerformance analysis

Access the latest portfolio data for net worth, performance, and asset allocation. Clients and advisors can explore holdings by asset class and review significant transactions for a clearer financial overview.

(59)

Freestone Capital Management

by Freestone Capital Management

Interactive financial dashboardDynamic investment reportsSecure document vault

Manage your finances with an intuitive dashboard, secure document vault, and interactive reports. This app offers budgeting tools and a comprehensive financial overview in a secure, user-friendly mobile interface.

Alternative Investing Platform

Invest in private real estateAutomated investing with Auto-InvestTrack portfolio growth and property updates

Invest in private real estate with a platform designed for everyday investors. Access vetted multifamily properties, track your portfolio's growth, and diversify beyond traditional assets. Supercharge your retirement funds with this accessible alternative investment option.

(190)

eVestment

by eVestment

Manager research and due diligenceCompetitive comparisonsInteractive charting

Access institutional investment data, manager research, and competitive comparisons on the go. Analyze product performance, search for asset managers, and prepare for meetings with up-to-date information.

(8)