Best Wealthbox Investments Apps

5.0(2 ratings)

Free

This app provides a virtual platform for investing in mutual funds quickly and securely. It offers tools for fund analysis, financial calculations, and investment monitoring, aiming to be a comprehensive solution for investors.

Wealthbox by Starburst Labs, Inc.

CRM for Financial Advisors

Strong Contender

💼 Business

4.8😊(1.7K ratings)

Free

Manage client relationships and firm activities with this comprehensive CRM app. Features include secure login, contact management, task organization, and calendar integration. Stay updated with push notifications and an activity stream.

What We Love

🚀 Game changer
👍 Great interface
👍 Intuitive and easy to use
👍 Excellent design
👍 Flexible and easy to use
👍 Beautiful platform with all the features

Room to Improve

🐛 Constantly crashes
🐛 Problems loading and glitches
🐛 Paid integration not working
🐛 Horrible phone app
🐛 Cumbersome to use vs browser version
🐛 Freezes after login
🐛 Worthless mobile app

Betterment Invest & Save Money by Betterment

Investments & Cash Accounts

Worth Considering

Investing, saving & advice

4.8😐(67K ratings)

FreeAds

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Automated investing and savings app designed to help users reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for managing investments and savings with confidence. Start with as little as $10.

What We Love

💰 High yield savings account
🔍 Easy to link and manage accounts
🤖 Automated investing and portfolio management
👨‍💻 Responsive customer service
🏆 Positive investment returns

Room to Improve

🤖 Automated investing underperforms manual investing
🤔 Unclear account selection when making deposits
⏱️ Slow transfer and withdrawal process
🔒 Security issues with account access
🙅‍♀️ Lack of transparency and communication

More Wealthbox Investments apps to explore

M1: AI Wealth Management

AI fiduciary financial advisorPersonalized investment adviceCustomizable stock and ETF portfolios

This AI-powered financial advisor offers personalized investment, saving, and borrowing advice directly within your accounts. It acts as a registered fiduciary, legally bound to your best interests, and provides on-demand portfolio reviews and custom investment strategies.

by National Financial Services LLC

(75K)

ad-supported

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.

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

(425K)

Finhabits: Invest My Money

Invest, Learn, and Protect

Automated investment accountsRetirement savings optionsHealth, dental, and vision insurance plans

This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.

free with in-app purchases

(22K)

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.

free with in-app purchases

(15)

Willow Wealth

Private markets investing

Diversify with private marketsReal estate, private equity, private creditBuild your own portfolio

Access private markets like real estate, private equity, and credit to diversify your portfolio. Choose to build your own investments or let an automated solution manage them for you. All opportunities undergo a rigorous vetting process, and dedicated support is available.

(1.6K)

Facet: Financial Planning

Flat fee, CFP®, investing

Personalized financial roadmapCFP® professional guidanceInvestment management

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.

(92)

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with competitive APYExpert-built ETF investment portfoliosCommission-free stock and ETF investing

Manage your savings and investments in one place. Earn competitive APY on your cash, invest in diversified portfolios or individual stocks with zero commissions, and get a holistic view of your financial future.

(18K)

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)

Save & Invest for Your Future

CAZ Investments Portal

Portfolio & Fund Access

Automated recurring transfersPersonalized ETF portfoliosAutomatic investment and rebalancing

Automate your savings and build long-term wealth with globally diversified ETF portfolios. This app offers institutional-grade investment management without the cost or complexity, making investing accessible for everyday users.

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.

Comprehensive portfolio viewDetailed analytics dashboardsSecure document access and upload

by Wealth Advisory Group, Inc.

Real-time account data integrationIn-depth performance reportingPersonalized investment recommendations

Manage your finances and grow your wealth with this intuitive app. Access critical account data, view performance reports, and connect with your advisor easily. Enjoy secure, real-time financial insights and personalized recommendations on the go.

(1)

Black Diamond Wealth Platform

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)

Park Avenue® Wealth Management

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.

by LPL FINANCIAL CORPORATION

Monitor accountsTrack portfolio valueView account balances

Access your LPL accounts securely and conveniently from your mobile device. Monitor your total portfolio, track balances, view transaction activity, and analyze asset allocations. Access account documents and receive daily market updates.

(4.6K)

BNY Investments Mutual Funds

by The Bank of New York Mellon Corporation

View mutual fund accountsTrade mutual fundsMonitor account balances

Securely manage your mutual fund accounts from your mobile device. View balances, review transactions, update information, and access statements with ease. Trade funds on the go.

(8)