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.

ETRADE: Invest. Trade. Save. by ETRADE Securities

Stocks, ETFs, options, crypto

Strong Contender

Betterment Invest & Save Money

4.7😐(381K ratings)

Free

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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.

What We Love

💻 Powerful trading platform
💰 Competitive fees and rates
🕰️ Smooth trading experience
🔒 Reliable security features

Room to Improve

🐛 Buggy app with frequent crashes
⏱️ Slow performance and lagging issues
🌍 Limited functionality for international users
💸 Unexpected fees and charges

Wealthbox by Starburst Labs, Inc.

CRM for Financial Advisors

Worth Considering

💼 Business

4.8😊(1.7K ratings)

Free

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.

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

More Wealthbox Investments apps to explore

Investments & Cash Accounts

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts

Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

(66K)

Wealthfront: Save and Invest

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.

(18K)

Plan, save, invest, retire

Empower ®

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.

(420K)

CAZ Investments Portal

Portfolio & Fund Access

AI financial advisor built in

(0)

M1: AI Wealth Management

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

(75K)

Save & Invest for Your Future

Hush Investments

Automated recurring transfersPersonalized ETF portfoliosAutomatic investment rebalancing

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

(7)

iFlip: Automated AI Investing

Protect and Grow Wealth

Automated AI investingSmartFolios for stock/ETF analysisRisk minimization and volatility management

This automated investing platform uses proprietary AI to analyze stocks and ETFs, aiming to protect wealth and outperform the market. It dynamically adjusts investments based on market volatility, helping users minimize risk and maximize returns.

by National Financial Services LLC

(115)

subscription

Wealthscape Investor℠

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

Access valuation & documents

Black Diamond Wealth Platform

(0)

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)

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)

Scripbox Mutual Fund & SIP App

Invest in MF, SIP, Save Tax

Personalized investment plansSIP and lump sum investmentsPortfolio review and monitoring

Invest in mutual funds and SIPs with personalized recommendations based on your risk profile and financial goals. Track your entire portfolio, receive expert guidance for asset allocation, and save on taxes with ELSS funds. Secure, paperless transactions are supported.

(107)

Coronation Wealth

Learn. Play. Invest.

Invest in NGX stocks and mutual fundsSecure and paperless account openingLow minimum investment amounts

Build wealth in Nigeria with this investment app. It offers a user-friendly platform for beginners and experienced investors to access NGX stocks, mutual funds, and more. Features include secure account opening, low minimum investments, automated tracking, and 24/7 support.

(7)

Ally: Bank, Auto & Invest

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.

(114K)

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.

Beautiful Trading 212 View

(0)

SEI Connect - Investor

Powering Wealth

Biometric loginPush notificationsDocument scanner

Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.