Best Westview Investment Advisors Apps

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M1: AI Wealth Management by M1 Finance LLC

Investing, saving & advice

Strong Contender

4.7😊(75K ratings)

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

What We Love

🚀 Great update and app
🚀 Wonderful app to organize accounts
🚀 Easiest visual long-term investing app
👍 Excellent service and good app
👍 Best app for path to financial freedom
👍 Best investing platform to date

Room to Improve

🔍 Stop pushing users to take on margin debt
🐛 Buggy and glitchy app
🔍 Confusing and baffling app
🔍 Clunky UX with unclear onboarding
🔍 Horrible customer service
💰 Transfers take too long
🔍 Pie and slice concept not user-friendly

Wealthfront: Save and Invest by Wealthfront

Saving, investing, stocks.

Worth Considering

Facet: Financial Planning

4.8😊(18K ratings)

Free

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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.

What We Love

🚀 Fantastic HYSA and Robo-Advisor
👍 Impressive money managing app
👍 Phenomenal app for people trying to reach financial goals
👍 Great Robo Investing App
👍 My favorite Finance App, period
👍 Awesome way to save and invest!
👍 Saving for my generation
👍 Very Functional and Easy to Use

Room to Improve

🚫 Not good for IRA and investing accounts
🚫 Great APY, Terrible Features and Compatability
🐛 Alas...
🚫 Constant relink makes this pointless
🐛 Failed identity verification - poor support. Can't open account. Need bug fix.
🐛 Constant relink makes this pointless
🐛 Horrible Returns
🚫 No control over investments

More Westview Investment Advisors apps to explore

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.

Your Investment Advisor

Track retirement goal progressView total portfolio and account detailsLink outside accounts

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

This app acts as a strategic financial partner to help users build wealth and secure their futures. It focuses on a disciplined, data-driven approach to investing, aligning portfolios with personal values and life goals.

Strategic financial partnershipWealth building guidanceFuture security planning

(2)

Beanstox: Simple Investing

Start small, grow wealth

Automated ETF portfoliosRetirement accounts (Traditional & Roth IRAs)Invest in Bitcoin, Gold, AI ETFs

Invest automatically with personalized ETF portfolios and retirement accounts. Start with as little as $10 and benefit from expert-built strategies. Secure and regulated, it's designed for both new and experienced investors.

Wealth management platform

Real-time portfolio dataNet worth trackingPerformance analysis

Access up-to-date portfolio data for net worth, performance, and asset allocation. Explore your investments by asset class and review significant transactions for a clearer financial overview.

(60)

My Financial Advisor -Blueleaf

Your Advisor, Always There.

Real-time advisor updatesPortfolio performance trackingAccount balance aggregation

Access your complete financial life and communicate directly with your advisor. Receive real-time updates, track portfolio performance, and stay informed about market insights and planning tips. This app provides a transparent and convenient way to manage your finances and engage with your financial professional.

by CPS Investment Advisors

View portfolio valuesCheck asset allocationsContact your advisor

Access your investment portfolio details and connect with your financial advisor. View your portfolio's value and asset allocation in one place.

(3)

Savings, investments, advice

Farther: Invest & Save

Personalized financial adviceAlgorithmically-managed portfoliosTax-reducing strategies

This app offers personalized financial guidance and investment management to help users grow their wealth and avoid costly mistakes. It leverages technology for efficient cash growth, goal-based investing, and tax optimization, providing a clear overview of finances.

AI portfolio and tax guidance

AI financial advisorNet worth trackingInvestment portfolio analysis

This app offers AI-driven financial advice, net worth tracking, and investment portfolio analysis. It provides personalized guidance on investing, tax strategies, and retirement planning, acting as an SEC-registered investment adviser without managing your assets.

Betterment Invest & Save Money

(118)

freemium

Investments & Cash Accounts

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash reserve account

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.

free with in-app purchases

(67K)

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.

by CORE Wealth Advisors, Inc.

Investing, Wealth Management

(0)

Titan: Your Wealth Team

Specialized wealth teams for tech employeesEquity compensation and tax strategyAI-powered financial technology

This app provides specialized wealth management for tech professionals, handling complex financial matters like equity compensation and taxes. It combines AI technology with dedicated advisory teams to offer personalized financial guidance and investment strategies.

(7K)

by National Financial Services LLC

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.

(20K)

Enrich: Portfolio Tracker

Retirement & investing planner

Connect brokerage accountsSet financial goalsLink investments to goals

Automate investment tracking and goal management for passive investors. Connect brokerage accounts, set financial goals, and receive alerts for rebalancing and tax optimization. Designed for those who want control with less manual work.

All-In-One Wealth Management

Connect bank, credit, and investment accountsAutomated net worth, savings, spending, and debt trackingCategorize transactions and set budgets

This app helps you build better financial habits by connecting your accounts to track net worth, savings, spending, and debt. It offers tools for budgeting, investing, and earning on cash, with personalized insights and educational content.

free with in-app purchases

(28)

NYC DCP

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)