Best Wise Advisory Services Apps

0.0(0 ratings)

Free

Primerica Shareholder Services by The Bank of New York Mellon Corporation

Strong Contender

4.3(45 ratings)

Free

Primerica Shareholder Services screenshot 1

Primerica Shareholder Services screenshot 2

Primerica Shareholder Services screenshot 3

Primerica Shareholder Services screenshot 4

Manage your mutual fund investments with ease. View balances, complete transactions, and track your financial history. Offers solutions for investors at all life stages to help achieve financial goals.

Ameriprise Financial by Ameriprise Financial, Inc.

Worth Considering

Stocks, Crypto, Options, Bonds

4.9😊(37K ratings)

Free

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

What We Love

👍 Fantastic relationship
👍 Very confident with portfolio management
👍 Everything in one place
👍 Family-friendly
👍 Very user-friendly
👍 Fabulous website
👍 Excellent secure website
👍 Great advisor
👍 Flawless app
👍 Impressive app
👍 Excellent help with signing in
👍 Fast service
👍 Simple and easy to use
👍 Functional and easy to use
👍 Comprehensive overview of accounts

Room to Improve

🐛 2FA required every time with Face ID
🐛 Graphs and holdings information not user-friendly
🐛 Total View lags and shows incorrect balances
🐛 App crashes frequently
🐛 Verification codes not received
🐛 Login issues, app not working
🐛 Orientation locked to landscape on iPad
🐛 Difficult to get performance information
🐛 Credit card integration is poor

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