Best Zvest Financial Services Apps

0.0(0 ratings)

Free

SoFi: Bank, Invest & Crypto by Social Finance, LLC

Online Banking & Investing

Strong Contender

4.7😐(385K ratings)

Free

#20in Finance

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Manage your banking, investments, and cryptocurrency all in one place. This app offers fee-free checking, high-yield savings, commission-free stock trading, and the ability to buy, sell, and hold over 25 cryptocurrencies. It also provides tools for loan pre-qualification and credit score monitoring.

What We Love

🚀 Convenient all-in-one finance app
💰 Competitive interest rates on savings
👍 Intuitive and user-friendly interface
📈 Integrated investment platform
💳 Useful credit card with rewards
🔒 Secure account management

Room to Improve

🐛 Buggy and unreliable account management
🕰️ Slow money transfer and withdrawal process
💸 Unwarranted account freezes and fund holds
🤖 Poor and unresponsive customer service
📈 Cluttered app with too many upsells
🔍 Difficulty verifying identity and updating info

ETRADE: Invest. Trade. Save. by ETRADE Securities

Stocks, ETFs, options, crypto

Worth Considering

by Ameriprise Financial, Inc.

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

More Zvest Financial Services apps to explore

Ameriprise Financial

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture

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.

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Rabee Financial Brokerage

Iraq Stock Exchange

Real-time stock quotesMarket news and analysisPortfolio management

Navigate the Iraq Stock Exchange with real-time quotes, market news, and expert analysis. Manage your investments, utilize advanced charting tools, and set personalized alerts. Practice trading risk-free with a simulator and join a community of investors.

(26)

Autopilot: Automated Investing

In your own brokerage account

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

(23K)

UBS Wealth Management

by UBS AG

Account and cash managementBudgeting and spending trackingFinancial tools

Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.

(65K)

IBKR Mobile - Invest Worldwide

Trade At the Lowest Cost

Real-time quotes and chartsMarket scannersStandard and complex order types

Trade global financial markets with a mobile platform offering real-time quotes, charts, and scanners. Supports standard and complex order types. Explore market data with delayed quotes without registration.

(12K)

by National Financial Services LLC

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.

Simple. Secure. Connected

SoLo Funds: Lend & Borrow

(0)

Loans On Your Terms

Access up to $625 without credit checksEarn money by funding others' requestsAI-powered financial co-pilot (SoLo IQ)

Access funds up to $625 without credit checks or earn money by lending to others. This community finance platform offers a banking solution and AI-powered financial advice. It ensures no hidden fees and provides a safety net for its members.

(41K)

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.

My Financial Advisor -Blueleaf

(30)

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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.

(15)

HDFC Securities InvestRight

Stocks,Mutual Funds & IPO

Demat and trading account managementIPO and mutual fund investmentsPersonalized dashboard and order placement

This app provides a comprehensive platform for trading stocks, mutual funds, and IPOs. It offers a personalized trading experience with features like advanced charting, order placement, and real-time market data. Manage your demat account and investments all in one place.

Invitation-only cash account.

High-yield cash accountElevated FDIC insurance coverageEasy and fast transfers

Manage your high-yield cash account with this app, offering competitive APY and elevated FDIC insurance up to $15 million. Easily transfer funds, organize your money with custom buckets, and track financial goals. Invitation required to access.

(35)

CRM for Financial Advisors

Wealthbox

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.

💼 Business

(1.7K)

ICICI Direct-Stocks F&O MF IPO

Open Demat & Trade in Options

Integrated 3-in-1 accountInvest in 5000+ stocks and derivativesReal-time market data

This app provides a comprehensive platform for online trading and investment. It integrates savings, demat, and trading accounts, offering access to a wide range of stocks, mutual funds, and IPOs with real-time data and expert recommendations.

by Zocks Communications, Inc.

AI-generated meeting prep notesCRM and email data integrationOne-tap voice recording

Streamline your financial advisory work with an AI assistant. Automate meeting preparation, documentation, and follow-up tasks directly from your mobile device. Focus more on client relationships and less on administrative burdens.

💼 Business

(35)

Vested: US Stocks Investing

Stock Market & ETF Investment

Invest in 10,000+ US stocks and ETFsAccess global funds and private market investmentsTheme-based and managed portfolios

Invest in over 10,000 US stocks and ETFs from India with a minimum of $1. Access global funds, private market investments in unlisted companies, and theme-based portfolios. Stay informed with market summaries and analytics.

(87)

smallcase - Save & Invest

Stocks & Mutual Funds App

Diversified model portfoliosThematic investing ideasExpert-managed portfolios

Invest in diversified model portfolios of stocks, ETFs, and mutual funds for long-term wealth. Explore thematic investing and receive expert rebalance updates. Track net worth and invest in direct mutual funds and fixed deposits.

(765)