Best Investment Services Wealth Apps

Easy Street Investing

2015-03-20

+2 Easy Street Investing is a free investment enewsletter that discusses the same proven wealthbuilding approaches that many of America's richest investors have employed for years. It was founded by income and retirement expert Nilus Mattive for one simple reason: Helping investors ... 7 MB Views 6305

9.7

AutoShares Automatic Investing

2015-08-24

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+20 About AutoShares The process of managing investment related brokerage and retirement accounts requires a great deal of time and effort. Staying focused on it all can be tedious and time consuming. And, due to life circumstances, plans and opportunities may be ... 32 MB Views 8497

9.9

Wheaton Wealth Partners

2015-10-24

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0 View your Wheaton Wealth Partners aggregated account valuation, performance, and reporting information, in an application developed specifically for mobile devices. 461 kb Views 9349

8.9

Bennelong WP

2015-09-10

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+5 Bennelong Wealth Partners – a departure from traditional wealth management. The Bennelong Wealth Partners app provides clients with interactive access to their portfolio, valuations, transaction history, performance and reporting. 8 MB Views 5209

9.2

Wealth Calculator

2015-08-01

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-1 ช่วยคำนวณง่ายๆ กับโปรแกรม Wealth Calculator ในเรื่อง คุณอยากมีเงินในอนาคตอันใกล้เท่าไหร่ คุณควรออมเงินกี่บาทต่อเดือน 3 MB Views 5212

8.3

Mobius Wealth

2015-04-10

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+12 Mobius Wealth is a top level mobile app offering easy access to both your RMs and their clients providing a compelling digital experience across all mobile channels. It is a whitelabelled solution that you can brand with your own logo ... 5 MB Views 7433

7.1

Jaykay Wealth

2015-11-12

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+4 Welcome to the newest innovation in financial services. With our new app you can reach out anytime with questions, concerns and comments. Need an appointment? Schedule it easily here. Have a question about an investment or a concern about your ... 7 MB Views 2121

9.5

USAA Mobile

2015-05-11

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+27 USAA mobile gives you immediate and secure account access from your mobile device. MANAGE FINANCES — Pay bills, transfer funds, send money, track spending with Money Manager INVESTMENT CENTER – Place trades, get quotes and market news, and perform research DEPOSITMOBILE — Qualifying ... 88 MB Views 5565

8.3

Canaccord Genuity GPS

2015-05-30

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-3 Canaccord Genuity Wealth Management’s Optimized Portfolios, part of Canaccord Genuity Global Portfolio Solutions (GPS), aim to provide better returns with less risk by targeting a capped level of volatility. In other words, returns include peace of mind. GPS Optimized Portfolios adjust ... 55 MB Views 8733

9.9

Leeka

2015-04-30

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+20 The Leeka Group has always believed strongly in the concept of collaborative growth, and this vision has seen it emerge as one of India’s most respected and successful business conglomerates. Leeka has traced a route of growth that spans through many ... 10 MB Views 7399

7.5

BuyHomesHD

2015-02-02

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-4 BuyHomes A Residential Property Investment Evaluation Tool BuyHomes is a powerful, yet easy to use, tool for the residential property investor with an iPhone, iPad or iPod touch. Just enter some basic information about a home and BuyHomes will provide ... 1011 kb Views 275

7.2

IMSplus Mobility

2015-04-17

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-8 PROFILE Software’s IMSplus Mobility, enables mobile access to your investment management platform. Specifically, this new module of IMSplus provides a set of client relationship and portfolio management tools, which may be whitelabeled, to better promote business and sales objectives of ... 4 MB Views 822

9.2

T-Advisor

2015-04-30

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-6 TAdvisor is an online solution to manage easily your investment portfolio for every people, regardless of his or her financial knowledge or experience. Enjoy the investment experience with confidence thanks to our advanced wealth management tools: My Portfolio: All figures and reports ... 7 MB Views 7362

8.4

Searcy Financial Services

2015-04-22

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+5 About Searcy Financial Services, Inc: We are an independent financial planning and investment management firm located in Overland Park, Kansas, partnering with our clients to help them reach the financial goals they have set for their lives. We believe every individual ... 7 MB Views 284

9.2

Momentum WIT

2015-01-09

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-9 This application provides an investment tool for financial advisers which is a simple, visual pointofsale guide for voluntary and compulsory investment products available on the Momentum Wealth investment platform. It gives you easy online or offline access to a Wealth ... 7 MB Views 3292

8.2

ALRAMZ BORSAT

2015-10-24

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-3 Easy, Fast & Advanced Online Trading Platform Al Ramz BORSAT is the best trading platforms in equities. Al RAMZ BORSAT has been recognized for excellence in technology as well as for superiority in services such as: advanced charts, market depth information, ... 4 MB Views 7432

8.6

Ameriprise Advisor Mobile

2015-07-15

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-3 Ameriprise Advisor Mobile, exclusively for Ameriprise Financial advisors, provides you with a secure, integrated way to stay up to date with your clients from your iPhone. Important: Ameriprise Advisor Mobile is for Ameriprise Financial advisor use only and requires a user ... 11 MB Views 7056

7.3

HA&W Wealth LLC

2015-08-27

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-4 The HA&W Wealth LLC iPad application enables authorized HA&W Wealth LLC clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. 1 MB Views 5123

7.9

Wealth Monitor - Get Your Money's Worth

2015-09-15

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-6 Experience Wealth Monitor magazine through this app which you can download now and subscribe for FREE. Each digital issue of Wealth Monitor, the marketdriven monthly business magazine based in Dubai, U.A.E, includes insightful and actionable business/ financial news, reviews and ... 26 MB Views 7679

9.5

AXA Wealth – My Elevate investments

2015-06-01

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+4 The My Elevate investments app is for AXA Wealth customers who have online access to their Elevate account. It enables you to view your Elevate portfolio and monitor investment performance whenever you like. You can view your whole Elevate investment ... NAN Views 2345

9.4

MMREIS

2015-12-16

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+3 The Marcus & Millichap app provides a mobile connection to Marcus & Millichap Real Estate Investment Services Inc., the nation’s largest real estate investment services firm. The app quickly connects you to the firm’s national network of offices, real estate ... 14 MB Views 6194

9.6

Optimist Investment Services

2015-08-23

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+13 Optimist Investment Services is an Investment Portfolio Management Firm. Our range of services extends from basic Tax Planning to Investment & Portfolio Management Services for Companies and Individuals. Our service bouquet includes Insurance Planning, Retirement Planning and Investment Planning for ... 18 MB Views 2396

9.5

U.S. Trust Client Account Access for iPad

2015-10-15

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+1 This completely redesigned U.S. Trust iPad app makes it easier for you to view accounts and our Thought Leadership to give you a more informed experience. With this app you can: • Review balances, holdings and pending and historical transactions • Review historical ... 31 MB Views 165

9.0

Canadian Real Estate Wealth

2015-12-21

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+6 iPad subscribers get it FIRST Get access to Canada’s most influential property investment magazine, Canadian Real Estate Wealth, as soon as the editor wraps up the magazine. No need to wait for mailing download your issues directly from your iPad before ... 4 MB Views 1240

8.9

Avendus Wealth for Tablet

2015-12-30

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+15 The Avendus Wealth App for iOS gives you secure access to your investment portfolio, allowing you to view asset allocation, returns, comparison with benchmark returns and holdings conveniently at anytime from your mobile devices. 49 MB Views 5539

8.3

BOCHK

2015-08-15

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+5 BOCHK Mobile Application provides you with onestop banking and investment services, as well as the latest financial information, helping you manage your wealth flexibly. New features: Personalised setting: You can flexibly arrange the homepage setting according to your preference, retrieving the information ... 45 MB Views 1633

7.1

外滩云财富

2015-08-01

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+13 Bund Wealth Financial Services Co., Ltd. (hereinafter referred to as “Bund Wealth”）was established in 2015 in Shanghai. Bund Wealth is committed to build an efficient, trustful, and innovative onestop wealth management platform. We will gradually provide: A full range of ... 12 MB Views 2671

8.7

BNY Mellon Private Workbench for iPhone

2015-01-04

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+8 Private Workbench Mobile is available to existing BNY Mellon Wealth Management investment clients with Private Workbench access. If you are a client who is not currently accessing Private Workbench, please visit bnymellonwealthmanagement.com to enroll. This free BNY Mellon Wealth Management app ... 6 MB Views 4357

9.0

ZT Wealth IRDB

2015-09-03

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0 Investor Relations Database is an investment portfolio management portal developed by ZT Wealth. The mobility application is designed to allow ZT Wealth’s investors to have onthego access to their investment portfolios. Features of this application include: Investment portfolio Entitywise drill ... 313 kb Views 5540

8.0

CIMB Deals Malaysia

2015-03-11

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-8 CIMB Deals enables users to check out CIMB promotions on hand and offers nearby at their fingertips. Users can add offers into their favourites and also apply for their preferred CIMB Bank card via the application. Key Features: 1. Latest promotions and ... 15 MB Views 3250

7.5

Blantik

2015-10-28

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+8 Wealth planning activities should be fun and practical. Blantik explores the fun side from the seriousness of wealth planning activities. Blantik helps you calculate your funds needed for your investment goal, education and retirement plans. We also help you to calculate ... 2 MB Views 175

9.3

Rohling Wealth Management

2015-10-16

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+1 Retirement and wealth planning is a concern for everyone. The Rohling Wealth app gives you simple planning tools such as financial calculators, research reports, and links to useful financial web sites. For those interested in professional financial advice, it also ... 2 MB Views 243

8.8

UBS Financial Services

2015-02-17

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+13 The UBS Financial Services Inc. mobile app offers clients select functionality of UBS Online Services (OLS). You'll be able to view your UBS investment, credit card, credit line and mortgage accounts, as well as transfer funds, pay your UBS credit ... 8 MB Views 9938

6.9

LeConte Wealth Mobile

2015-02-05

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-6 The LeConte Wealth mobile app allows our asset management clients to access their investment data via their Apple device. 3 MB Views 319

9.8

Aqua Wealth Home Loan Assist

2015-07-06

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+5 Description: A suite of easy to use calculators from leading Australian Mortgage Broker that enables you to: •Calculate loan repayments •Estimate Government Duties, Fees and Charges •Calculate the effect of extra repayments on your home loan •Determine your borrowing power •Calculate Lease Repayment •Glossary of common terms ... NAN Views 7248

8.5

Macro Trend Wealth Management

2015-01-11

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+27 This mobile application allows you to view account valuation, performance, and reporting information for authorized users of Macro Trend Wealth Advisors. 6 MB Views 3355

8.8

Selftrade

2015-09-15

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+5 Selftrade has developed a mobile trading app so you can stay on top of your investment portfolio when you are on the move. Our mobile trading app allows you monitor and manage your investments in real time, wherever you are, so ... NAN Views 3708

9.5

Smart401k Calculator – Easy Advice for your 401k Retirement Investments

2015-11-17

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+26 Overview Are you confused about investing in the stock market? Unsure how you’ll provide yourself with enough money to live comfortably in retirement? Receiving professional investment advice for your work retirement plan shouldn't take hours of preparation and timeconsuming ... 19 MB Views 8445

9.3

Investing - Creating Wealth and a Profitable Portfolio By Developing Smart, High Value Investments

2015-04-28

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-6 The pursuit of riches is what many of us are after. Investing in valuable assets is a way of securing that wealth for our future. Putting your money into an asset with a possible risk factor may be a bit ... 27 MB Views 3843

8.0

The Wealth Pilot

2015-08-27

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+9 Wealth Pilot Account Information 8 MB Views 9800

7.7

Full House Finances for iPad

2015-08-07

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+21 Full House Finances is a complete financial services business offering everything you need to buy property. We are here to work with you and your family to achieve your financial goals... from right now, to right into the future. We specialise ... 12 MB Views 5227

8.5

Wealth Solutions

2015-12-19

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+17 This is another feature offered exclusively to clients as we continue to help you build bridges to financial prosperity. You can now take Wealth Solutions with you on the go. We want to keep our clients connected, confident and informed ... 4 MB Views 2535

8.4

Sean Ong Investment Advisor

2015-06-11

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+9 This app has been developed to help introduce my investment and personal financial planning services and products to my existing clients to help increase interaction and provide real time updates to events, new product launches and other exciting promotions. Many useful ... 16 MB Views 5584

9.1

Citywire Wealth Manager

2015-04-08

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+13 The Wealth Manager iPad app provides a new dimension for the favourite information source of Britain’s leading discretionary wealth managers and fund researchers. Powered by Citywire, Wealth Manager provides a rich daily mix of news, comment, insight, investment analysis and insider ... NAN Views 8911

7.2

Wealth Enhancement Group

2015-01-27

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+13 All the resources you need to learn about planning for retirement—written in plain English. Articles, videos and the "Your Money" radio show brought to you by the Wealth Enhancement Group Roundtable team of advisors and specialists. Wealth Enhancement Group is a ... 12 MB Views 8572

7.9

Capital One Investing for iPad

2015-12-03

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+2 Capital One Investing for iPad gives you the straightforward tools and features that you need to make informed investment decisions and take control of your financial future. With easytouse research tools, a simple comparison engine and portfolio analysis features, our ... 24 MB Views 1429

8.3

Independent Wealth Consultants

2015-04-30

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0 Welcome to the newest innovation in financial services. With our new app you can reach out anytime with questions, concerns and comments. Need an appointment? Schedule it easily here. Have a question about an investment or a concern about your ... 7 MB Views 8083

8.6

Braymen Lambert Noel Investment Management

2015-10-17

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+4 Welcome to Braymen, Lambert and Noel Securities, Ltd we are an independent fully disclosed broker / dealer firm with over 100 years of experience in the financial services industry. We are headquartered in San Antonio, Texas with branch offices in ... 6 MB Views 4456

8.0

工银国际

2015-10-21

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+17 ICBC International Holdings Limited (“ICBC International”) is the whollyowned investment banking subsidiary of the Industrial and Commercial Bank of China. Committed to provide comprehensive, convenient, efficient and secure securities investment services to our corporate and individual clients in People’s Republic ... 9 MB Views 350

8.5

Wealth & Beyond

2015-11-11

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0 Wealth & Beyond is a digital magazine dedicated for HSBC customers to share information about lifestyle and wealth management. Wealth & Beyond presents the inspiring stories about education, entrepreneurship, and assist your strategic financial planning. This app also features alternative ... 6 MB Views 6105

8.0

The Premier Partnership Limited

2015-03-26

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+19 The Premier Partnership Limited offer many services; helping you make the most of your finances. We offer many services to our individual clients, such as investment and taxation advice along with pension and estate planning. We are Independent Financial Advisers and ... 14 MB Views 5730

8.6

Avendus Wealth for Phone

2015-12-30

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+8 The Avendus Wealth App for iOS gives you secure access to your investment portfolio, allowing you to view asset allocation, returns, comparison with benchmark returns and holdings conveniently at anytime from your mobile devices. 4 MB Views 9136

9.7

Wealth Projector

2015-06-30

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-4 Interactive game that allows users to create a personalised wealth report through dragging and dropping icons. NAN Views 3497

7.4

Crescent Financial Solutions

2015-04-10

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+2 Crescent Financial Solutions are financial services professionals located in Brisbane. Our range of financial services include financial planning, wealth creation, superannuation and risk insurance. Welcome to our Mobile App. We hope you find it interesting and informative, perhaps even inspiring you ... 3 MB Views 6724

7.3

Texas Legacy Wealth

2015-03-11

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+2 This app allows clients of Texas Legacy Wealth Management (TLWM) to view account values, performance reports, and allocations. 4 MB Views 2523

8.1

Cornerstone Wealth Portal

2015-03-26

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+4 Cornerstone Asset Management brings you their Wealth Portal. 34 MB Views 9131

8.9

永豐金融集團

2015-04-27

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+19 Wing Fung Financial Group smartphone app, a collection of bullion, securities, future & forex trading platforms in one, and also, gathered information for the group’s services. Let your diversified investment portfolio controlled within your fingertips, anytime, anywhere. Highlights of the ... 22 MB Views 9289

9.1

NCB

2015-08-07

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+5 NCB Mobile Application provides you with onestop banking and investment services, as well as the latest financial information, helping you manage your wealth flexibly. New features: Personalised setting: You can flexibly arrange the homepage setting according to your preference, retrieving the information ... 45 MB Views 6761

8.9

iSecure Retirement

2015-11-08

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-6 BondStreet Wealth Management Bio BondStreet Wealth Management offers a widerange of services to our clients with no hidden fees. Because we are an independent Registered Investment Advisor, we are able to offer customized solutions for our clients with no constraints on ... 8 MB Views 1939

7.0

UBS Wealth Management

2015-05-17

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-4 Stay connected to your investment goals while on the go. The UBS Wealth Management app is a new digital offering that provides Wealth Management clients of UBS Singapore and Hong Kong with access to UBS Wealth Management while on the go, ... 29 MB Views 120

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