Top InvestGlass Alternatives

InvestGlass is a Swiss automation platform for financial professionals, offering tools for CRM, portfolio management, and client engagement to enhance operational efficiency.

Looking for apps like InvestGlass? Explore similar apps and alternatives, ranked based on their features, categories, and use cases.

Groww

Groww

Groww is an investment and trading app to open a free Demat account, trade NSE/BSE stocks, invest in direct mutual funds (SIP or lump sum) and apply for IPOs; supports payments and account tools.

Wealthbox

Wealthbox

Wealthbox is a CRM for financial advisors, providing tools for client management, workflow tracking, and integration with financial software.

CoinGecko

CoinGecko

CoinGecko app tracks cryptocurrency prices, market stats, and news, offering portfolio management and analytics tools for informed investment decisions.

Fidelity

Fidelity

The Fidelity Investments app allows users to manage financial assets, monitor retirement savings, conduct trades, and access research and investment tools.

Koyfin

Koyfin

Koyfin is a financial analytics platform for advisors to track portfolios, analyze investments, create reports, and conduct stock research.

Coin Stats

Coin Stats

Coin Stats is a cryptocurrency portfolio management app that tracks assets across exchanges and wallets, providing analytics and trading tools.

Investipal

Investipal

Investipal is an AI-driven app for portfolio management that automates investment policy creation, offers personalized advice, and tracks investments with real-time updates.

Trade Republic

Trade Republic

Trade Republic is a financial app for investing in stocks, ETFs, and cryptocurrencies with low fees, automated savings plans, and a user-friendly interface.

DEGIRO

DEGIRO

The DEGIRO app allows users to trade various financial instruments globally at low costs, providing tools for easy portfolio management and access to market information.

ICICI Direct

ICICI Direct

The ICICI Direct app enables users to trade stocks, manage investments, and analyze market data, offering tools for equity portfolios, F&O trading, and systematic investments.

Moneycontrol

Moneycontrol

Moneycontrol is a finance app for tracking Indian and global markets, managing investments, and accessing financial news and analysis.

CoinTracker

CoinTracker

CoinTracker is a cryptocurrency portfolio manager and tax software that tracks investments across exchanges and automates tax reporting.

CoinTracking

CoinTracking

CoinTracking is a portfolio manager for cryptocurrencies, offering tools for tracking assets, analyzing performance, and generating tax reports.

Bibit

Bibit

Bibit is a mobile app for investing in mutual funds, allowing users to manage and track their investments easily with integrated financial services.

토스증권

토스증권

Toss Securities is an investment app that enables users to manage stocks and other financial products, providing market data and trading tools.

Morningstar

Morningstar

Morningstar Office is a portfolio management platform for RIAs, offering data integration, client reporting, portfolio monitoring, financial planning, and CRM tools.

Bitsgap

Bitsgap

Bitsgap is a platform for automating crypto trading, featuring trading bots, portfolio management, and tools for risk management across multiple exchanges.

Hargreaves Lansdown

Hargreaves Lansdown

The Hargreaves Lansdown app is an investment platform for managing portfolios, providing access to various financial products and educational resources.

Trader Make Money

Trader Make Money

Trader Make Money is a trading app for managing investment portfolios, offering real-time data, customizable analytics, and AI recommendations for stocks and cryptocurrencies.

Stock Rover

Stock Rover

Stock Rover is an investment analysis platform that helps users screen stocks, track portfolios, and analyze performance across major brokerage accounts.

Stockbit

Stockbit

Stockbit is a stock investing app that allows users to discuss, analyze, and trade stocks with real-time market data and community insights.

E*TRADE

E*TRADE

The E*TRADE app allows users to trade stocks and ETFs, access mutual funds, analyze markets, manage portfolios, and stay updated on investment trends.

mStock

mStock

mStock is an investment app that allows users to trade stocks, mutual funds, and more with zero brokerage for life while providing real-time market data and investment tools.

Trading Terminal

Trading Terminal

Trading Terminal is a trading platform for analyzing stocks, futures, crypto, forex, and bonds, offering tools for real-time data, charting, and portfolio management.

SBI Securities

SBI Securities

Mobile app for stock trading and investment management: buy/sell equities, mutual funds, IPOs, SIPs, F&O; open a paperless Demat 3‑in‑1 account; view real‑time quotes, charts, alerts and portfolio tools.

Coin Market Manager

Coin Market Manager

Coin Market Manager is a tool for tracking and analyzing cryptocurrency portfolios across multiple exchanges, offering automated journaling and performance analytics.

SSI iBoard

SSI iBoard

SSI iBoard is an online trading platform for securities, enabling buying, selling, and managing investments with real-time insights and portfolio tools.

XP Investimentos

XP Investimentos

The XP Investimentos app allows users to manage investments, track portfolios, and access market data and financial products in a user-friendly interface.

Motilal Oswal

Motilal Oswal

The Motilal Oswal app enables users to invest in Indian stocks, mutual funds, options, and US stocks, providing portfolio management and market insights.

InvestEngine

InvestEngine

InvestEngine is an ETF investment platform that allows users to manage portfolios commission-free, offering DIY and managed options with fractional investing and various account types.