Investment Portfolio Management - Top Apps & Software

PHS

PHS is a trading app for securities and derivatives that provides real-time market data, portfolio tracking, watchlists, and multiple order methods for investors.

Fundhomes

Fundhomes is a real estate crowdfunding app that allows users to invest in Airbnb properties easily, track investments, and receive cash dividends without direct ownership.

Asym Capital

Asym Capital app connects accredited investors with diverse, recession-resistant real estate investment opportunities like mobile home parks and shopping centers.

Rundit

Rundit is a portfolio management and LP reporting platform for Venture Capital and Private Equity teams, streamlining data aggregation and reducing manual tasks.

SMArtX Advisory Solutions

SMArtX Advisory Solutions provides a streamlined platform for financial advisors to manage client portfolios, optimize investment strategies, and ensure compliance.

Pontera

Pontera is a fintech app that enables financial advisors to manage clients' retirement accounts efficiently, ensuring comprehensive wealth management.

NRI Wealth Management

The NRI Wealth Management app helps Non-Resident Indians manage their investments globally, offering tools for tracking assets, portfolio insights, and personalized financial planning.

OctaveWealth

OctaveWealth is a 401(k) management app designed to help organizations create retirement plans aimed at attracting and retaining employees.

Nest Wealth Plus

Nest Wealth Plus helps financial professionals onboard clients, manage investment portfolios, monitor accounts, and review client information online.

Nest Wealth Direct

Nest Wealth Direct helps Canadian investors manage personalized portfolios, track goals and accounts, and request deposits, transfers, or withdrawals.

BTG Pactual Perú

BTG Pactual Perú lets clients view investment information, consult their managed portfolios, and access securities brokerage and mutual fund services online.

BTG Pactual Colombia

View and manage investments, check balances and portfolio activity, make eligible transactions, download statements, and contact an advisor or customer support.

Racional

Racional lets users invest in automated or custom ETF portfolios and U.S. stocks, including fractional shares, with tools for goals and recurring deposits.

CapBay Invest

CapBay Invest lets users invest in Malaysian SME financing notes, manage and diversify portfolios, track returns and fees, and access Auto Invest and eligible secondary-market notes.

Kristal

Digital wealth management app for discovering, investing in, and monitoring investment portfolios based on financial goals and risk profiles.

POEMS

POEMS is an online trading and investment app for accessing global markets and trading stocks, ETFs, funds, forex, CFDs and futures, with portfolio tools and market data.

Syfe

Syfe is an investment and wealth management app for automated portfolios, stock and ETF trading, cash savings, portfolio tracking, and financial planning.

Endowus

Endowus is a digital wealth platform for Singapore investors to manage cash, CPF and SRS, choose funds or portfolios, track goals, and make recurring investments.

Carry

Carry helps self-employed people, entrepreneurs, and professionals manage tax-advantaged retirement and investment accounts, with tools for tax planning, investing, and retirement savings.

Tantiem

Tantiem lets users invest from €100 in selected real estate projects, receive rental income, track their portfolio, and potentially earn a gain when properties are sold.

Goodvest

Goodvest helps users manage savings and investments online through products such as life insurance and retirement plans, with environmental and social criteria.

Wio Capital

A digital wealth management platform for advisors and family offices to manage client portfolios, execute investments, analyze performance, and handle reporting across custodians.

Caption

Caption is an investment platform providing access to selected private equity, private debt, funds, and collectible assets, with online account and portfolio management.

Peaks

Peaks is an investing app for setting aside money and investing in diversified, sustainable ETFs through small deposits, recurring contributions, and risk-based portfolios.

Amdax

Amdax is an app for buying, managing, and monitoring selected digital assets. It supports personal and business accounts, portfolio management, and professionally managed investment strategies.

Asseta

Asseta is a family office platform that unifies accounting, banking, investments, bill payments, reporting, and financial workflows across multiple entities.

Portfolio Lab

Portfolio Lab helps self-directed investors research, build, simulate, and validate rules-based investment strategies using market data, paper trading, and portfolio analysis.

Driven

AI-powered platform for researching markets, analyzing and monitoring portfolios, developing investment strategies, and planning trades using financial data and automated workflows.

Krosos

Krosos tracks assets, debts, investments, and net worth, with read-only account sync, tax estimates, portfolio analysis, and forecasting in a private database.

Zypper

Zypper is a personal finance app for tracking accounts, transactions, investments, budgets, goals, and net worth, with reports, alerts, and AI-assisted financial insights.

Canaccord Wealth

A secure client portal for viewing and managing Canaccord Wealth investments, including portfolios, balances, transactions, documents, and messages with your Investment Manager.

Finqora

Build, track, and manage an investment portfolio across 23 global markets with AI finance tools. Free online portfolio builder.

Brisa

An AI wealth management app for users in the US and Canada that gives personalized financial advice based on their full financial picture.

HODLings

Private crypto portfolio tracker for web, iPhone, iPad, and Android with local storage, real-time prices, no account, no ads, and no subscriptions.

ArzDigital

ArzDigital is a Persian-language crypto app for tracking live prices, market news, watchlists, alerts, portfolio performance, and currency conversion.

Guardfolio

Guardfolio is a portfolio risk monitoring app that tracks investments across accounts, analyzes diversification and overlap, and sends alerts when allocation or risk changes.

Aegon UK

Manages UK pensions, savings and retirement investments, letting users view balances, track performance, and manage contributions and payments.

Mintos

Mintos is an investment app that lets users build and manage diversified portfolios across loans, bonds, ETFs, real estate, money market funds, and crypto ETPs.

Sovrenn

Sovrenn is an investment tracking and analysis app for managing mutual funds, stocks, insurance and NPS; it provides data, ratings, screeners, automated statement import, return and tax tools.

Dee Wealth

Manages and reports your complete financial portfolio (mutual funds, equity, bonds, FDs, PMS, insurance). Download statements, view performance and capital gains, invest in mutual funds, use financial calculators.

iFAST Financial Singapore

Mobile app for Singapore wealth management: view and manage investments (unit trusts, ETFs, stocks, bonds, DPMS), trade, approve transactions, monitor balances and research.

IFAST Capital MY

Allows advisers to use the iFAST platform to manage client and investor accounts, access investment products, and provide advisory services.

Plumify

Plumify lets users track transactions in real time, view detailed financial reports, request transfers, and manage affiliate networks from their phone.

Pentad Pen

Pentad Pen is a mobile app for securities trading and portfolio management, offering real-time market data, order execution, transaction history, alerts, and news.

DVS Associates

Manages and tracks complete financial portfolios (mutual funds, equities, bonds, FDs, PMS, insurance). Provides portfolio and transaction reports, capital gains, calculators, and online mutual fund investing.

RoboFi

RoboFi is a platform for managing and trading cryptocurrencies and DeFi tools, enabling secure wallet integration and portfolio management for users.

Frec

Frec is an automated investing app that allows users to customize portfolios with individual stocks, manage rebalancing, and optimize taxes for better financial control.