Apps tagged with 'wealth-management'

Wealthfolio is a simple, desktop-based investment tracker. Your financial data is stored safely on your own computer Ditch the spreadsheets, forget about those pesky subscription fees, and no more worries about SaaS services playing around with your data.

Ghostfolio is an open source wealth management software built with web technology. The application empowers busy people to keep track of stocks, ETFs or cryptocurrencies and make solid, data-driven investment decisions.

Have you ever thought about what would happen to your digital assets like pictures, music, films and social media accounts if you died tomorrow? What about all the important documents like bank accounts, insurance policies and your will (if you have one...)?

BRXS is a fractionalized real estate investment platform where you can easily invest in rental properties, earn passive income from rent, and benefit from appreciation.

Retire is a web-based platform for users to connect their existing 401(k) and retirement accounts. Retire will save users $162,125 on average by getting them to switch from high expense fee mutual funds to low expense fee funds.

Altitude is an AI-native CRM that helps financial advisors manage clients, streamline workflows, and run their entire practice from one platform.

Unifimoney is a single mobile app that incorporates a high-interest checking account, credit card and Robo investment platform. Users are able to effortless model best practices in personal financial management. Maximizing short term passive income and long term growth.

A unified wealth management app that tracks stocks, mutual funds, and crypto in one dashboard with advanced dividend forecasting.

Freemium trading journal offering automated trade imports, AI analytics, customizable reports, goal tracking, and daily journaling to track and analyze trades.

Ryban is your complete wealth and portfolio tracker — beautiful, fast, and private. Track investments, monitor net worth, and plan retirement with Monte Carlo projections. All analytics run locally on your iPhone; only currency rates update when online.

Replace that pesky spreadsheet with this personal finance platform with portfolio tracking, expense tracking, 13+ financial calculators, and personalized insights. Track stocks, crypto, real estate, pensions, create goals and more with real-time price updates and multi-currency support.

Flexible Tools for DIY Wealth Management . The platform where you take control of the most important aspects of your financial life! Ripsaw® is a user-friendly set of tools for do-it-yourself, efficient wealth management.

With OnJuno, we are on a mission to make banking fair and transparent. Our aim is to create a cross-border digital banking platform that provides our members with an FDIC Insured high yield checking account.

Rosecut is your financial planning partner and investment manager that helps you achieve your long-term life goals. We offer access to financial knowledge and tools to help you grow your wealth.

Wealthy App helps you track, manage your investment portfolio and grow your wealth. You can now sync your multiple mutual fund portfolio automatically with Wealthy and it will show you a detailed analysis of your investments with recommendations.

Call Levels provides you with real time alert notification on current market prices.

A simple and affordable wealth AI tool for creating multi-channel content and research analysis.

Crowd Valley provides the full digital infrastructure needed for digital finance platforms and portals accessible through a single API. It offers a Digital Back Office for Online Investing and Lending.

Dough helps individuals who make more than $75k to build wealth by using tax optimization techniques. Connect your accounts, receive a clear financial plan, and Dough will automate it for you until you reach financial freedom.

A private personal net worth tracker. Track assets, liabilities, and net worth over time — no bank linking required. Supports 100+ fiat currencies and 800+ cryptocurrencies.

Leading Trading Software and a slew of mobile applications to include the Billion Disrupt Music Player. Those are pretty great products that the company has to offer.

Copia is a financial intelligence platform that helps you visualize, analyze, and optimize all your investments from one elegant system.

Manalyx is a complete wealth dashboard that gives you a neutral overview of all your assets in one place. Track stocks, ETFs, crypto, real estate, precious metals, watches and banking accounts – without recommendations or predictions, just clear data visualization.

Intelligent investing with a technological advantage, Algorithmic strategy finds and invests in wonderful growing companies selling for less than they are worth.

Complete wealth dashboard for individuals & couples. Stocks, crypto, real estate, retirement simulations, AI analysis. Works anywhere. Free tier available.