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.

Enrich Finance is a portfolio intelligence platform that helps DIY investors see their true asset allocation across all accounts, track progress toward goals, and make smarter rebalancing and tax 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.

An institutional-grade real estate intelligence engine providing predictive 10-year market forecasts and risk-adjusted investment analysis across 220+ countries.

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

Local-first wealth software for tracking assets, liabilities, investments, budgets and goals, with offline access, portfolio analysis and a local AI assistant.

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.

Stensor is an AI personal finance coach that turns financial confusion into real-time, step-by-step action plans. Equip your autonomous agent with 1,000+ custom AI skills to optimize debt and visualize your exact progress.

UpdraftFi brings your crypto wallets, DeFi positions, exchange accounts, and traditional assets together in one place, giving you a complete view of your net worth.

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.

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.

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 privacy-first subscription and recurring expense/bills tracker that works offline, keeps financial data on your device, supports multiple currencies, and reminds you before payments are due. Track Free trials, recurring bills & expenses with reminders, analytics & smart money insights.

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.

Patrimony is a personal net worth tracker built around a monthly logging habit rather than daily market-watching. Each month you enter the current value of your accounts — liquidity, investments, retirement — and Patrimony turns that into a clear picture over time: a net worth...

DonkyCapital is an advanced portfolio tracking software that combines powerful analytics with absolute privacy. Monitor stocks, ETFs, crypto, and real estate in one customizable dashboard, securely importing data without ever sharing your bank credentials.

X1 is an AI family office for households whose finances have outgrown one person's head: trusts, LLCs, properties, private investments, insurance, and a CPA, attorney, and advisor who don't talk to each other.

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.