Top 15 Most Popular Investment Manager Softwares | Nov 2024

1. J.P. Morgan Mobile

Access to J.P. Morgan Private Bank and J.P. Morgan Securities accounts on your iPhone or iPod touchEligible clients can view accounts, make transactions and access market intelligence.For J.P. Morgan Private Banking and J.P. Morgan Securities clients, it’s easy to manage your investment, banking, and credit accounts at anytime from your...... TpSort Score | 518,000,000

2. WealthBar

WealthBar makes online investing simple and easy. Our expert portfolio managers manage your investments for you using time-tested diversified portfolio strategies and at a cost that is a fraction of what expensive mutual funds and traditional financial advisors charge you. You will also work directly with your own personal financial...... TpSort Score | 239,000,000

3. U.S. Bank

What would you do if you had more time?Work, play, whatever you like > Get information quickly and schedule payments in advance.Live more, type less >Believe it or not, you can snap a picture to pay bills and make deposits.Stay close >Your family, friends or people you work with can...... TpSort Score | 94,300,000

4. USAA Mobile

USAA mobile gives you immediate and secure account access from your mobile device....... TpSort Score | 87,800,000

5. RBC Mobile

By selecting Install, you consent to the installation of RBC® Mobile¹, which gives you the simplicity and convenience of everyday banking and investing no matter where you are or what you’re doing. You are entitled to and consent to future updates or upgrades to RBC Mobile, which may be automatically...... TpSort Score | 87,200,000

6. KeyBank Mobile

Take control of your money, and bank the way you were meant to bank – anytime, anywhere. With a simple design and features that let you transfer funds, make payments, open an account and even deposit checks*, our iPhone app** has features that are streamlined for today’s on-the-go world. Our...... TpSort Score | 85,900,000

7. Capital One Mobile

Manage your Capital One® credit cards, Capital One 360?, and your Capital One® Bank accounts—securely and conveniently with our iPhone® app. View balances and recent activity, deposit checks, pay your bill(s) and schedule payments, move money, find branches/ATMs, and more. Simply use your existing Capital One Online Banking sign-in information...... TpSort Score | 34,900,000

8. Moneyspire

Moneyspire is the best free personal finance management and budgeting software for Mac, Windows, Linux and iOS (iPhone, iPad and iPod touch). Get your financial life in order and know where you stand with the Moneyspire money management software.FeaturesTrack your accountsKeep track of your bank accounts, credit cards, etc. and...... TpSort Score | 28,600,000

9. Loyal3

Democratizing the stock market, making it easy and affordable for everyone to invest in brands they love, and IPOs, fee-free.Our mission is to make it easy and affordable for people to own the brands they love. Own What You Love® reflects this principle.No fees charged for enrollment, transactions, or account...... TpSort Score | 28,300,000

10. Goldman Sachs Private Wealth Management

The Goldman Sachs Private Wealth Management app offers private clients mobile access to their portfolio data information, market news and insights from across Goldman Sachs. The Private Wealth Management app offers you: - Convenient access to your portfolio information, including positions, asset allocation and recent transactions- Easy, secure communication with...... TpSort Score | 8,770,000

11. Morgan Stanley

This application is for Morgan Stanley institutional clients with a valid Client Link account. Morgan Stanley clients can access the firm's investment research virtually anywhere, at any time with the new Morgan Stanley Research application for the iPad or iPhone. - The latest research from our industry-leading analysts...... TpSort Score | 6,370,000

12. Moneydance

Java-based money organizer very similar to Quicken. New version every year, minimal license fee gives you free upgrades for three years....... TpSort Score | 2,610,000

13. Vanguard

Long-term investing is now even easier. With this free app for iPhone®, the tools you need to securely manage your Vanguard accounts are at your fingertips.Now available– Create a watch list to monitor up to 30 funds, stocks, and ETFs on your device.– View the cost basis information for either...... TpSort Score | 2,560,000

14. Tangerine

Ever since we first opened for business in 1997, we've had a relentless drive to create the most exceptional banking experience for you, our Clients. We're proud to be known as the bank that helps Canadians save their money, and as a leader in simple and innovative everyday banking. It's...... TpSort Score | 2,200,000

15. Zapflow

Zapflow is a power tool that helps professional investors to finally ditch locally stored Excel sheets to move towards seamless deal flow, deal portfolio management. It has been developed for VC, PE, M&A and accelerators. Zapflow keeps track of incoming deals for faster processing and supports decision making with a...... TpSort Score | 1,140,000