4 products
Wealth Management apps
Everything the AppRater community filed under Wealth Management, newest first. AppRater reviews every listing before it appears.
Unhedged
iOS · 21 recommendations
Unhedged - Using AI and algorithms to invest for you like a boss
Unhedged is the Australian fintech designed to outperform the market by using algorithms to trade. We’re making investing easy, transparent, and low cost. For the first time ever, you’ll have access to investment strategies that were previously only available for the rich and famous. All done with a super simple mobile app.
FutureVault
iOS · 45 recommendations
FutureVault - The #1 digital vault platform for financial services
FutureVault helps financial services companies save significant time and money by improving the way head office, advisors, and clients manage information and documents together in a secure, compliant, and easy-to-use Digital Vault. Our digital vault and document management workflow solutions transform the way organizations manage, store, and deliver client documents and statements, onboard and retain clients, attract and retain advisors, and manage compliance and audit readiness leading to significant operational efficiencies. By leveraging FutureVault’s technology, organizations save significant time and money in their day-to-day workflows.
BRXS
iOS · 21 recommendations
BRXS - Real estate investing made simple
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. On our platform, everyone can learn about real estate, discuss and discover opportunities with other members, invest with their friends, and get helpful insights. A perfect harmony of social and sustainability. This is only the beginning. We are working towards a future where all aspects of real estate investing are accessible to everyone!
IDX Insights
iOS · 17 recommendations
IDX Insights - Direct indexing for sophisticated RIAs
IDX Insights was founded to deliver custom research to institutional clients seeking smarter exposure to risk assets. We provide custom indexing, model portfolios and software development. IDX Insights is a pioneer in enhanced factor beta research and hedge fund replication, dedicated to raising the bar for market beta and creating value for investors. We aim to make an impact through our research insights and index development. Our index strategies are intelligently constructed from academic research and empirical evidence and are lead by our CIO, Ben McMillan.