Best Investment Management Apps for iPad of 2024

Dealpath is the industry’s most trusted cloud-based real estate investment management platform, providing real-time access to vetted, secure, up-to-date investment data to empower collaboration, strategic, and predictive decisions. Investment and development firms leverage Dealpath as their command center for smart pipeline tracking, powerful deal analytics and collaborative workflows—driving maximum performance from pipeline to portfolio management. Founded in 2014, Dealpath has supported over $10 trillion in transactions with leading institutions across the world. Trusted by six of the top ten institutional investors, Dealpath enables real estate deal teams across North America to source, manage, execute and report on deals from one investment command center.

Smart Wealth Management technology for Banks and Custodians, Investment Advisors and Family Offices. We convert all input formats and protocols from different sources into a single standard output format. You can'reuse' our data formats to create new interfaces, which significantly reduces the time it takes to make new interfaces operational. m2Data allows financial institutions to provide secure, standardized data services for their clients with minimal operational impact. m2Wealth, one of the few system providers that has a fully operational EBICS capability, is one of them. M2 has created 'connectors" with a variety of European Custodians/Banks that have mandated EBICS to be their preferred connection protocol for daily distribution around the globe. M2 continues to work closely with financial institutions that mandate EBICS.

VADAR®, is the industry leader in revenue recovery and tax lien servicing software. We have 20+ years of experience in tax lien management, both on the government's "sell" side and the investor "buy" sides. This allows us to revolutionize the way private investors manage their tax liability portfolios. VADAR®, tax lien applications have processed and managed more that $2 Billion in tax lien investments and redemptions. Our future-proof, enterprise-grade LienApp®, tax lien software, combined with our expertise and award-winning customer support will save you time, effort, and money. Our cloud platform provides secure 24/7 access to your portfolio from any internet device.

MoneyWare is an integrated Wealth Management platform that allows wealth managers to manage their entire business life cycle, from front office to backoffice, without the need to use multiple systems. It allows wealth management firms to serve all types of client segments, including high-net worth individuals, single and multi-family offices as well as highly affluent clients. The wealth management software suite can be customized to address client management, portfolio management, compliance, client reporting and accounting. MoneyWare is a wealth management system that provides advisory, discretionary, and non-discretionary services.

IMSplus, an award-winning Investment Management platform, combines a range of solutions targeted at Investment Management firms with rich functionality and advanced technology. It can be used as a standalone platform or integrated seamlessly into any organization's Investment Management IT system. IMSplus was designed to be flexible and easy-to-use, and meet complex and changing business requirements in the global Investment Management space. All Investment Management operations are closely monitored and better managed. Tailored services per client segment ensuring improved customer experience. Rich functionality and state of the art architecture ensures that you can scale to any business change. All Investment Management operations are closely monitored and under strict control.

All asset classes are covered. This means that you have one platform for global views of all your portfolios, computations using specific metrics per asset class, and performance and analytics by the grouping most relevant to you. We calculate the performance components of multi-asset class portfolios using the specific metrics for each class. We cover listed equities and fixed income products, shares in long-only funds and share classes or series if hedge funds, cash and short term instruments, currency forwards and Private Equity and Real Estate investments. These can be done either directly or through partnerships. Futures and options are also available. You can also create your own investment structure. You can view and analyze your positions at any time, at any granular level, or group them according to what is relevant to you: asset classes, sectors and regions, asset manager, strategy level and any other criteria you may have.

Tindeco is a company that helps investment managers reduce complexity and increase automation in order to provide better investment management solutions for their clients. Tindeco VISION(c), a fully integrated investment management platform, is built with the most recent technologies. VISION is flexible, quick and easy to use. VISION is made up of our VISION Core Technologies and VISION Investors product suites. VISION CORE Technologies allows managers to do what they do now, with a significant improvement in efficiency and a greater emphasis on risk management. Our VISION Investments modules aim to give investment managers an edge and make them part of the industry disruption, rather than being a victim of it.

UNTAP is the next generation of portfolio management and value creation for Private Capital Markets. UNTAP Portfolio Management allows you to consolidate your financial results, create value planning and ESG metrics. - Greater confidence in achieving growth in Earned Value - Greater confidence in achieving sustainable returns. - Increased transparency between shareholders and investors It combines the power of portfolio monitoring, value-creation planning, and ESG tracking into one flexible solution. You can combine ESG metrics with portfolio monitoring and your VCP to measure, benchmark and improve sustainability goals. This will allow you to clearly show your stakeholders the positive changes that have been made to drive sustainable growth.

Tier1 Financial Solutions is a global leader in relationship management software for investment banking professionals, corporate and investment banking, and capital markets. Our clients are empowered to increase productivity, reduce risk and improve customer ROI. Tier1 provides the connectivity, tools, and workflows that enable collaboration, transparency, communication, and communication between capital market participants and clients. Our extensible developer toolkit, plug-ins, and Salesforce's solid encryption enable rapid custom application development using capital markets-grade security, configurable coverage models, and industry-specific business logic.

We offer wealth management as a service. A sophisticated platform that seamlessly integrates into your business can help you expand or modernize your wealth management delivery. Enabling modern wealth management delivery. OneVest can help you go to market faster, whether you are modernizing legacy programs or launching them for your first time. You can integrate wealth services into your platform to reduce overhead and get up-and running quickly. With an end-to-end platform, you can offer a modern customer experience. OneVest services can be embedded into your applications to provide a modern wealth management experience for your customers. You can create a custom wealth management experience with our API, which is easy to use by developers. You can make OneVest's wealth platform your own, without having to create it yourself. You can showcase your brand with web or mobile apps that let you get to market quickly. You can seamlessly manage wealth with your existing back office.

Backstop is the industry's best productivity software suite for institutional asset owners and investment managers. Backstop is tailor-made for foundations and investment consultants, family offices and pension funds. It also offers the best-in class, cloud-based productivity tools that help asset managers and allocators raise capital, manage their portfolios, and provide seamless service to their key stakeholders. Backstop CRM, Backstop IR and Backstop Research are the core products.

Trade software that helps traders grow their business and reduces operating costs. Facilitate trading and increase trading volumes. White label, pay-per-use trading platform. You can launch a digital advisor in a matter of days. We will take care of all the technical requirements of a modern robo adviser. Client Dashboards, Portfolio Rebalancing and OMS are all available to you. The white label online trading simulator is an excellent educational tool for the next generation. You can customize trading rules, manage student access, and track their progress via the back office portal. ETNA Trader is a one-stop solution for brokerages that are focused on self-directed investors. It also allows for commission-free trading. Conveniently packaged as platform-as-a-service ETNA Trader removes the burden of maintaining costly IT teams and infrastructure.

Our backend allows for secure and automated file uploads to registrars. Your data is always available, wherever you may be, because it is stored in a secure offsite location. It's simple and easy to use. A user-friendly interface that is not only beautiful but also much more efficient. Our automated processes can handle large amounts of data for thousands upon thousands of advisors. Upload your data to us to enjoy a seamless portfolio of all asset types. Group investor in Family accounts and Assign Relationship Managements and Sub-brokers. All clients have access to the information they require. Transact in an existing Folio or create new folios through seamless integration with NSE N MF. BSE Star MF. and MFU Platform. Send bulk emails to specific clients or prospects at a time with attached reports.

Agilis Wealth Management's philosophy is to help you manage the wealth of your clients, and in the process create more wealth for them and yourself. Agilis Wealth Management understands that you want to add that extra touch to client relationships. Agilis WM gives you a 360-degree view of your investors so you can manage them in the first degree. Portfolio Rebalancing - helping you get back on track with Trade Recommendations. Trade Order Management - a workflow designed to be easy and fast so that you can keep up with the markets. Risk Management - Compliance with regulatory and internal policies and limits. Analytics - Provides vital technical analysis. Model Portfolio - Benchmarking to indices and your own models.

Front Office Solutions simplifies the management of investment data for institutional investors with diverse portfolios. A workspace for portfolio managers and researchers who need to access data from both internal and external sources. This allows you to track meetings, emails, and calls. It also has a configurable design that allows you to personalize your workflow. This central platform supports the investment and operations teams that manage complex asset strategies, such as asset allocation, manager selection, and direct investing.

ZagTrader is a global market technology platform that has won numerous awards. It allows banks, brokers, and investment management companies to expand and manage their global operations. The platform integrates almost all functions within the organization, including front, data routing, risk management compliance, reporting and reporting.

Calculating accurate distributions to your equity investors is an essential activity for your private equity firm. However, complex waterfalls in fragile Excel spreadsheets take time away from more valuable work. As you make acquisitions and grow your company, the complexity of calculating distributions across multiple projects will continue to burden your team. Your investor's expectations regarding how they receive and interpret information related to their investments are changing. They expect transparency and availability, in addition to the trust relationship you already have. Modern wealth management and investment accounts use sophisticated web and mobile investor portals. The same expectation applies to commercial real estate investments. An investor dashboard is necessary to link your investors' information with distributions and investment information in order to meet this expectation.

All-in-one investment that is easy to use. Investor confidence. Trade stocks and ETFs, invest in crypto, or automate your investing. SoFi Money®, a cash management account, charges no account fees. You can save, spend, or earn cash back rewards for shopping with brands you love. You can earn 2% unlimited cash back* when you redeem it* to save or invest, or to pay off loans in a SoFi account. Plus, there's no annual charge. Fixed interest rates start from 2.99% APR* with automatic pay. Flexible repayment options. No hidden fees No nonsense. In just two minutes, you can get pre-qualified All online. Knowing your credit score is the first step to getting your money back on track. All your finances and credit can be tracked in one app. Our full range of insurance options will help you take care of your family, including ladder life insurance that is quick and easy. Lantern by SoFi allows you to compare PPP offers from a variety of lenders to ease your small business burden.

Addepar is a wealth management platform specializing in data aggregation and analytics as well as performance reporting. Addepar lets you spend your time on what is most important: building client relationships. Addepar consolidates all financial accounts to give you a comprehensive view of the client portfolios. Our industry-leading analytics and reporting software allows you to tailor insights and conversations to each client and build trusting relationships. Our digital tools allow clients to have encrypted access to their financial information from anywhere and anytime. Our custom reporting functionality can bridge back-office solutions. Our industry experts will help you understand your company's needs and get you up and running. To get started, you can access our online training portal and on-demand help center. Addepar uses best-practice safeguards, including role-based access controls and data encryption at rest as well as in transit.

GeoWealth, a leading financial technology platform and turnkey asset management platform (TAMP), combines a fully-integrated platform with best in class portfolio solutions. Our flexible platform with open architecture and proven investment strategies meet all the needs of institutional investors and investment advisors. This allows them to grow faster and better serve their clients. Our integrated technology platform is purpose-built to provide a complete solution in one place. Our trading expertise and team can help you manage client portfolios more efficiently. Reduce the time-consuming tasks you don't need and outsource them to us as you grow. We have the experience and solutions to help you maximize the wealth of your clients, increase efficiency in your practice, and improve your bottom line.

Wealth Elite is an Artificial Intelligence-based, WHITE LABELLED Multi-Assets SaaS platform for India’s top financial advisors. It includes powerful portfolio reporting & re-balancing, business intelligence, digital client lifecycle management (CLM), Powerful Portfolio Reporting, Powerful Portfolio Planning, Financial Planning, Research, Goal GPS, Video KYC and Financial Planning.

SponsorCloud is a rapidly growing investment management platform that serves thousands of individuals worldwide. We are focused on delivering solutions with rapid innovation. We deliver new product updates every 2 weeks to ensure our customers have the latest technology.