Your long-term dollars deserve a long-term portfolio. With Ivy Invest, take advantage of being a patient investor with a portfolio that includes traditional and alternative assets like private equity, venture capital, private credit, real estate, and more. LONG-TERM INVESTING FOR YOUR LONG-TERM ASSETS The world’s largest long-term investors don’t invest in just stocks and bonds. Now we’re b... - More info on Ivy Invest...

With Fundrise, you can build a portfolio of private market investments, like real estate, venture capital, and private credit. Fundrise is America’s largest direct-to-consumer alternative asset manager, serving more than 2 million people. We have invested in a $7+ billion portfolio* that is uniquely well-positioned to preserve and grow your capital in any market environment. REAL ESTATE Private... - More info on Fundrise: Invest in ...

Invest with confidence using Alinea, where investment experts construct portfolios tailored to your goals and AI Allie powers insights that helps you understand and optimize your investments. Track performance, visualize growth, and make informed decisions. Key Features: - Expert Portfolios: Built by professional investment managers. - AI-Powered Insights: Instantly understand portfolio performan... - More info on Alinea: Personalized...

We believe that a better-connected investment community makes a bigger difference in the world. iConnections brings the investment management community together, creating stronger relationships and unique opportunities every day. We’ve reimagined how the industry connects, through a secure, information-rich and enjoyable community. iConnections makes it easy to find the right people, schedule an... - More info on iConnections LLC...

Since 1984, Morningstar has served investors with the resources they need to make sound financial decisions. Now you can experience the best of our flagship website with Morningstar Investor’s companion app. Morningstar Investor helps you refine your investing strategy and maximize your returns with our expert analysis and tools. Monitor the markets, access comprehensive investment data coveri... - More info on Morningstar Investor...

Money is the #1 source of stress for Millennials and Gen-Z. Our team is here to take that off your plate. We’re a modern wealth management firm pairing a dedicated advisory team with in-house professional investment management. So you get personal guidance *and* active portfolio management, all in one place. The result? A private wealth advisor in every pocket without the high fees and minimum... - More info on Titan: Your Investme...

Wealthbox is the companion mobile app to web-based Wealthbox CRM for financial advisors. Manage your client relationships with ease and stay up-to-date on activities within your firm with this full-featured CRM app. Notable Features: • Simple and secure login with support for Face ID, Touch ID, and Password Autofill • Access maps on Contacts for turn-by-turn directions • Push notification... - More info on Wealthbox...

The IFA app, from Index Fund Advisors, is an educational resource for investors. Index Fund Advisors provides personalized fiduciary wealth services to help clients achieve their long-term financial goals. The IFA app makes it easy to: • Connect with IFA's Wealth Advisors via phone, email or Facetime for personalized advice based on your financial goals • Read and share evidence-based inve... - More info on Index Fund Advisors...