Top Investment Management Software & Apps of 2020

Investments - Complete Controller
In today’s world, the advancement of technology is ever on the rise, and no country goes without feeling the effects of this new age revolution. Smartphones have been integrated into our lives as a valued tool that can help with a multitude of activities, such as controlling personal finances or investing in property online. Technology has been so integrated into modern society that a study conducted by eMarketer showed that in 2016 a total of 7.9 million civilians have smartphones and laptops, which translates into 45% of the population. The country with the highest penetration rate was America, with the forecast for 2018 predicting an increase by 52% of the US population. This data has led to the development of many apps and software that help people control their personal finances. Listed below, we have the best mobile applications and software to plan and manage finances. Check out America's Best Bookkeepers

1- Fintonic

This is one of the most famous applications to control finances and is totally free. Fintonic allows users to record the movements of their accounts, check your available balance, and matches you with a personal assistant who advises on how to dispose of your finances. It is available for iOS and Android.

2- DollarBird

If you are looking for a mobile application that manages money along with a personalized calendar, this is the app for you. The personalized calendar helps with programing and totaling expenses and income depending on the date. This application is also incredibly user-friendly. It is available for both Android and iOS.

3- MoneyWiz 

This application allows you to control your accounts, create expense receipts, form budgets, record income and expenses, manage balance transfers between accounts, and provides you with insight into financial behavior in the future. This is one of the most complete and efficient applications to manage personal finances with ease for many people. It is available for both IOS and Android.   Check out America's Best Bookkeepers

4- iGasto 

This exclusive application functions on an IOS operating system and allows you to organize personal finances through its simple design. The user can organize expenses and receive daily, weekly, monthly, or annual summaries.  

5- Spendee 

This application allows users to record expenses on a timeline, which facilitates the management of income and expenses more visually and caters to people who have less than perfect financial knowledge and wish to organize their accounts. This app is available for both iOS and Android.

6- Control of expenses 

This totally free application is available for Android and allows the users to optimize control over daily expenses. The differentiating detail of this app is that users can attach images that justify or relate to each of their expenses, which assists in building awareness of personal financial habits.  

7- Whallet  

This app assists in managing finances easily and quickly. With it, users can organize expenses and income to categorize them and compare their evolution month by month. It can be downloaded from iPhone or Android phone. Check out America's Best Bookkeepers

8- WiseBanyan

WiseBanyan is a free (with paid extra features) computerized robo-advisor. This software administrator is awesome for new investors and business owners who wish to contribute while keeping tabs on their development. Wisebanyan’s central goal is to enable users to handle investments and finances in a better way. WiseBanyan provides users with many options and advises them on monetary objectives and business plans. This software balances everything from adjusting your investment portfolio to profit reinvestment, with an individually valued menu featuring additional highlights. This service is a totally online investment management service, and it is not intended to handle daily income or expenses. The free version of WiseBanyan includes the following features:

  • Investment management
  • Trades
  • Dividend reinvestment
  • Portfolio rebalancing
Check out America's Best Bookkeepers About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud-hosted desktop where their entire team and tax accountant may access the QuickBooks™️ file, critical financial documents, and back-office tools in an efficient and secure environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity. Check out America's Best Bookkeepers