Discover the top three investment management tools that simplify tracking and managing your finances. These platforms provide comprehensive features like account syncing, detailed reporting, and expert advice to optimize your investments effortlessly.

Top 3 Investment Management Tools to Streamline Your Finances

Effective financial management begins with staying organized. When handling investments, it's crucial to have clear visibility into fund movements and current valuations. Thankfully, advanced digital tools now make tracking and managing investments easier than ever. Investment tracking applications unify all your financial information, offering real-time updates on costs, market values, and returns. To assist you in selecting the best options, here are three leading investment management platforms available today:

Quicken Premier 2018
Provides an annual subscription option compatible with desktop, plus a mobile app and online portal for on-the-go management. Link your accounts—including debts, savings, checking, and investments—for comprehensive oversight. It offers detailed, customizable investment reports, account downloads, and tracking of income, dividends, fees, and more.

SigFig
This free platform supports syncing multiple investment accounts, creating detailed dashboards, and analyzing external portfolios.

SigFig manages assets exceeding $350 billion, collaborating with firms like Schwab, Fidelity, and Ameritrade. It leverages algorithm-driven strategies to enhance portfolio performance and optimize investment outcomes.

FutureAdvisor
Offers a three-month free trial with an advisory fee of approximately 0.5% of assets under management afterward. Features include tax-loss harvesting, access to licensed financial advisors, detailed portfolio dashboards, and comprehensive assessments of portfolio health based on performance, costs, and diversification.