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Best Tools for Agencies 2026

Updated: February 2026

Professional tools for marketing, design, and creative agencies. Manage clients, projects, and deliverables at scale. We've curated 6 tools specifically suited for agencies.

Key Takeaways

Wealthfolio is our #1 pick for investment apps for agencies in 2026.
We analyzed 6 investment apps for agencies tools to create this ranking.
3 tools offer free plans, perfect for getting started.
Average editorial score: 42/100 - high-quality category.

6 Investment Apps Tools for Agencies

1

Wealthfolio

Open-source, offline, and private investment tracker for desktop, mobile, and web.

Freemium

2

Freeport

Invest smarter in digital assets with human + AI expertise, non-custodial control, and vetted opportunities.

Paid

3

Bolt Checkout

Manage money, earn rewards, and trade crypto in a single mobile application.

Free

Trade Ideas

AI-driven stock scanning and charting platform for real-time momentum detection and trading signals.

Freemium89/100

TrendSpider

All-in-one market research and trading software for uncovering strategies, pinpointing opportunities, and timing trades.

Paid85/100

Copilot Money

Your money, beautifully organized. The money app that just works.

Paid80/100

Best Investment Apps for Other Use Cases

For Small Business For Startups For Enterprise For Freelancers For Teams

Frequently Asked Questions

What is the best investment apps tool for agencies?

Based on our analysis, Wealthfolio is the top choice for agencies, with a score of /100.

Are there free investment apps tools for agencies?

Yes! Wealthfolio, Bolt Checkout, Trade Ideas offer free plans suitable for agencies.

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