Curated apps similar to WealthCounsel, ranked by relevance and user ratings.
CLIFTONLARSONALLEN LLP
Finance
With its intuitive layout and abundant customization features, the CLA Wealth Advisors app can present just the information you need in a format that is accurate, personalized, and easy to understand. Bold graphics and a tiled interface provide 24/7 access to: · Detailed portfolio...
Lightware Media Inc.
Finance
In need of important estate planning documents? The Beneficiary Plan app helps families create customizable estate planning documents in minutes.
EPIC RE VENTURES LLC
Finance
Epic Estates application allows partners to view your Investments, Properties (location, boundary, and all documents), Tax Documents, Operating Agreements, and Payments on your mobile application.
Alliance Wealth Advisors, LLC
FinanceYour Alliance Client Portal can help with: -Monitoring your personal balance sheet -View your investment accounts managed by Alliance -Store, share, and send key documents with our team of advisors -Link external accounts by using our account aggregation tool
PMFA INC
FinancePlante Moran Wealth provides Plante Moran Financial Advisors (PMFA) clients on-demand access to investment portfolio information. Plante Moran Wealth is exclusively for clients of PMFA and requires authorized access using a user ID and password.
Plan with custom scenarios
Equitable Financial Services, LLC
FinanceCustomize scenarios and view historical data in charts and graphs. Generate client-approved digital reports. Access structured capital strategies for volatility protection. Track portfolio performance and adjust investment allocations.
SageSpring Wealth Partners, LLC
FinanceView your financial picture, right at your fingertips — the SageSpring Wealth Partners mobile app makes it easy to access your portfolio, download performance reports, and connect with your advisor.
Seasons of Advice Wealth Management, LLC
FinanceWe at SOA Wealth Management are committed to helping you achieve your financial potential. With SOA Mobile you have secure access to your accounts, holdings, performance and activity.
Eyeballs Financial LLC
FinanceFourStar Wealth Advisor App The FourStar Wealth mobile app is the mobile version of the FourStar Wealth dashboard that financial advisors access from their web browser.
Warren Street Wealth Advisors, LLC
FinanceManage your financial future with confidence and convenience. The Warren Street Wealth Advisors app provides secure, on-the-go access to your investment performance, holdings, statements, and more.
Eigennet LLC
FinanceOur app is designed to provide you with up-to-date financial news and analysis that can assist you in making informed decisions when it comes to buying and selling stocks.
Global Wealth Strategies & Associates, LLC
FinanceGlobal Wealth Strategies & Associates, LLC Private Client Portal. Provides an on-the-go access to view your accounts and personal balance sheet from anywhere at any time. You can review statements, account activity, and contact your advisor all from within this app.
Windsor Wealth Management, Inc.
FinanceWith this app, clients of Windsor Wealth Management can check their account information, monitor their balances, and contact their wealth management team.
Excel Net Solutions Private Limited
FinanceWealth Cube is one-stop shopping for all your investment needs.
WealthyGen Solutions, Inc.
FinanceTake control of your future with the all-in-one money management tool – WealthyGen! Instantly see your net worth calculated in real-time and then set a goal for where you want it to be.
THE RETIREMENT PLANNING GROUP, INC.
FinanceThe Retirement Planning Group phone application is a simple, elegant interface that allows clients to review performance, account values, income, distributions, upload and download documents from their vault, link outside accounts to create a holistic Net Worth summaries and receive alerts from...
Capital Advisors Wealth Management, LLC
FinanceThe Capital Advisors mobile phone applications enables our Clients to access their portfolio data in a simple and elegant interface. Requirements: You need to be a Client of our Firm to be authorized to download this application. Please call us at 866.469.5030 for any questions.
BlackDiamond Wealth Management Inc.
FinanceThis Mobile App allows you to view account information, balances, planning tools, and easily contact your advisor.
Wealthisor LLC
FinanceA Halal Investing, Planning, and Wealth Management Platform that offers a user-friendly financial platform tailored for individuals seeking to invest in accordance with Islamic principles.
Peterson Wealth Advisors LLC
FinanceThe Peterson Wealth Advisors mobile application empowers our retiree clients by providing seamless access to their client portal.
App information from Apple App Store. WealthCounsel and related trademarks belong to WealthCounsel LLC.