Curated apps similar to WealthCounsel, ranked by relevance and user ratings.
Fiduciary Trust Company International
Finance
Fiduciary Trust International provides wealth planning, investment management, trust, estate and family office services designed to grow and protect your wealth through generations. As a Fiduciary Trust International client, you can use our mobile app to manage your accounts.
WealthBar Financial Services Inc
Finance
Convenient on-the-go access to savings, investments, and financial advice — so you can stay better connected to your money wherever you are. Whether you've got $1,000 or $1 million, accessing professionally managed investments and financial advice is ridiculously easy with CI Direct...
Alliance Wealth Advisors, LLC
Finance
Your 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
Lightware Media Inc.
FinanceIn need of important estate planning documents? The Beneficiary Plan app helps families create customizable estate planning documents in minutes.
EPIC RE VENTURES LLC
FinanceEpic Estates application allows partners to view your Investments, Properties (location, boundary, and all documents), Tax Documents, Operating Agreements, and Payments on your mobile application.
True Wealth Design, LLC
FinanceThis app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current...
WealthZero, LLC
FinanceWealthZero helps you reduce interest on debts, increase contributions to savings and investments, and see your full picture in one place. What you can do See your true net worth: Link accounts securely to view assets, debts, and trends at a glance. Visit the new AI Hub for a daily,...
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.
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.
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.
Yowlo Inc.
FinanceYowlo provides access to guided financial analysis and informed decision-making for individual investors. Every investment starts with an idea. Use our powerful and intuitive screening tools to choose which stocks to follow.
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.
Running Point Capital Advisors, LLC
FinanceRunning Point mobile phone application enables authorized Running Point Capital clients access portfolio and financial data in a simple, integrated and seamless interface. Requirements: You need to be a Running Point Capital client user that has been authorized for the phone application.
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.
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.
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.
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.
Church of God Benefits Board Inc
FinanceThe Church of God Benefits Board offers this application for enrolled members to view retirement account information.
Excel Net Solutions Private Limited
FinanceWealth Cube is one-stop shopping for all your investment needs.
App information from Apple App Store. WealthCounsel and related trademarks belong to WealthCounsel LLC.