Dominion Wealth
Dominion Wealth Management, LLC
Finance
This Mobile App allows you to view account information, balances and easily contact your advisor.
Free
Finding alternatives to
Top 20 Alternatives
Curated apps similar to WealthCounsel, ranked by relevance and user ratings.
Envestnet Client View
Envestnet Financial Technologies, Inc.
Finance
'Take control of your finances with Envestnet Client View, the mobile app designed to simplify your financial life and empower you to achieve your financial goals. Whether you're a seasoned investor or just starting your financial journey, this app has something for everyone.
Free
CLA Wealth Advisors
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...
Free
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#4 
WealthFluent
Ripsaw LLC
FinanceAt WealthFluent, we strive to empower everyone to confidently take control of their financial future and stay on track to meet their lifetime wealth goals.
Free -
#5 
eVestment
eVestment Alliance, LLC
FinanceFor institutional investors, consultants, asset managers and hedge funds subscribing to eVestment Analytics, this free app provides on-the-go access to manager research, due diligence, competitive comparisons, interactive charting and more.
Free -
#6 
Warren Street Wealth Advisors
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.
Free -
#7 
Alliance Wealth
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
Free -
#8 
First Residential
Mortgage Research Center, LLC
FinanceTake Control of Your Home Financing - Check eligibility and get preapproved for a loan that meets your homebuying goals. - Connect directly with your personal loan team through text, email or phone. Stay on Track - View new tasks added to your to-do list on the go. - Take and upload photos of...
Free -
#9 
Dakota Wealth Management
Dakota Wealth Management, 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...
Free -
#10 
Ritholtz Wealth Mobile
Ritholtz Wealth Management, LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
Free -
#11 
EmCentrix WCA
EmCentrix, Inc.
FinanceEmCentrix WCA is developed by EmCentrix Inc.
Free -
#12 
Financial Finesse
Track expenses, set goals, learn finance
Financial Finesse, Inc.
FinanceCheck wellness score and receive a personalized action plan. Track progress as action steps are completed. Interact with Aimee™ for guidance. Set goals and monitor improvements over time.
Free -
#13 
OpenArc Client Portal
OpenArc Corporate Advisory, LLC
FinanceThe OpenArc Client Portal mobile app makes it easy to access your portfolio, download performance reports, and connect with your advisor, all at your fingertips.
Free -
#14 
Epic Estates Mobile App
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.
Free -
#15 
Beneficiary Plan
Lightware Media Inc.
FinanceIn need of important estate planning documents? The Beneficiary Plan app helps families create customizable estate planning documents in minutes.
Free -
#16 
SSWP Client Access
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.
Free -
#17 
CI Direct Investing
WealthBar Financial Services Inc
FinanceConvenient 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...
Free -
#18 
Fiduciary Trust International
Fiduciary Trust Company International
FinanceFiduciary 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.
Free -
#19 
Windsor Wealth
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.
Free -
#20 
FourstarWealth Client
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.
Free
App information from Apple App Store. WealthCounsel and related trademarks belong to WealthCounsel LLC.