Curated apps similar to Legacy Trust Family Wealth, ranked by relevance and user ratings.
Legacy State Bank
Finance
Start banking wherever you are with your Legacy State Bank Mobile for mobile app! Available to all Legacy State Bank online banking customers. Your Legacy State Bank Mobile for iPhone mobile app allows you to check balances, make transfers and pay bills.
Michigan Legacy Credit Union
Finance
Michigan Legacy Member Connect lets you securely interact with professionals you trust from anywhere.
Dakota Wealth Management, LLC
Finance
This 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...
LoyalTrust Bank
FinanceBank conveniently and securely with Loyal Trust Bank Mobile Banking. Now you can manage your finances anytime, anywhere - from your mobile device.
Rhame & Gorrell 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...
William Blair & Company, L.L.C.
FinanceThis app provides an intuitive view of your account portfolio value, documents, interactive views, charts, and more at your fingertips - all in a secure and easy-to-use mobile app. Top Features Include: • Mobile-friendly reports with optimized layout and spacing • Improved app navigation to make...
Track income, expenses, and savings
Alisa Unzhakova
FinanceTrack income and expenses with visual reports. View spending, income, and savings overview. Input transactions quickly and easily. Analyze spending patterns and savings opportunities.
View finances, chat with advisor, track expenses,
Tamarac Inc.
FinanceView financial data through an interactive dashboard. Access dynamic reports with current investment details. Store documents securely in a vault. Use budgeting tools to manage expenses. Communicate with a financial advisor within the .
LEGACY WEALTH LLC
FinanceThe Customized Legacy Wealth mobile app through Black Diamond enables Legacy Wealth clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a Legacy Wealth client
Fidelity Investments
FinanceThe free Fidelity Charitable ® app lets you: --Open a Giving Account --Recommend grants --Monitor the status of grants and contributions --See future one-time and recurring grant recommendations Easy ways recommend a grant; --From a list of previously supported organizations --By looking up a new...
View portfolio, generate reports, store documents
Hohimer Wealth Management LLC
FinanceView financial portfolio with an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely via a document vault. Access additional financial tools and features.
Michigan Legacy Credit Union
FinanceMichigan Legacy Credit Union Mobile provides members convenient access to our website, mobile check deposit, mobile banking, branch and contact information.
Midwest Financial Partner
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...
View balances, track transactions, transfer funds, manage
Heritage Bank (NE)
FinanceView account balances and recent transactions. Transfer funds between accounts. Activate and manage debit cards. Set up alerts and access customer support through the .
Vestor Capital, 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...
EMPIRICAL 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...
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.
Heritage International Bank and Trust Limited
FinanceIntroducing our new App for Heritage’s Mobile Banking Service! All your mobile banking services at your fingertips, on the go! Our Mobile Banking app is convenient, fast, and free! It is available to all Heritage Bank Customers.
FREESTONE CAPITAL 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...
App information from Apple App Store. Legacy Trust Family Wealth and related trademarks belong to Legacy Trust Company.