Curated apps similar to Wealthscape℠, ranked by relevance and user ratings.
FinWise Bank
Finance
FinWise Bank's FREE Mobile Banking Application - optimized for iPhone and iPad devices.* FEATURES OF FINWISE BANK MOBILE BANKING •Deposit checks •Review account balances and transactions •Transfer funds between accounts •Pay bills** •View copies of cleared checks SAFE AND SECURE FinWise Bank...
Provident Funding Associates L.P.
Finance
Lock anywhere, track pipeline, create cases, upload conditions, and access your client’s information from wherever you are with The Mortgage Broker app from Provident Funding for iPhone and iPod Touch.
Neuberger Berman Group LLC
Finance
Access to your NB Private Wealth portfolio is now at your fingertips – anytime, anywhere. With the NB Private Wealth app, you can: • Sign in securely with Face ID / Touch ID and multifactor authentication (MFA).
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.
DSP ASSET MANAGERS PRIVATE LIMITED
FinanceEmbark on a journey towards smarter MF investing with the DSPMF app- an intuitive companion designed to simplify your investment decisions and help your money fulfil its potential. Intelligent Portfolio Insights: Effortlessly monitor and manage your portfolio through a tailored dashboard and gain...
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...
FEDGROUP HOLDINGS PTY LTD
FinanceDownload the Fedgroup App now and put your financial future in the palm of your hand.
Sunnyside Federal Savings and Loan Association of Irvington
FinanceBank wherever you are with Sunnyside Federal's mobile app for the iPhone! Available to all with online Banking. Available features include: Accounts - View all accounts and balances - View account transactions grouped by month - View check images Recent Activity - 90 days of account...
Goldman Sachs
FinanceGS Select clients can access liquidity and manage their money on the go. We know clients want more from their wealth partners today, which is why we’re pleased to offer our clients the convenience of the GS Select mobile app.
Wealth Partners Alliance, LLC
FinanceThe Wealth Partners Alliance Mobile App allows enabled clients to access portfolio data, view reports and statements, and communicate with your Wealth Partners Alliance Team in a simple, elegant interface. Requirements: You need to be a client of Wealth Partners Alliance that has been enabled for...
Pinnacle Wealth Planning Services, Inc
FinanceThis app allows clients of Pinnacle Wealth Planning Services to access their financial and investment planning.
Tamarac Inc.
FinanceSee your complete financial picture and interact with your financial advisor using WealthView.
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.
West View Savings and Loan Association
FinanceWest View Savings Bank Mobile Banking Manage your West View Savings Bank accounts anytime, anywhere-from your Apple mobile device with WVSB Mobile Banking.
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
Trade stocks, commodities, and mutual funds
Swastika Investmart Limited
FinanceManage trades for stocks, commodities, F&O, mutual funds, and more. Monitor real-time prices and execute buy/sell orders. View portfolio performance and track . Set price alerts and manage multiple accounts. Access research tools and market news.
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.
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...
Greyspace Financial LLC
FinanceThis app is for clients who use Greyspace Financial Services. View detailed analytic reports, load bookkeeping receipts, and schedule meetings all on your phone. An all-in-one encrypted portal for every client to access their business reports & bookkeeping documents.
App information from Apple App Store. Wealthscape℠ and related trademarks belong to National Financial Services LLC.