Curated apps similar to Wealthscape Investor℠, ranked by relevance and user ratings.
Deseret Mutual Benefit Administrators
Finance
The DMBA WealthCare App provides a single access point for members to manage their FSAs, HSAs, LPFSAs, and Dependent Care FSAs. This mobile app gives you access to manage your account, payments and reimbursements, submit a claim, and much more.
Investors Community Bank (MO)
Finance
Download our new mobile banking app to check balances, transfer money, pay bills, plus much more. Our mobile banking app is designed to help you manage your finances anywhere, anytime! You must have an Investors Community Bank online banking user name and password prior to use.
RightCapital Inc.
Finance
RightCapital provides a clear, complete, and simple way for you to view and track your financial life and connect with your financial advisor.
The Bank of Nova Scotia
FinanceThe Scotia Wealth Management app offers account access on the go. You can view your portfolio and account details, see your asset mix, download statements and tax slips and more. For optimal performance and security, update your device to the latest version of iOS.
Industrial Alliance Insurance and Financial Services Inc.
FinanceSecurely monitor your portfolio and stay in touch with your Investment Advisor while you’re on the go! Now you can access all the same great features as our Client Portal, but in a convenient mobile app that keeps you connected with your investments anywhere and anytime.
Wedbush Securities, Inc.
FinanceThe ClientLink mobile app lets you access and manage your accounts and investments wherever you are.
REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED
Finance(This App is only for registered privileged investors.) Wealth Elite empowers Investors to invest online in top-performing mutual funds schemes, track and manage your Wealth portfolio, map your investments with your life's goals. Key Features of Wealth Elite: • Easy Portfolio Manager - We made...
HDFC Bank Ltd
FinanceAccess a wide range of financial solutions with the SmartWealth app. SmartWealth is an all-in-one investment app from HDFC Bank. With the SmartWealth app’s intuitive interface complex investments are now easy.
Neuberger Berman Group LLC
FinanceAccess 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).
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...
Tamarac Inc.
FinanceSee your complete financial picture and interact with your financial advisor using WealthView.
CFS INSURANCE & TECHNOLOGY SERVICES LLC
FinanceAccess Your Investments - Overview - Secure access with multi-factor authentication and integrated biometrics - See your account balances at an account, client or household level - Contact your financial professional with one click phone / email or learn more about their practice and values - View...
Lumiere Financial Group LLC
FinanceAs a client of Lumiere Financial Group you are able to access your investment accounts anytime and anywhere through your mobile device.
The Fisher National Bank
FinanceWith Fisher National Bank’s Mobile Banking App you can safely and securely access your accounts anytime, anywhere.
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.
Investcorp Holdings B.S.C. (c)
FinanceInvestcorp Wealth provides investors a seamless entry point into the world of alternative investments. Investors can create an account within the app and start allocating capital across a diverse platform of investment opportunities that provide highly attractive risk-adjusted returns.
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...
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.
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.
App information from Apple App Store. Wealthscape Investor℠ and related trademarks belong to National Financial Services LLC.