Fountainhead

This Mobile App allows you to view account information, balances and easily contact your advisor.

#5

iCapital,LLC

iCapital, LLC

4.2

This Mobile App allows you to view your iCapital account information, balances and easily contact your advisor.

#6

Pinnacle Wealth

Pinnacle Wealth Planning Services, Inc

This app allows clients of Pinnacle Wealth Planning Services to access their financial and investment planning.

#7

Mintbox Advisory

MINTBOX ADVISORY LLP

Mintbox Advisory is one-stop shopping for all your Financial needs.

#8

SSWP Client Access

SageSpring Wealth Partners, LLC

View 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.

#9

Around Earnings

Eigennet LLC

Our 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.

#10

Freestone Capital Management

FREESTONE CAPITAL MANAGEMENT LLC

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...

#11

Dominion Wealth

Dominion Wealth Management, LLC

This Mobile App allows you to view account information, balances and easily contact your advisor.

#12

CapAdv

Capital Advisors Wealth Management, LLC

The Capital Advisors mobile phone applications enables our Clients to access their portfolio data in a simple and elegant interface. Requirements: You need to be a Client of our Firm to be authorized to download this application. Please call us at 866.469.5030 for any questions.

#13

Clearwater Capital Partners

Clearwater Capital Partners, LLC

(3)

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...

#14

Cedar Point Capital Partners

Cedar Point Capital Partners, LLC

(3)

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...

#15

Strategence Capital

Strategence Capital, LLC

Use your Strategence Capital app to view your current portfolio, including positions and performance. Add in your outside retirement plans. Contact us with quick links to our contact information. Access information from our website.

#16

Dunham Mobile

DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.

4

Access your Dunham account, statements, confirmations and reset your password.

#17

PurposePath

PurposePath Capital, LLC

On demand access to your most important financial information is more convenient than ever with PurposePath Capital's mobile app. This app provides access to your account balances, client reports, performance data, and secure, two-way client vault.

#18

MyConfluence

Confluence Wealth Services, Inc.

4

The MyConfluence mobile application provides authorized Confluence Financial Partners clients with seamless access to their financial plan, investment accounts, and important documents—all in one secure and intuitive platform.

#19

Foster Financial

Foster Financial Services, LLC

(3)

This secure, easy-to-use Foster Financial App offers 24/7 access to view your investment accounts, performance reports and important documents—all in one place. Stay connected with your advisor and informed about your financial progress.

#20

First Financial Trust Mobile

First Financial Bank National Association

The new First Financial Trust Mobile app provides you with a clear, complete, and simple way to view all your accounts – accessible from anywhere. It’s never been easier to view your account activity and your current portfolio holdings, as well as view statements and tax documents.