Monument Wealth

Pinnacle Wealth

Access financial data and investment plans

Pinnacle Wealth Planning Services, Inc

Finance

View account balances and transaction history. Access investment portfolios and performance reports. Schedule and manage financial goals. Receive alerts for account activity. Contact support for assistance with financial planning.

Morgan Stanley Research

Morgan Stanley

Finance

This app is for institutional clients of Morgan Stanley with valid Research entitlements. At Morgan Stanley Research, we lead with exceptional ideas. Our clients tells us it can be challenging to filter the signal from the noise.

Hohimer Wealth

Hohimer Wealth Management LLC

Finance

This app provides an intuitive dashboard of your finances, interactive reports, document vault and more- all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete portfolio. • Dynamic reports with current investment information.

MyLumiere

Lumiere Financial Group LLC

Finance

As a client of Lumiere Financial Group you are able to access your investment accounts anytime and anywhere through your mobile device.

SSWP Client Access

SageSpring Wealth Partners, LLC

Finance

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.

Castle Commercial Capital

Castle Commercial Capital LLC

Finance

WELCOME TO CASTLE COMMERCIAL CAPITAL MOBILE APP: Designed by people who love real estate funding – for people who love to get funded.

Quent Capital

QUENT CAPITAL, LLC

Finance

For Quent Capital clients, this mobile application provides an easy way to access your portfolio data from anywhere. You need to be a Quent Capital client that has been authorized for the client portal. If you would like to request access, please contact a member of the Quent Capital team.

Epic Estates Mobile App

EPIC RE VENTURES LLC

Finance

Epic Estates application allows partners to view your Investments, Properties (location, boundary, and all documents), Tax Documents, Operating Agreements, and Payments on your mobile application.

The Marion National Bank

MARION NATIONAL BANK INC

Finance

The Marion National Bank's Mobile App allows MNB members to securely manage your finances from the palm of your hand.

iCapital,LLC

iCapital, LLC

Finance

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

Plante Moran Wealth

PMFA INC

Finance

Plante 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.

NAV Portal

Nav Consulting Inc

Finance

All the features of the award-winning NAV Portal in a convenient mobile format. The NAV Portal enables investment managers, investors, and auditors to securely access accounting reports, risk analytics, and portfolio data; generate reports; monitor the status of fund activities, and log inquiries...

True Wealth Design

True Wealth Design, 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...

GS Custody Solutions

Goldman Sachs

Finance

Welcome to the Goldman Sachs Custody Solutions App, the digital-forward solution for the modern client. Goldman Sachs Custody Solutions clients can view portfolio summaries, positions, transaction history, and more readily on their mobile device.

Composition Wealth Portal

Composition Wealth, LLC

Finance

The Composition Wealth mobile phone application enables authorized clients to access portfolio data in a simple, elegant interface. Requirements: You must be a Composition Wealth client authorized to use the phone application.

BlackDiamond WM

BlackDiamond Wealth Management Inc.

Finance

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

Savvy Wealth

Savvy Wealth, Inc.

Finance

Our app has been designed exclusively for Savvy Wealth clients. Take control of your financial journey with ease, whether you're at home or on the go. We specialize in technology-driven wealth management to provide a seamless view over your full financial landscape.