Truepoint Wealth Counsel

eMoney Client Portal

eMoney Advisor

Finance

Enjoy a complete and secure view of your financial life with your personalized portal. KEY FEATURES AND BENEFITS: • All-in-One Account View: Easily connect and view all your accounts for a comprehensive view of your financial situation. • Track Spending and Investments: Stay on top of your...

True Balance Lite

Robert Wohnoutka

Finance

True Balance is an easy to use app for tracking your cash, personal or business expenses, purchases, sales, income, project costs, tax deductions, trip costs, vacation costs, or anything else and knowing the true balance. It has 12 independent tracking tapes each with a name and color that you...

Budgeting app+

Track income, expenses, and savings

Alisa Unzhakova

Finance

Track income and expenses with visual reports. View spending, income, and savings overview. Input transactions quickly and easily. Analyze spending patterns and savings opportunities.

My William Blair

William Blair & Company, L.L.C.

Finance

This 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...

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.

Finance 360

MY TOOL BOX PRO LLC

Finance

Finance 360: Empowering Your Financial Decisions with Expert Connections Overview: Finance 360 is not just an app; it's your gateway to personalized financial expertise.

Cedar Point Capital Partners

Cedar Point Capital Partners, 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...

Vestor Capital, LLC

Vestor Capital, 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...

GuideCenter

United Capital Financial Advisers, LLC

Finance

The GuideCenter app lets you experience total control and visibility into your financial life--no matter how complex. Know where you stand now and how your financial goals are progressing with Funding Score and HonestConversations updates.

Freestone Capital Management

FREESTONE CAPITAL 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...

Cashboard Expense & Budget

Rafael Bitencourt

Finance

Cashboard - Your Essential Ally for Personal Finance Management Cashboard is the ultimate app for transforming how you manage your personal finances, offering smart and practical solutions to optimize your money and ensure you always stay on budget. With Cashboard, you gain access to streamlined...

Empirical Wealth Management

EMPIRICAL 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...

Clearwater Capital Partners

Clearwater Capital Partners, 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...

Cerro Pacific Wealth Advisors

Cerro Pacific Wealth Advisors LLC

Finance

This Cerro Pacific Wealth Advisors app provides a 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 that provides a wholistic snapshot of your finances • Dynamic portfolio...

Crunch : Money Manager

Crunch App Ltd.

Finance

Crunch gives you full control over your finances—track expenses, manage budgets, and monitor your net worth in real time by securely linking your accounts, all in one powerful, convenient, and easy-to-use app. Key Features: All-in-One Dashboard: Link accounts from 18 major UAE banks for seamless...

Wealthspire Client Portal

Sontag Advisory 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...