Altruist Client
Altruist Corp
Finance
Altruist gives you full access to your investments and your Altruist financial advisor.
Free
Finding alternatives to
Top 20 Alternatives
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iA Private Wealth
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Securely 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.
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Private Client Services
The Capital Group Companies Inc.
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Capital Group Private Client Services clients can access account information wherever and whenever with our mobile app.
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iCapital,LLC
iCapital, LLC
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Beacon Hill
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FinanceBeacon Hill Private Wealth mobile allows you to easily view your portfolio values and allocations.
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ICD Portal
INSTITUTIONAL CASH DISTRIBUTORS TECHNOLOGY, LLC
FinanceWherever you are, you can securely access ICD Portal to view your balances, exposure, and fund performance. Authorized users can: VIEW PORTFOLIO DASHBOARDS o See trade status and balances by portfolio, account or entity o Understand and monitor yields on investments o Review historical fund...
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#7 
Evelyn Partners Mobile
Evelyn Partners Group Limited
FinanceWelcome to the Evelyn Partner Mobile app – a more secure, stable and improved digital experience for our clients. With the app, you can: - Manage your Evelyn Partners investment portfolio - See your current portfolio values at a glance - Check the performance, assets and allocation of your...
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#8 
Dominion Wealth
Dominion Wealth Management, LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
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#9 
Epic Estates Mobile App
EPIC RE VENTURES LLC
FinanceEpic Estates application allows partners to view your Investments, Properties (location, boundary, and all documents), Tax Documents, Operating Agreements, and Payments on your mobile application.
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#10 
Ritholtz Wealth Mobile
Ritholtz Wealth Management, LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
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SSWP Client Access
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.
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#12 
Ameraudi
Interaudi Bank
FinanceView data for your Ameraudi account conveniently from your mobile device. This app allows you to monitor holdings, performance, reports and account activity.
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Wealth Partners Alliance
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...
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#14 
My Westmount
Westmount Asset Management Inc.
FinanceAccess all of your Westmount accounts directly from your mobile device. View account balances, current holdings, and portfolio performance, plus quarterly statements and more.
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#15 
ENZI Wealth
ENZI WEALTH LLC
FinanceThis Mobile App allows you to view account information, balances, and easily contact your ENZI Wealth advisor.
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#16 
Alliance Wealth
Alliance Wealth Advisors, LLC
FinanceYour Alliance Client Portal can help with: -Monitoring your personal balance sheet -View your investment accounts managed by Alliance -Store, share, and send key documents with our team of advisors -Link external accounts by using our account aggregation tool
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RPWA
Rise Private Wealth Advisors LLC
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#18 
Strategence Capital
Strategence Capital, LLC
FinanceUse 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.
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#19 
Precision Wealth Strategies
Precision Wealth Strategies, LLC
FinanceThis Mobile App allows you to view account performance, balances and easily contact your Precision Wealth Team
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#20 
Adapt Wealth
Adapt Wealth Advisors LLC
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App information from Apple App Store. Indie Asset and related trademarks belong to Indie Asset Partners, LLC.