Indie Asset

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.

Wealth Partners Alliance

Wealth Partners Alliance, LLC

Finance

The 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...

My Westmount

Westmount Asset Management Inc.

Finance

Access all of your Westmount accounts directly from your mobile device. View account balances, current holdings, and portfolio performance, plus quarterly statements and more.

NDVR Wealth

NDVR INC

Finance

NDVR designs and manages portfolios to meet the unique requirements of each of our clients. With this mobile application clients have insight into their portfolio performance and convenient access to their Advisor.

ENZI Wealth

ENZI WEALTH LLC

Finance

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

Alliance Wealth

Alliance Wealth Advisors, LLC

Finance

Your 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

Paragon Advisor

Paragon Advisors, LLC

Finance

Paragon Financial Advisors Mobile App allows you to easily view your portfolio values and allocations as well as contact your Advisor.

RPWA

Rise Private Wealth Advisors LLC

Finance

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

Strategence Capital

Strategence Capital, LLC

Finance

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.

Precision Wealth Strategies

Precision Wealth Strategies, LLC

Finance

This Mobile App allows you to view account performance, balances and easily contact your Precision Wealth Team

Bay Point

Bay Point Advisors LLC

Finance

The Bay Point Investor Portal is an online platform tailored for investors seeking a convenient and user-friendly way to track their Bay Point investment accounts. View account statements, personal documents, and track account progress from your mobile device.

Adapt Wealth

Adapt Wealth Advisors LLC

Finance

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

Bright Invest

Bright Investments, LLC

Finance

Bright Investments mobile application allows you to view account valuations, performance, and quarterly reports for authorized users, in an application developed specifically for mobile devices.

Divvi Wealth

Divvi Wealth Management, LLC

Finance

Welcome to Divvi Wealth Management's mobile application! Our app will allow you to view detailed information about your account, collaborate with our team and stay connected with your financial plan.

Apollon Client Portal

Apollon Wealth Management, LLC

Finance

The Apollon App allows you to view account information, balances, performance reporting, statements, gains/losses, estimated income yield, etc.

BlackDiamond WM

BlackDiamond Wealth Management Inc.

Finance

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

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.