Curated apps similar to Indie Asset, ranked by relevance and user ratings.
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.
Adapt Wealth Advisors LLC
Finance
This Mobile App allows you to view account information, balances and easily contact your advisor.
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.
Precision Wealth Strategies, LLC
FinanceThis Mobile App allows you to view account performance, balances and easily contact your Precision Wealth Team
Bay Point Advisors LLC
FinanceThe 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.
Divvi Wealth Management, LLC
FinanceWelcome 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 Wealth Management, LLC
FinanceThe Apollon App allows you to view account information, balances, performance reporting, statements, gains/losses, estimated income yield, etc.
Performance Wealth Partners, LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
AIRE Advisors, LLC
FinanceThis mobile app allows clients of AIRE Advisors to view their account information, balances, asset allocation, financial plans and more.
Mayflower Advisors, LLC
FinanceMayflower Advisors’ clients can stay connected 24/7 with our Mayflower App mobile interface, which provides secure and customizable access for all your account data—including managed portfolio activity and balances, linked outside accounts, interactive and historic performance reporting, personal...
Clearwater Capital Partners, LLC
FinanceThis 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...
BlackDiamond Wealth Management Inc.
FinanceThis Mobile App allows you to view account information, balances, planning tools, and easily contact your advisor.
Chicago Partners Investment Group LLC
FinanceGain unparalleled visibility and control over your wealth with our exclusive mobile app, thoughtfully designed for high-net-worth individuals and family offices. Seamlessly integrated with your wealth management plan, the app provides secure, real-time insights into your financial picture.
QUENT CAPITAL, LLC
FinanceFor 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.
Carvant Financial LLC
FinanceUse Carvant's customer portal to view and update information on your account including: • Balance and due date • Payment history • Make a payment online • Find locations near by where you can pay in person • Retrieve contract documents • Get a 10 payoff quote • Update your existing contact...
Confluence Wealth Services, Inc.
FinanceThe 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.
INTEGRATED ENTERPRISES (INDIA) LIMITED
FinanceThe application enables clients registered with Integrated Enterprises Backoffice to connect with Backoffice to track the leisure account in Indian Equity, Derivatives, Commodities and Currency markets. Member name :- INTEGRATED ENTERPRISES (INDIA) PVT LTD SEBI Registration Code :-...
Sarwa Investment Management Limited
FinanceSee a snapshot of your portfolio, access your distribution statements and update reports, and subscribe to new investments, all in one place through the Sarwa Investment app.
Choice Wealth Advisors, LLC
FinanceThis mobile app allows clients of Choice Wealth Advisors to view account information, balances, and easily contact your advisor.
Global Wealth Strategies & Associates, LLC
FinanceGlobal Wealth Strategies & Associates, LLC Private Client Portal. Provides an on-the-go access to view your accounts and personal balance sheet from anywhere at any time. You can review statements, account activity, and contact your advisor all from within this app.
App information from Apple App Store. Indie Asset and related trademarks belong to Indie Asset Partners, LLC.