MD Wealth

Douglass Winthrop Portal

DOUGLASS WINTHROP ADVISORS, LLC

Finance

Douglass Winthrop Advisors LLC is an SEC registered investment advisor for high net-worth individuals, families, trusts, and endowments. The Douglass Winthrop Client Portal application allows clients of the firm to access their quarterly reports and more in one easy to use application.

Sherman Wealth

Sherman Wealth Management, LLC.

Finance

The Sherman Wealth Management mobile app allows Sherman Wealth clients to view account balances, performance, statements, and various reports.

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.

Grand Wealth Management LLC

Grand Wealth Management, LLC

Finance

The Grand Wealth Management web application enables authorized Grand Wealth Management clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a Grand Wealth Management client with established credentials to use the application.

J.P. Morgan Spend Center

JPMorgan Chase

Finance

Select J.P. Morgan Commercial Card clients can use Spend Center to streamline expenses, automate reporting, and more with real-time visibility and controls. This application is available for J.P. Morgan Spend Center clients. Disclosure J.P.

ENZI Wealth

ENZI WEALTH LLC

Finance

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

OnePoint BFG

Bleakley Schwartz Cooney & Finney L.L.C.

Finance

OnePoint BFG Wealth Client Portal

Choice Wealth Advisors

Choice Wealth Advisors, LLC

Finance

This mobile app allows clients of Choice Wealth Advisors to view account information, balances, and easily contact your advisor.

Manhattan West

Manhattan West Asset Management, LLC

Finance

Manhattan West Client Portal app to view account information and balances.

MyConfluence

Confluence Wealth Services, Inc.

Finance

The 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.

WealthCounsel

WealthCounsel LLC

Finance

This application is designed to provide WealthCounsel members, and other professionals interested in estate planning and related topics, with access to WealthCounsel community activity.

JVL Wealth

JVL Associates, LLC

Finance

This app provides access to the Client Portal for clients of JVL Wealth Strategies.

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.

PFG Private Wealth

PFG Private Wealth Management, LLC

Finance

PFG Private Wealth Management Stay in control of your financial world—anytime, anywhere. The PFG WealthLink App is your personal wealth companion, giving you instant access to your portfolio, financial plan, and advisor support—all in a secure, easy-to-use platform.

Hudson Value Partners

Hudson Value Partners, LLC

Finance

Mobile Investor Access for clients of Hudson Value Partners. Specialists in Opportunistic Value Investing.

FourstarWealth Client

Eyeballs Financial LLC

Finance

FourStar Wealth Advisor App The FourStar Wealth mobile app is the mobile version of the FourStar Wealth dashboard that financial advisors access from their web browser.

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.