Plante Moran Wealth

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.

FTWA Wealth Access

FifthThird Bank

Finance

Fifth Third Wealth Advisors (FTWA) provides account access through Wealth Access. By working with your FTWA advisor, you can always be in touch with your financial goals.

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

SSWP Client Access

SageSpring Wealth Partners, LLC

Finance

View 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.

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.

CapAdv

Capital Advisors Wealth Management, LLC

Finance

The Capital Advisors mobile phone applications enables our Clients to access their portfolio data in a simple and elegant interface. Requirements: You need to be a Client of our Firm to be authorized to download this application. Please call us at 866.469.5030 for any questions.

Flock Homes Client Portal

FLOCK HOMES, INC.

Finance

Flock Homes helps investors stay connected to their real estate portfolios — anytime, anywhere. With the Flock Investor Portal app, you can view your ownership, track fund performance, and access detailed information about the homes and markets that make up your portfolio.

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.

First Oak Wealth Management

First Oak Wealth Management LLC

Finance

First Oak Wealth Management Mobile phone application enables authorized First Oak clients to access portfolio data in a simple, elegant interface. Requirements:  You need to be a First Oak user that has been authorized for the phone application.  If you would like to request access, please contact...

GWS&A

Global Wealth Strategies & Associates, LLC

Finance

Global 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.

TPW Portal

Tiller Private Wealth, Inc.

Finance

This App is solely for the investment clients of Tiller Private Wealth, Inc. and is strictly and solely related to investment reporting and secure document sharing.

Legacy Financial Advisors

Legacy Financial Advisors, LLC (U.S.)

Finance

The Legacy Financial Advisors app is a mobile client portal exclusively for Legacy Financial Advisors clients. The app gives clients a convenient, centralized location for accessing and managing all of their financial information and resources.

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.

Peterson Wealth Advisors

Peterson Wealth Advisors LLC

Finance

The Peterson Wealth Advisors mobile application empowers our retiree clients by providing seamless access to their client portal.

PENTAGRAPH

View portfolio, track investments, manage assets

PENTAGRAPH PARTNERS

Finance

Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, track historical performance, download transaction statements, and access one-click account statements.

Crestwood Advisors

Crestwood Advisors Group LLC

Finance

The Crestwood Advisors phone application allows their wealth management clients mobile access to the Black Diamond client portal, where client household & account information can be viewed in a simple, easy to understand format. Requirements: You need to be a Crestwood Advisors wealth management...