Dominion Wealth
Dominion Wealth Management, LLC
Finance
This Mobile App allows you to view account information, balances and easily contact your advisor.
Free
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WealthCounsel
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This application is designed to provide WealthCounsel members, and other professionals interested in estate planning and related topics, with access to WealthCounsel community activity.
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CapAdv
Capital Advisors Wealth Management, LLC
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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.
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Flock Homes Client Portal
FLOCK HOMES, INC.
FinanceFlock 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.
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Quent Capital
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.
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Mintbox Advisory
MINTBOX ADVISORY LLP
FinanceMintbox Advisory is one-stop shopping for all your Financial needs.
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First Oak Wealth Management
First Oak Wealth Management LLC
FinanceFirst 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...
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GWS&A
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.
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#9 
TPW Portal
Tiller Private Wealth, Inc.
FinanceThis 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.
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#10 
Legacy Financial Advisors
Legacy Financial Advisors, LLC (U.S.)
FinanceThe 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.
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MyConfluence
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.
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#12 
Peterson Wealth Advisors
Peterson Wealth Advisors LLC
FinanceThe Peterson Wealth Advisors mobile application empowers our retiree clients by providing seamless access to their client portal.
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#13 
PENTAGRAPH
View portfolio, track investments, manage assets
PENTAGRAPH PARTNERS
FinanceManage 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.
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#14 
Crestwood Advisors
Crestwood Advisors Group LLC
FinanceThe 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...
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#15 
CLA Wealth Advisors
CLIFTONLARSONALLEN LLP
FinanceWith its intuitive layout and abundant customization features, the CLA Wealth Advisors app can present just the information you need in a format that is accurate, personalized, and easy to understand. Bold graphics and a tiled interface provide 24/7 access to: · Detailed portfolio...
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#16 
Fiducient Advisors
Fiducient Advisors LLC
FinanceThe Fiducient Advisors mobile phone application enables authorized Fiducient Advisors clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a Fiducient Advisors client authorized for the phone application.
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#17 
Fountainhead
Fountainhead Capital Management, LLC
FinanceThe Fountainhead Advisors App provides you with convenient and easy account access on-the-go. Now you can view your holdings summary, track your portfolio values, analyze your investments' performance, access the latest news and market commentaries and securely contact your advisor.
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Dunham Mobile
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.
FinanceAccess your Dunham account, statements, confirmations and reset your password.
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FourstarWealth Client
Eyeballs Financial LLC
FinanceFourStar 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.
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#20 
Monument Wealth
Monument Wealth Management, LLC
FinanceWelcome, clients of Monument Wealth Management! This app is specially designed to give you mobile access to your Monument Client Portal.
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App information from Apple App Store. Plante Moran Wealth and related trademarks belong to PMFA INC.