Plante Moran Wealth

INVESTRADE

INVESTBANK

Finance

Why INVESTRADE INVESTBANK clients can access global investment possibilities across markets and multiple asset classes, whether you are a new or a sophisticated investor you will find INVESTRADE a convenient platform on both web and mobile application where you can invest your money anytime and...

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.

GlobalWealth Access

Fi-Tek, LLC

Finance

GWA lets authorized users access their wealth management portfolio data in a simple, easy to understand user interface. Requirements: You need to be an authorized GWA user to have access to this application. If you would like to request access, please contact your representative at Fi-Tek, LLC.

Marina Wealth

Marina Wealth Advisors, LLC

Finance

Marina Wealth Advisors (MWA) is a fee-only financial planning and investment management firm for high net worth individuals. You want to spend time with family and create more wealth – we’re here to take the stress of managing your investments and financial life off your hands.

PMM Wealth

MBI Investment Advisors, Inc.

Finance

The PensionmarkMeridien Wealth app offers clients access to account details on the go. Use the app to check your account values, performance, transaction history and more. The platform utilizes highly secure layers of control to protect your information.

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.

Pfund

Putra Aldi Arifin

Finance

This is a comprehensive investment management application designed for users who desire precise tracking, in-depth analysis, and continuous optimization of their investment portfolios.

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.

Mintbox Advisory

MINTBOX ADVISORY LLP

Finance

Mintbox Advisory is one-stop shopping for all your Financial needs.

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.

Weston Banks Client Portal

Weston Banks & Company, LLC

Finance

The Weston Banks Wealth Partners app enables clients to access portfolio data in a simple, elegant interface. Requirements: You must be an authorized user for the application.

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...

CLA Wealth Advisors

CLIFTONLARSONALLEN LLP

Finance

With 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...

Fiducient Advisors

Fiducient Advisors LLC

Finance

The 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.

Whelan Financial

Whelan Financial, Inc.

Finance

Access your Whelan Financial Client Portal on your mobile device! View your portfolio balances, performance, quarterly statements, and more…anytime.