Plante Moran Wealth

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.

Envestnet Client View

Envestnet Financial Technologies, Inc.

Finance

'Take control of your finances with Envestnet Client View, the mobile app designed to simplify your financial life and empower you to achieve your financial goals. Whether you're a seasoned investor or just starting your financial journey, this app has something for everyone.

Savvy Wealth

Savvy Wealth, Inc.

Finance

Our app has been designed exclusively for Savvy Wealth clients. Take control of your financial journey with ease, whether you're at home or on the go. We specialize in technology-driven wealth management to provide a seamless view over your full financial landscape.

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.

SGH Wealth Management

SGH Wealth Management, LLC

Finance

SGH Wealth Management provides its clients with next-generation portfolio reporting to help you effortlessly monitor your investments and overall financial picture.

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.

Monument Wealth

Monument Wealth Management, LLC

Finance

Welcome, clients of Monument Wealth Management! This app is specially designed to give you mobile access to your Monument Client Portal.

FinDarts

FINDARTS FINSERV PRIVATE LIMITED

Finance

FinDarts is one-stop shopping for all your Wealth Management needs.

First PREMIER Bank Trust

First PREMIER Bank

Finance

First PREMIER Bank’s Trust Online Mobile app allows you to quickly view your portfolio balances on the go.

Dominion Wealth

Dominion Wealth Management, LLC

Finance

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

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.

Dakota Wealth Management

Dakota Wealth Management, LLC

Finance

This 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...

Safe Home Finance

SAFE HOME FOR GENERAL TRADE, REAL ESTATE INVESTMENT AND FINANCIAL SUPPORT LIMITED

Finance

Safe Home Finance mobile application, which provides convenient and practical access to your Sharia-compliant financing and investment transactions, offers many innovations to our individual customers with its easy, understandable and user-friendly interfaces. * With the calculation infrastructure...

CPF Mobile

Central Provident Fund Board

Finance

CPF Mobile provides you with easy access to your personal CPF information on the go and quick access to your CPF statement and services to manage your CPF.

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...