Hohimer Wealth

(6)

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

#5

Clearwater Capital Partners

Clearwater Capital Partners, LLC

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...

#6

Wealth Architects, LLC

4

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...

#7

SteelPeak Wealth

Steel Peak Wealth Management LLC

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...

#8

Marmo Financial Group

Marmo Financial Group, LLC.

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...

#9

Meridian Wealth Partners, LLC

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...

#10

OJM Group

OJM Group LLC

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...

#11

JFG Family Office

JOHNSON FINANCIAL GROUP LLC

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...

#12

Cerro Pacific Wealth Advisors

Cerro Pacific Wealth Advisors LLC

(4)

This Cerro Pacific Wealth Advisors app provides a 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 that provides a wholistic snapshot of your finances • Dynamic portfolio...

#13

SOA Mobile

Seasons of Advice Wealth Management, LLC

4.33333

(6)

We at SOA Wealth Management are committed to helping you achieve your financial potential. With SOA Mobile you have secure access to your accounts, holdings, performance and activity.

#14

SSWP Client Access

SageSpring Wealth Partners, LLC

(5)

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.

#15

Tradewinds Capital Management

Trade Winds Capital Management LLC

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...

#16

Ogorek Wealth Management, LLC

See your complete financial picture and interact with your financial advisor.

#17

Bragg Client Portal

Bragg Financial Advisors, Inc.

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...

#18

Albion Financial Group

ALBION MANAGEMENT GROUP, LTD

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...

#19

Truepoint Wealth Counsel

TRUEPOINT WEALTH COUNSEL, LLC

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...

#20

Opus Capital Management

Opus Capital Management, Inc.

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...