Curated apps similar to The Legacy Wealth App, ranked by relevance and user ratings.
Access accounts, view statements, and manage funds
YMCA Retirement Fund (inc)
Finance
Review account balances for 401(a) and 403(b) plans, including monthly interest earned. Access micro-learning resources. View benefit statements and interact with IVR features through the .
Lyell Wealth Management LP
Finance
The Lyell Wealth Management mobile application enables authorized clients to access asset allocation, portfolio data and related activity in a simple, elegant interface. You will need to be a Lyell Wealth Management client and Black Diamond user that has been authorized to use this application.
Tamarac Inc.
Finance
See your complete financial picture and interact with your financial advisor using WealthView.
SageSpring Wealth Partners, LLC
FinanceView 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.
Goldman Sachs
FinanceGS Select clients can access liquidity and manage their money on the go. We know clients want more from their wealth partners today, which is why we’re pleased to offer our clients the convenience of the GS Select mobile app.
Legacy Trust Company
FinanceThis 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...
RED VISION COMPUTER TECHNOLOGIES PRIVATE LIMITED
FinanceWealth eOffice is an app for financial investors to view there investment portfolio, wealth reports, calculators, goal tracker and many more such features. This product is conceived and developed by Redvision as an extension to there award winning financial advisor portfolio management system.
Phoenix Digital, LLC
FinanceWealthRoots – Your All-in-One Wealth Tracker WealthRoots is a comprehensive asset and investment tracking app tailored for Jamaicans. Securely consolidate all your financial information – from real estate to stocks – in one place.
Heritage International Bank and Trust Limited
FinanceIntroducing our new App for Heritage’s Mobile Banking Service! All your mobile banking services at your fingertips, on the go! Our Mobile Banking app is convenient, fast, and free! It is available to all Heritage Bank Customers.
Beacon Hill Private Wealth LLC
FinanceBeacon Hill Private Wealth mobile allows you to easily view your portfolio values and allocations.
Investcorp Holdings B.S.C. (c)
FinanceInvestcorp Wealth provides investors a seamless entry point into the world of alternative investments. Investors can create an account within the app and start allocating capital across a diverse platform of investment opportunities that provide highly attractive risk-adjusted returns.
True Wealth Design, LLC
FinanceThis 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...
SYMPHONIA WEALTH PRIVATE LIMITED
FinanceSymphonia Wealth is one-stop shopping for all your Wealth Management needs.
Rhame & Gorrell Wealth Management, LLC
FinanceThis 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...
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...
The Capital Group Companies Inc.
FinanceCapital Group Private Client Services clients can access account information wherever and whenever with our mobile app.
Hohimer Wealth Management LLC
FinanceThis app provides an intuitive dashboard of your finances, interactive reports, document vault and more- all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete portfolio. • Dynamic reports with current investment information.
Dakota Wealth Management, LLC
FinanceThis 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...
Capital Advisors Wealth Management, LLC
FinanceThe 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.
Pinnacle Wealth Planning Services, Inc
FinanceThis app allows clients of Pinnacle Wealth Planning Services to access their financial and investment planning.
App information from Apple App Store. The Legacy Wealth App and related trademarks belong to LEGACY WEALTH LLC.