The Legacy Wealth App

Milleis Banque Privée

Milleis Banque

Finance

L’application mobile de Milleis Banque Privée allie design, sécurité informatique, efficacité et simplicité d’utilisation ; elle propose un espace de banque traditionnelle et un univers de banque patrimoniale au sein d’une unique application. L’application de Milleis Banque Privée est réservée aux...

NB Private Wealth

Neuberger Berman Group LLC

Finance

Access to your NB Private Wealth portfolio is now at your fingertips – anytime, anywhere. With the NB Private Wealth app, you can: • Sign in securely with Face ID / Touch ID and multifactor authentication (MFA).

BlackDiamond WM

BlackDiamond Wealth Management Inc.

Finance

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

My William Blair

William Blair & Company, L.L.C.

Finance

This app provides an intuitive view of your account portfolio value, documents, interactive views, charts, and more at your fingertips - all in a secure and easy-to-use mobile app. Top Features Include: • Mobile-friendly reports with optimized layout and spacing • Improved app navigation to make...

Meridian Mobile Banking

Meridian Credit Union Limited

Finance

Bank anywhere with fast, around-the-clock-access to your Meridian accounts using our secure mobile app.

Legacy Financial App

Legacy Financial App LLC

Finance

Welcome to our financial application for mobile devices, designed to help individuals, families, churches, and businesses achieve a debt-free future.

Lyell Wealth Management, LP

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.

SmartPro Client Experience

SmartPro Financial LLC

Finance

The SmartPro Mobile phone application enables authorized Black Diamond clients to access portfolio data in a simple, elegant interface. Quickly view and access your entire financial picture and interact with your advisor!

WilliT: Make your will

WilliT (Apps)

Finance

We are a platform that is revolutionizing estate planning by providing easy access, efficient organization, and secure distribution of your assets. Just follow the simple steps, and within minutes, your document will be ready.

Legend.xyz

Legend Labs, Inc.

Finance

Legend is an onchain money superapp –– bringing DeFi directly to the wallet. Legend is non-custodial, meaning, you're in control at all times. Legend allows users to earn, trade, and borrow against their digital assets, all in one place.

Wealthica

Wealthica Financial Technology Inc.

Finance

Track all your investments with Wealthica Every day, Wealthica connects to your financial institutions and stores all of your transactions and investments history. This allows you to see all your investments and banking transactions in one place and get an unbiased view of your wealth.

Tower Hill Mobile

Tower Hill Insurance Group, LLC

Finance

Download the Tower Hill mobile app for iOS.

Endowus

Endowus Technologies Pte. Ltd.

Finance

Tens of thousands of clients invest and grow their savings with Endowus, in globally diversified portfolios at low cost. Start your financial journey with Endowus, and invest and grow your wealth all through the Endowus app. Build a personalised financial plan with Endowus to help you reach your...

Legacy Trust Family Wealth

Legacy Trust Company

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...

Dominion Wealth

Dominion Wealth Management, LLC

Finance

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

SSWP Client Access

SageSpring Wealth Partners, LLC

Finance

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.