TrueWealth Advisors LLC

Dominion Wealth

Dominion Wealth Management, LLC

Finance

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

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).

True Balance Lite

Robert Wohnoutka

Finance

True Balance is an easy to use app for tracking your cash, personal or business expenses, purchases, sales, income, project costs, tax deductions, trip costs, vacation costs, or anything else and knowing the true balance. It has 12 independent tracking tapes each with a name and color that you...

Altfolio

BeanApps LLC

Finance

Alt(ernative)folio is the perfect tool to have instant access to your net worth across alternative investments like precious metals and crypto currencies! Track your gains/losses with the transaction management features! If you have no historical record of your purchases, no problem! Just specify...

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...

eMoney Client Portal

eMoney Advisor

Finance

Enjoy a complete and secure view of your financial life with your personalized portal. KEY FEATURES AND BENEFITS: • All-in-One Account View: Easily connect and view all your accounts for a comprehensive view of your financial situation. • Track Spending and Investments: Stay on top of your...

TruAdvisors

Truadvisors Financial, LLC

Finance

This application provides clients of TruAdvisors access to their accounts and information on the investments within their accounts.

Pinnacle Wealth

Access financial data and investment plans

Pinnacle Wealth Planning Services, Inc

Finance

View account balances and transaction history. Access investment portfolios and performance reports. Schedule and manage financial goals. Receive alerts for account activity. Contact support for assistance with financial planning.

Adapt Wealth

Adapt Wealth Advisors LLC

Finance

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

RPWA

Rise Private Wealth Advisors LLC

Finance

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

GuideCenter

United Capital Financial Advisers, LLC

Finance

The GuideCenter app lets you experience total control and visibility into your financial life--no matter how complex. Know where you stand now and how your financial goals are progressing with Funding Score and HonestConversations updates.

Wealth eOffice

RED VISION COMPUTER TECHNOLOGIES PRIVATE LIMITED

Finance

Wealth 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.

Rhame & Gorrell Wealth

Rhame & Gorrell 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...

Hohimer Wealth

View portfolio, generate reports, store documents

Hohimer Wealth Management LLC

Finance

View financial portfolio with an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely via a document vault. Access additional financial tools and features.

Owners Bank

Liberty Bank (CT)

Finance

Banking on the Go Manage Accounts View all Accounts and balances (current and available) View Account transactions with easy to read transaction descriptions Apple Watch Account Snapshot Stored Electronic Statements and Check Images Quickly apply for a new account Reorder and Nickname your...

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.

Truepoint Wealth Counsel

Track expenses, budget, and secure documents

TRUEPOINT WEALTH COUNSEL, LLC

Finance

View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Manage budgets and securely store documents. Track spending and receive alerts for account activity.