Curated apps similar to Fiducient Advisors, ranked by relevance and user ratings.
Fruitful, Inc.
Finance
The Fruitful mobile app is available exclusively to Fruitful members who have signed up at fruitful.com to access 1-to-1 financial guidance from a CFP® professional and Fruitful banking products. Please log in using your member username and password to schedule 1-to-1 video sessions, chat with...
OpenArc Corporate Advisory, LLC
Finance
The OpenArc Client Portal mobile app makes it easy to access your portfolio, download performance reports, and connect with your advisor, all at your fingertips.
Running Point Capital Advisors, LLC
Finance
Running Point mobile phone application enables authorized Running Point Capital clients access portfolio and financial data in a simple, integrated and seamless interface. Requirements: You need to be a Running Point Capital client user that has been authorized for the phone application.
OneAscent
FinanceThe OneAscent Mobile phone application enables authorized OneAscent clients to access portfolio data in a simple, elegant interface.
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.
Composition Wealth, LLC
FinanceThe Composition Wealth mobile phone application enables authorized clients to access portfolio data in a simple, elegant interface. Requirements: You must be a Composition Wealth client authorized to use the phone application.
SmartPro Financial LLC
FinanceThe 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!
Paragon Advisors, LLC
FinanceParagon Financial Advisors Mobile App allows you to easily view your portfolio values and allocations as well as contact your Advisor.
Mayflower Advisors, LLC
FinanceMayflower Advisors’ clients can stay connected 24/7 with our Mayflower App mobile interface, which provides secure and customizable access for all your account data—including managed portfolio activity and balances, linked outside accounts, interactive and historic performance reporting, personal...
Wealth Partners Alliance, LLC
FinanceThe Wealth Partners Alliance Mobile App allows enabled clients to access portfolio data, view reports and statements, and communicate with your Wealth Partners Alliance Team in a simple, elegant interface. Requirements: You need to be a client of Wealth Partners Alliance that has been enabled for...
Ox Road Capital LLC
FinanceThe Ox Road Capital Mobile phone application enables authorized Ox Road Capital clients to access portfolio data in a simple, elegant interface. Requirements: You need to be an Ox Road Capital client who has been authorized for the phone application.
Legacy Financial Advisors, LLC (U.S.)
FinanceThe Legacy Financial Advisors app is a mobile client portal exclusively for Legacy Financial Advisors clients. The app gives clients a convenient, centralized location for accessing and managing all of their financial information and resources.
First Oak Wealth Management LLC
FinanceFirst 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...
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...
QUENT CAPITAL, LLC
FinanceFor 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.
Eyeballs Financial LLC
FinanceFourStar Wealth Advisor App The FourStar Wealth mobile app is the mobile version of the FourStar Wealth dashboard that financial advisors access from their web browser.
Rise Private Wealth Advisors LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor
Fiduciary Trust Company
FinanceThe Fiduciary Trust Company mobile app provides clients with convenient access to account and other important information including: -Market Value -Positions -Recent Transactions -Documents Contact your Fiduciary Trust officer or advisor if you need login assistance.
Wilkinson Global Asset Management LLC
FinanceThe Wilkinson Global Mobile phone application enables our authorized clients to access their portfolio data in a user friendly interface. You will need to be a Wilkinson Global Asset Management LLC client in order to gain access for this application. Please contact your Wilkinson Global Client...
Diversified Trust Company, Inc.
FinanceFor Diversified Trust clients, our Mobile phone application offers secure mobile access to your account information, relationship team, and relevant documents. You must be authorized as a user by your relationship manager at Diversified Trust in order to use this application.
App information from Apple App Store. Fiducient Advisors and related trademarks belong to Fiducient Advisors LLC.