Curated apps similar to Fiducient Advisors, ranked by relevance and user ratings.
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.
Paragon Advisors, LLC
Finance
Paragon Financial Advisors Mobile App allows you to easily view your portfolio values and allocations as well as contact your Advisor.
OneAscent
Finance
The OneAscent Mobile phone application enables authorized OneAscent clients to access portfolio data in a simple, elegant interface.
Provident Funding Associates L.P.
FinanceLock anywhere, track pipeline, create cases, upload conditions, and access your client’s information from wherever you are with The Mortgage Broker app from Provident Funding for iPhone and iPod Touch.
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.
Federated Mutual Insurance Company
FinanceFederated Insurance clients with a mySHIELD account can use this mobile app to access a variety of risk management resources designed to enhance their success.
Veracity Capital, LLC
FinanceThe Veracity Capital Mobile phone application enables authorized VeracityCapital clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a Veracity Capital client who has been authorized for the phone application.
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...
LEGACY WEALTH LLC
FinanceThe Customized Legacy Wealth mobile app through Black Diamond enables Legacy Wealth clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a Legacy Wealth client
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.
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.
ONE Advisory Partners LLC
FinanceThe ONE Advisory Partners mobile phone application enables authorized ONE clients to access portfolio information in a simple, elegant interface. Requirements: You need to be a ONE client that has been authorized for the mobile phone application.
Fiduciary Trust Company International
FinanceFiduciary Trust International provides wealth planning, investment management, trust, estate and family office services designed to grow and protect your wealth through generations. As a Fiduciary Trust International client, you can use our mobile app to manage your accounts.
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...
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...
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!
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...
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...
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.