Composition Wealth Portal

(7)

Beacon Hill Private Wealth mobile allows you to easily view your portfolio values and allocations.

#5

Dominion Wealth

Dominion Wealth Management, LLC

(6)

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

#6

CapAdv

Capital Advisors Wealth Management, LLC

(5)

The 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.

#7

Ritholtz Wealth Mobile

Ritholtz Wealth Management, LLC

(6)

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

#8

Pinnacle Wealth

Pinnacle Wealth Planning Services, Inc

(6)

This app allows clients of Pinnacle Wealth Planning Services to access their financial and investment planning.

#9

Wealth Partners Alliance

Wealth Partners Alliance, LLC

4.2

(5)

The 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...

#10

SSWP Client Access

SageSpring Wealth Partners, LLC

(5)

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.

#11

Fiducient Advisors

Fiducient Advisors LLC

4

The Fiducient Advisors mobile phone application enables authorized Fiducient Advisors clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a Fiducient Advisors client authorized for the phone application.

#12

Ox Road Capital

Ox Road Capital LLC

The 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.

#13

First Oak Wealth Management

First Oak Wealth Management LLC

First 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...

#14

Quent Capital

QUENT CAPITAL, LLC

For 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.

#15

Precision Wealth Strategies

Precision Wealth Strategies, LLC

This Mobile App allows you to view account performance, balances and easily contact your Precision Wealth Team

#16

MyConfluence

Confluence Wealth Services, Inc.

4

The MyConfluence mobile application provides authorized Confluence Financial Partners clients with seamless access to their financial plan, investment accounts, and important documents—all in one secure and intuitive platform.

#17

BlackDiamond WM

BlackDiamond Wealth Management Inc.

4.75

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

#18

Wilkinson Global

Wilkinson Global Asset Management LLC

(3)

The 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...