ARSWealth

(6)

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

#5

Bragg Client Portal

Bragg Financial Advisors, Inc.

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...

#6

Clearwater Capital Partners

Clearwater Capital Partners, LLC

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...

#7

Truepoint Wealth Counsel

Track expenses, budget, and secure documents

TRUEPOINT WEALTH COUNSEL, LLC

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.

#8

SOA Mobile

Seasons of Advice Wealth Management, LLC

4.33333

(6)

We at SOA Wealth Management are committed to helping you achieve your financial potential. With SOA Mobile you have secure access to your accounts, holdings, performance and activity.

#9

Kohmann Bosshard Client Portal

Kohmann Bosshard Financial Services LLC

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...

#10

Team Hewins, LLC

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...

#11

Ballast Advisors

Ballast Advisors, LLC

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...

#12

FourstarWealth Client

Eyeballs Financial LLC

(4)

FourStar 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.

#13

Meridian Wealth Partners, LLC

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...

#14

SteelPeak Wealth

Steel Peak Wealth Management LLC

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...

#15

WhartonHill Investment

Broyhill Asset Management Pennsylvania, LLC

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...

#16

Marmo Financial Group

Marmo Financial Group, LLC.

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...

#17

RPWA

Rise Private Wealth Advisors LLC

(4)

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

#18

JFG Family Office

JOHNSON FINANCIAL GROUP LLC

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...

#19

Wela Financial Advisory

Brent Forrest & Associates, LLC

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...

#20

River Wealth Advisors

River Wealth Advisors LLC

(1)

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...