Curated apps similar to CapAdv, ranked by relevance and user ratings.
Capital Credit Union
Finance
Capital Credit Union’s mobile app gives you secure, intuitive access to your finances—anytime, anywhere. ▪ View balances and transactions in real-time ▪ Deposit checks remotely ▪ Set up your payroll as a direct deposit ▪ Keep card info for subscription services (and more) up to date with...
Industrial Alliance Insurance and Financial Services Inc.
Finance
Securely monitor your portfolio and stay in touch with your Investment Advisor while you’re on the go! Now you can access all the same great features as our Client Portal, but in a convenient mobile app that keeps you connected with your investments anywhere and anytime.
The Capital Group Companies Inc.
Finance
Capital Group Private Client Services clients can access account information wherever and whenever with our mobile app.
OpenArc Corporate Advisory, LLC
FinanceThe 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
FinanceRunning 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.
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.
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...
Fiducient Advisors LLC
FinanceThe 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.
iCapital, LLC
FinanceThis Mobile App allows you to view your iCapital account information, balances and easily contact 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.
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.
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!
SageSpring Wealth Partners, LLC
FinanceView 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.
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.
Rise Private Wealth Advisors LLC
FinanceThis Mobile App allows you to view account information, balances and easily 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...
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...
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.
Choice Wealth Advisors, LLC
FinanceThis mobile app allows clients of Choice Wealth Advisors to view account information, balances, and easily contact your advisor.
Adapt Wealth Advisors LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
App information from Apple App Store. CapAdv and related trademarks belong to Capital Advisors Wealth Management, LLC.