CapAdv

SmartPro Client Experience

SmartPro Financial LLC

Finance

The 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!

The Legacy Wealth App

LEGACY WEALTH LLC

Finance

The 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

TriState Capital Bank Consumer

Tristate Capital Holdings, Inc.

Finance

Secure and convenient Mobile Banking with TriState Capital Bank. Bank conveniently and securely with your device on the TriState Capital Bank Mobile Banking App.

Edge Capital Group

Edge Capital Partners, LLC

Finance

The Edge Capital Group mobile phone application enables users to access portfolio data in a secure and simple interface.

Castle Commercial Capital

Castle Commercial Capital LLC

Finance

WELCOME TO CASTLE COMMERCIAL CAPITAL MOBILE APP: Designed by people who love real estate funding – for people who love to get funded.

Ritholtz Wealth Mobile

Ritholtz Wealth Management, LLC

Finance

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

Mayflower Advisors

Mayflower Advisors, LLC

Finance

Mayflower 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...

FourstarWealth Client

Eyeballs Financial LLC

Finance

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.

SOA Mobile

Seasons of Advice Wealth Management, LLC

Finance

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.

OneAscent

OneAscent

Finance

The OneAscent Mobile phone application enables authorized OneAscent clients to access portfolio data in a simple, elegant interface.

Dominion Wealth

Dominion Wealth Management, LLC

Finance

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

GS Select

Goldman Sachs

Finance

GS Select clients can access liquidity and manage their money on the go. We know clients want more from their wealth partners today, which is why we’re pleased to offer our clients the convenience of the GS Select mobile app.

First Oak Wealth Management

First Oak Wealth Management LLC

Finance

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...

Bloom Advisors Client Portal

Bloom Asset Management, Inc.

Finance

The Bloom Advisors Mobile phone application provides authorized clients with access to portfolio data in a simple, elegant interface. Only authorized clients have access. If you would like to request access, please contact your primary contact at Bloom Advisors.

Wilkinson Global

Wilkinson Global Asset Management LLC

Finance

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...

Coral Wealth Management

CORAL WEALTH MANAGEMENT, LLC

Finance

The Coral Wealth Management Mobile phone application enables clients to access portfolio data in a simple, elegant interface. You need to be a Coral Wealth Management client user that has been authorized for the phone application.

Evelyn Partners Mobile

Evelyn Partners Group Limited

Finance

Welcome to the Evelyn Partner Mobile app – a more secure, stable and improved digital experience for our clients. With the app, you can: - Manage your Evelyn Partners investment portfolio - See your current portfolio values at a glance - Check the performance, assets and allocation of your...