GS PWM
Goldman Sachs
Finance
Access your Goldman Sachs account anytime on the new GS PWM app.
Free
Finding alternatives to
Top 20 Alternatives
Curated apps similar to SGH Wealth Management, ranked by relevance and user ratings.
Scotia Wealth Management®
The Bank of Nova Scotia
Finance
The Scotia Wealth Management app offers account access on the go. You can view your portfolio and account details, see your asset mix, download statements and tax slips and more. For optimal performance and security, update your device to the latest version of iOS.
Free
WealthCharts
WealthCharts LLC
Finance
The next generation of trading research, analysis, and execution has arrived right at your fingertips! WealthCharts brings cutting-edge tools, competition-tested strategies, and automated algorithmic analysis to retail traders and long-term investors. CHARTS Build your Watchlists with your...
Free
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#4 
HDFC Bank SmartWealth
HDFC Bank Ltd
FinanceAccess a wide range of financial solutions with the SmartWealth app. SmartWealth is an all-in-one investment app from HDFC Bank. With the SmartWealth app’s intuitive interface complex investments are now easy.
Free -
#5 
iA Private Wealth
Industrial Alliance Insurance and Financial Services Inc.
FinanceSecurely 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.
Free -
#6 
Wealthica
Wealthica Financial Technology Inc.
FinanceTrack all your investments with Wealthica Every day, Wealthica connects to your financial institutions and stores all of your transactions and investments history. This allows you to see all your investments and banking transactions in one place and get an unbiased view of your wealth.
Free -
#7 
Wealthgrade
Wealthgrade, Inc.
FinanceWealthgrade empowers and liberates you by showing all of your accounts in one snapshot so you don’t have to check multiple apps many times a day to understand your holistic financial snapshot.
Free -
#8 
Savvy Wealth
Savvy Wealth, Inc.
FinanceOur app has been designed exclusively for Savvy Wealth clients. Take control of your financial journey with ease, whether you're at home or on the go. We specialize in technology-driven wealth management to provide a seamless view over your full financial landscape.
Free -
#9 
Symphonia Wealth
SYMPHONIA WEALTH PRIVATE LIMITED
FinanceSymphonia Wealth is one-stop shopping for all your Wealth Management needs.
Free -
#10 
SOA Mobile
Seasons of Advice Wealth Management, LLC
FinanceWe 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.
Free -
#11 
Hohimer Wealth
Hohimer Wealth Management LLC
FinanceThis app provides an intuitive dashboard of your finances, interactive reports, document vault and more- all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete portfolio. • Dynamic reports with current investment information.
Free -
#12 
SSWP Client Access
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.
Free -
#13 
PFG Private Wealth
PFG Private Wealth Management, LLC
FinancePFG Private Wealth Management Stay in control of your financial world—anytime, anywhere. The PFG WealthLink App is your personal wealth companion, giving you instant access to your portfolio, financial plan, and advisor support—all in a secure, easy-to-use platform.
Free -
#14 
GWS&A
Global Wealth Strategies & Associates, LLC
FinanceGlobal Wealth Strategies & Associates, LLC Private Client Portal. Provides an on-the-go access to view your accounts and personal balance sheet from anywhere at any time. You can review statements, account activity, and contact your advisor all from within this app.
Free -
#15 
Alliance Wealth
Alliance Wealth Advisors, LLC
FinanceYour Alliance Client Portal can help with: -Monitoring your personal balance sheet -View your investment accounts managed by Alliance -Store, share, and send key documents with our team of advisors -Link external accounts by using our account aggregation tool
Free -
#16 
Gatewood Wealth Solutions
Gatewood Wealth Solutions, LLC
FinanceAt Gatewood Wealth Solutions, we’re committed to helping families give purpose to their money.
Free -
#17 
Sanderson Wealth Management
Sanderson Wealth Management LLC
FinanceThe Sanderson Wealth Management Client Portal is your centralized, secure access point for financial visibility and collaboration. Designed to support high-net-worth individuals and families, the portal brings together household and account balances, performance data, and asset allocation insights...
Free -
#18 
KFH Wealth
KFH Capital Investment Company ( K.S.C.C )
FinanceTake control of your financial future with the KFH Wealth app, your ultimate investment management solution.
Free -
#19 
Deutsche Wealth Online US
Deutsche Bank AG
FinanceDeutsche Wealth Online provides an innovative Wealth Management mobile and desktop journey, equipped with refined functionalities tailored to our clients’ needs.
Free -
#20 
SFG Mobile
Shum Financial Group, Inc.
FinanceAllows holders of accounts at Shum Financial Group to view portfolio values, holding summaries, performance, and quickly contact your advisor.
Free
App information from Apple App Store. SGH Wealth Management and related trademarks belong to SGH Wealth Management, LLC.