SGH Wealth Management

WealthyGen: Money & Budget App

WealthyGen Solutions, Inc.

Finance

Take control of your future with the all-in-one money management tool – WealthyGen! Instantly see your net worth calculated in real-time and then set a goal for where you want it to be.

Sanderson Wealth Management

Sanderson Wealth Management LLC

Finance

The 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...

GWS&A

Global Wealth Strategies & Associates, LLC

Finance

Global 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.

NDVR Wealth

NDVR INC

Finance

NDVR designs and manages portfolios to meet the unique requirements of each of our clients. With this mobile application clients have insight into their portfolio performance and convenient access to their Advisor.

AJH

Tesh Corp

Finance

The digital era is here. AJH is proud to announce an enhanced way to access information of your investments, in the most convenient way ever. A state-of-the-art and easy to use portal that puts cutting-edge technology at your service.

KFH Wealth

KFH Capital Investment Company ( K.S.C.C )

Finance

Take control of your financial future with the KFH Wealth app, your ultimate investment management solution.

Alliance Wealth

Alliance Wealth Advisors, LLC

Finance

Your 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

fetch.

RFG Advisory Group, LLC

Finance

Fetch gives you the ability to see your investment accounts, all in one place, wrapped up in a minimal design that is easy to navigate. Performance account values and more are shown in large, beautiful graphics to put the information you want to see, front and center.

Gatewood Wealth Solutions

Gatewood Wealth Solutions, LLC

Finance

At Gatewood Wealth Solutions, we’re committed to helping families give purpose to their money.

Deutsche Wealth Online US

Deutsche Bank AG

Finance

Deutsche Wealth Online provides an innovative Wealth Management mobile and desktop journey, equipped with refined functionalities tailored to our clients’ needs.

Asset Pro

Proxy Digital, LLC

Finance

Asset Pro
 Track. Protect. Build. Asset Pro empowers you to take control of your financial future by providing an innovative solution for asset management, net worth development, and insurance optimization.

Snowball Portfolio

ZHENGZHOU CREATION INFORMATION TECHNOLOGY CO., LTD.

Finance

【Investment Tracking】 All transactions in one place, with real-time updates for stocks and fund prices. View portfolio allocation and create investment strategies for asset rebalancing. 【Asset Management】 Analyze household assets and liabilities with Sankey charts for better financial...

SFG Mobile

Shum Financial Group, Inc.

Finance

Allows holders of accounts at Shum Financial Group to view portfolio values, holding summaries, performance, and quickly contact your advisor.

Windsor Wealth

Windsor Wealth Management, Inc.

Finance

With this app, clients of Windsor Wealth Management can check their account information, monitor their balances, and contact their wealth management team.

Legacy Wealth Management Group

Legacy Wealth Management Group, Inc

Finance

The Legacy Wealth Management Group phone application enables our clients to access in depth portfolio performance data in a simple, elegant interface. View all your financial accounts in one place, staying informed on daily and historical performance.

Insynch Wealth

Insynch LLP

Finance

Insynch Wealth is one-stop shopping for all your Wealth Management needs.

MyWLTH

WLTH Capital Management, LLC

Finance

The MyWLTH app enables clients of WLTH Capital Management to securely access and monitor their investment accounts, performance reporting, and engagement tools — all in one convenient, elegant platform.