Curated apps similar to SGH Wealth Management, ranked by relevance and user ratings.
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.
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.
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.
T4 Software, Inc.
FinanceThis application allows users to keep track of their net worth with screens that allow you to quickly update information. You can use this application to keep track of your money as you spend it, and to view the account history to see how the balance has changed over time.
Tesh Corp
FinanceThe 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.
NDVR INC
FinanceNDVR 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.
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
Legacy Wealth Management Group, Inc
FinanceThe 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.
Deutsche Bank AG
FinanceDeutsche Wealth Online provides an innovative Wealth Management mobile and desktop journey, equipped with refined functionalities tailored to our clients’ needs.
Shum Financial Group, Inc.
FinanceAllows holders of accounts at Shum Financial Group to view portfolio values, holding summaries, performance, and quickly contact your advisor.
Windsor Wealth Management, Inc.
FinanceWith this app, clients of Windsor Wealth Management can check their account information, monitor their balances, and contact their wealth management team.
Gatewood Wealth Solutions, LLC
FinanceAt Gatewood Wealth Solutions, we’re committed to helping families give purpose to their money.
RFG Advisory Group, LLC
FinanceFetch 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.
WLTH Capital Management, LLC
FinanceThe 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.
Insynch LLP
FinanceInsynch Wealth is one-stop shopping for all your Wealth Management needs.
Proxy Digital, LLC
FinanceAsset 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.
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...
FundGurus LLC
FinanceWealthido - Smart Money Savings Discover the future of savings with Wealthido. Our platform offers flexible, seamless, and secure options for your money, with 0% risk. Explore digital gold and digital chit features for smart and safe savings.
Chicago Wealth Management Inc.
FinanceTop Features - Interactive dashboard showing your complete financial picture - Dynamic reporting of your current investments - Document vault for secure transfer of files with your advisor.
S.Y. BANCORP, INC
FinanceFrom Stock Yards Wealth Management - Wealth Access, Inc., the most popular digital platform ranked #1 Online Advice Solution in the 2015 Financial Planning Technology Survey: Provides a clear, complete and simple way for you to view your personal balance sheet from anywhere at anytime.
App information from Apple App Store. SGH Wealth Management and related trademarks belong to SGH Wealth Management, LLC.