BGV Banking
GRAIN VALLEY BANCSHARES, INC.
Finance
BGV Banking is your personal financial advocate.
Free
Finding alternatives to
Top 20 Alternatives
Curated apps similar to SGH Wealth Management, ranked by relevance and user ratings.
Pinnacle Wealth
Access financial data and investment plans
Pinnacle Wealth Planning Services, Inc
Finance
View account balances and transaction history. Access investment portfolios and performance reports. Schedule and manage financial goals. Receive alerts for account activity. Contact support for assistance with financial planning.
Free
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.
Free
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#4 
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 -
#5 
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 -
#6 
Bulltick360
BULLTICK FINANCIAL SERVICES, LLC
FinanceBulltick360 is a digital wealth management consolidation platform in which users can see their full balance sheet with financial assets, fixed assets, deferred assets and liabilities.
Free -
#7 
My Net Worth Cloud
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.
Free -
#8 
AJH
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.
Free -
#9 
NDVR Wealth
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.
Free -
#10 
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 -
#11 
Plante Moran Wealth
PMFA INC
FinancePlante Moran Wealth provides Plante Moran Financial Advisors (PMFA) clients on-demand access to investment portfolio information. Plante Moran Wealth is exclusively for clients of PMFA and requires authorized access using a user ID and password.
Free -
#12 
Legacy Wealth Management Group
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.
Free -
#13 
Santander Digital Wealth
Banco Santander International
FinanceIntroducing the Santander Digital Wealth app - your gateway to seamless investing.
Free -
#14 
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 -
#15 
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 -
#16 
Windsor Wealth
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.
Free -
#17 
Gatewood Wealth Solutions
Gatewood Wealth Solutions, LLC
FinanceAt Gatewood Wealth Solutions, we’re committed to helping families give purpose to their money.
Free -
#18 
fetch.
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.
Free -
#19 
MyWLTH
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.
Free -
#20 
Insynch Wealth
Track portfolio assets and reports
Insynch LLP
FinanceManage financial portfolio with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. Download complete portfolio reports. View historical performance. Access transaction statements for any period. Log in via Google email.
Free
App information from Apple App Store. SGH Wealth Management and related trademarks belong to SGH Wealth Management, LLC.