Veracity Capital

Capital Group Private Client Services clients can access account information wherever and whenever with our mobile app.

#5

Ox Road Capital

Ox Road Capital LLC

The Ox Road Capital Mobile phone application enables authorized Ox Road Capital clients to access portfolio data in a simple, elegant interface. Requirements: You need to be an Ox Road Capital client who has been authorized for the phone application.

#6

OpenArc Client Portal

OpenArc Corporate Advisory, LLC

(10)

The OpenArc Client Portal mobile app makes it easy to access your portfolio, download performance reports, and connect with your advisor, all at your fingertips.

#7

CapAdv

Capital Advisors Wealth Management, LLC

The Capital Advisors mobile phone applications enables our Clients to access their portfolio data in a simple and elegant interface. Requirements: You need to be a Client of our Firm to be authorized to download this application. Please call us at 866.469.5030 for any questions.

#8

OneAscent

4.75

(8)

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

#9

TriState Capital Bank Consumer

Tristate Capital Holdings, Inc.

4.77778

(9)

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

#10

Castle Commercial Capital

Castle Commercial Capital LLC

(9)

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

#11

Composition Wealth Portal

Composition Wealth, LLC

The Composition Wealth mobile phone application enables authorized clients to access portfolio data in a simple, elegant interface. Requirements: You must be a Composition Wealth client authorized to use the phone application.

#12

Quent Capital

QUENT CAPITAL, LLC

For Quent Capital clients, this mobile application provides an easy way to access your portfolio data from anywhere. You need to be a Quent Capital client that has been authorized for the client portal. If you would like to request access, please contact a member of the Quent Capital team.

#13

iCapital,LLC

iCapital, LLC

4.2

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

#14

Fiducient Advisors

Fiducient Advisors LLC

4

The Fiducient Advisors mobile phone application enables authorized Fiducient Advisors clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a Fiducient Advisors client authorized for the phone application.

#15

Wealth Partners Alliance

Wealth Partners Alliance, LLC

4.2

The Wealth Partners Alliance Mobile App allows enabled clients to access portfolio data, view reports and statements, and communicate with your Wealth Partners Alliance Team in a simple, elegant interface. Requirements: You need to be a client of Wealth Partners Alliance that has been enabled for...

#16

Beacon Hill

Beacon Hill Private Wealth LLC

(7)

Beacon Hill Private Wealth mobile allows you to easily view your portfolio values and allocations.

#17

SmartPro Client Experience

SmartPro Financial LLC

(6)

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!

#18

First Oak Wealth Management

First Oak Wealth Management LLC

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...

#19

Wilkinson Global

Wilkinson Global Asset Management LLC

(3)

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...

#20

PurposePath

PurposePath Capital, LLC

On demand access to your most important financial information is more convenient than ever with PurposePath Capital's mobile app. This app provides access to your account balances, client reports, performance data, and secure, two-way client vault.