Veracity Capital

Composition Wealth Portal

Composition Wealth, LLC

Finance

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.

OneAscent

OneAscent

Finance

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

OpenArc Client Portal

OpenArc Corporate Advisory, LLC

Finance

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.

TriState Capital Bank Consumer

Tristate Capital Holdings, Inc.

Finance

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

Fiducient Advisors

Fiducient Advisors LLC

Finance

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.

Castle Commercial Capital

Castle Commercial Capital LLC

Finance

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

КАПИТАЛ LIFE

Kapital Life Insurance, OOO

Finance

Кабинет клиента КАПИТАЛ LIFE в вашем мобильном телефоне. Мобильное приложение КАПИТАЛ LIFE – это полный и безопасный доступ ко всем вашим договорам, а также возможность быстро оплатить очередной взнос и пообщаться в чате с нашим консультантом. Безопасная авторизация и регистрация Вам доступны...

iCapital,LLC

iCapital, LLC

Finance

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

Wealth Partners Alliance

Wealth Partners Alliance, LLC

Finance

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...

SmartPro Client Experience

SmartPro Financial LLC

Finance

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!

Beacon Hill

Beacon Hill Private Wealth LLC

Finance

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

First Oak Wealth Management

First Oak Wealth Management LLC

Finance

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...

Wilkinson Global

Wilkinson Global Asset Management LLC

Finance

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...

Evelyn Partners Mobile

Evelyn Partners Group Limited

Finance

Welcome to the Evelyn Partner Mobile app – a more secure, stable and improved digital experience for our clients. With the app, you can: - Manage your Evelyn Partners investment portfolio - See your current portfolio values at a glance - Check the performance, assets and allocation of your...

Ritholtz Wealth Mobile

Ritholtz Wealth Management, LLC

Finance

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

PurposePath

PurposePath Capital, LLC

Finance

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.

Diversified Trust

Diversified Trust Company, Inc.

Finance

For Diversified Trust clients, our Mobile phone application offers secure mobile access to your account information, relationship team, and relevant documents. You must be authorized as a user by your relationship manager at Diversified Trust in order to use this application.