The Legacy Wealth App
LEGACY WEALTH LLC
Finance
The Customized Legacy Wealth mobile app through Black Diamond enables Legacy Wealth clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a Legacy Wealth client
Curated apps similar to Veracity Capital, ranked by relevance and user ratings.
LEGACY WEALTH LLC
Finance
The Customized Legacy Wealth mobile app through Black Diamond enables Legacy Wealth clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a Legacy Wealth client
The Capital Group Companies Inc.
Finance
Capital Group Private Client Services clients can access account information wherever and whenever with our mobile app.
QUENT CAPITAL, LLC
Finance
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.
Composition Wealth, LLC
FinanceThe 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
FinanceThe OneAscent Mobile phone application enables authorized OneAscent clients to access portfolio data in a simple, elegant interface.
OpenArc Corporate Advisory, LLC
FinanceThe 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 Holdings, Inc.
FinanceSecure 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 LLC
FinanceThe 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 LLC
FinanceWELCOME TO CASTLE COMMERCIAL CAPITAL MOBILE APP: Designed by people who love real estate funding – for people who love to get funded.
Kapital Life Insurance, OOO
FinanceКабинет 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
FinanceThis Mobile App allows you to view your iCapital account information, balances and easily contact your advisor.
Wealth Partners Alliance, LLC
FinanceThe 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 Financial LLC
FinanceThe 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 Private Wealth LLC
FinanceBeacon Hill Private Wealth mobile allows you to easily view your portfolio values and allocations.
First Oak Wealth Management LLC
FinanceFirst 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 Asset Management LLC
FinanceThe 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 Group Limited
FinanceWelcome 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 Management, LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
PurposePath Capital, LLC
FinanceOn 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 Company, Inc.
FinanceFor 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.
App information from Apple App Store. Veracity Capital and related trademarks belong to Veracity Capital, LLC.