Bloom Advisors Client Portal

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...

Plante Moran Wealth

PMFA INC

Finance

Plante 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.

Crestwood Advisors

Crestwood Advisors Group LLC

Finance

The Crestwood Advisors phone application allows their wealth management clients mobile access to the Black Diamond client portal, where client household & account information can be viewed in a simple, easy to understand format. Requirements: You need to be a Crestwood Advisors wealth management...

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...

BlackDiamond WM

BlackDiamond Wealth Management Inc.

Finance

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

Ritholtz Wealth Mobile

Ritholtz Wealth Management, LLC

Finance

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

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

SOA Mobile

Seasons of Advice Wealth Management, LLC

Finance

We at SOA Wealth Management are committed to helping you achieve your financial potential. With SOA Mobile you have secure access to your accounts, holdings, performance and activity.

Quent Capital

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.

Paragon Advisor

Paragon Advisors, LLC

Finance

Paragon Financial Advisors Mobile App allows you to easily view your portfolio values and allocations as well as contact your Advisor.

ArmadaCare Benefits

ARMADA CONSULTING GROUP, LLC

Finance

Claim filing convenience with the ArmadaCare mobile app. Make sure you’re getting the most from your ArmadaCare plan with the mobile app. Login using your same username and password as the ArmadaCare Member Portal.

SSWP Client Access

SageSpring Wealth Partners, LLC

Finance

View your financial picture, right at your fingertips — the SageSpring Wealth Partners mobile app makes it easy to access your portfolio, download performance reports, and connect with your advisor.

iCapital,LLC

iCapital, LLC

Finance

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

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...

RPWA

Rise Private Wealth Advisors LLC

Finance

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

Alteri Wealth

Alteri Wealth LLC

Finance

The Alteri Wealth Mobile phone application enables authorized Alteri Wealth clients to access portfolio data in a simple, elegant interface. Alteri Wealth primary contact.

Veracity Capital

Veracity Capital, LLC

Finance

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