Curated apps similar to Navis Wealth Advisors, ranked by relevance and user ratings.
National Financial Services LLC
Finance
For Brokers and Advisors with access to Wealthscape℠ from Fidelity Investments®, Member NYSE, SIPC. The Wealthscape℠ mobile app is available for the iPhone® and iPad®.
Industrial Alliance Insurance and Financial Services Inc.
Finance
Securely monitor your portfolio and stay in touch with your Investment Advisor while you’re on the go! Now you can access all the same great features as our Client Portal, but in a convenient mobile app that keeps you connected with your investments anywhere and anytime.
Ritholtz Wealth Management, LLC
Finance
This Mobile App allows you to view account information, balances and easily contact your advisor.
Savvy Wealth, Inc.
FinanceOur app has been designed exclusively for Savvy Wealth clients. Take control of your financial journey with ease, whether you're at home or on the go. We specialize in technology-driven wealth management to provide a seamless view over your full financial landscape.
Seasons of Advice Wealth Management, LLC
FinanceWe 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.
Nave Bank
FinanceAccess and manage your business banking services wherever you are.
Beacon Hill Private Wealth LLC
FinanceBeacon Hill Private Wealth mobile allows you to easily view your portfolio values and allocations.
Capital Advisors Wealth Management, LLC
FinanceThe 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.
Dominion Wealth Management, LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
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.
Paragon Advisors, LLC
FinanceParagon Financial Advisors Mobile App allows you to easily view your portfolio values and allocations as well as contact your Advisor.
Eyeballs Financial LLC
FinanceFourStar Wealth Advisor App The FourStar Wealth mobile app is the mobile version of the FourStar Wealth dashboard that financial advisors access from their web browser.
SageSpring Wealth Partners, LLC
FinanceView 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.
Mayflower Advisors, LLC
FinanceMayflower Advisors’ clients can stay connected 24/7 with our Mayflower App mobile interface, which provides secure and customizable access for all your account data—including managed portfolio activity and balances, linked outside accounts, interactive and historic performance reporting, personal...
iCapital, LLC
FinanceThis Mobile App allows you to view your iCapital account information, balances and easily contact your advisor.
Wave Wealth Management LLC
FinanceKeep all of your finances at your fingertips with the Wave Wealth mobile app. View and manage your accounts, access and download your Schwab statements, and contact your advisor. - Comprehensive financial picture - Document vault. - Face ID available.
Choice Wealth Advisors, LLC
FinanceThis mobile app allows clients of Choice Wealth Advisors to view account information, balances, and easily contact your advisor.
Rise Private Wealth Advisors LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor
Adapt Wealth Advisors LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
BlackDiamond Wealth Management Inc.
FinanceThis Mobile App allows you to view account information, balances, planning tools, and easily contact your advisor.
App information from Apple App Store. Navis Wealth Advisors and related trademarks belong to Navis Wealth Management, LLC.