Curated apps similar to Navis Wealth Advisors, ranked by relevance and user ratings.
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.
Beacon Hill Private Wealth LLC
Finance
Beacon Hill Private Wealth mobile allows you to easily view your portfolio values and allocations.
Dominion Wealth Management, LLC
Finance
This 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.
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.
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.
ADIB SECURITIES LLC
FinanceTrade Global Markets with the new and improved ADIB Securities Mobile app.Manage your portfolio, track market access to brokerage account right on to your iPhone. The app offers advanced features yet on an easy to use interface and is available in both Arabic and English language.
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...
Adapt Wealth Advisors LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
iCapital, LLC
FinanceThis Mobile App allows you to view your iCapital 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
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...
Babylyn To
FinanceTake control of your finances with MoneyWatch - the elegant, privacy-focused money management app designed for iOS, iPadOS, and watchOS. MoneyWatch helps you track expenses, manage budgets, and gain insights into your spending habits—all with your privacy protected through on-device data storage...
Divvi Wealth Management, LLC
FinanceWelcome to Divvi Wealth Management's mobile application! Our app will allow you to view detailed information about your account, collaborate with our team and stay connected with your financial plan.
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...
Hohimer Wealth Management LLC
FinanceThis app provides an intuitive dashboard of your finances, interactive reports, document vault and more- all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete portfolio. • Dynamic reports with current investment information.
Pinnacle Wealth Planning Services, Inc
FinanceThis app allows clients of Pinnacle Wealth Planning Services to access their financial and investment planning.
App information from Apple App Store. Navis Wealth Advisors and related trademarks belong to Navis Wealth Management, LLC.