Curated apps similar to Navis Wealth Advisors, ranked by relevance and user ratings.
Avidia Bank
Finance
Start banking wherever you are with Avidia Business Mobile for iPhone! Available to all Avidia Bank business online banking customers. Avidia Business Mobile allows you to check balances, make transfers and make deposits.
Neuberger Berman Group LLC
Finance
Access to your NB Private Wealth portfolio is now at your fingertips – anytime, anywhere. With the NB Private Wealth app, you can: • Sign in securely with Face ID / Touch ID and multifactor authentication (MFA).
Bridgewater Bank
Finance
Manage your finances anytime, anywhere with Bridgewater Bank Mobile. Access your accounts, transfer funds, pay bills, and view transactions securely from your phone.
West View Savings and Loan Association
FinanceWest View Savings Bank Mobile Banking Manage your West View Savings Bank accounts anytime, anywhere-from your Apple mobile device with WVSB Mobile Banking.
Tamarac Inc.
FinanceSee your complete financial picture and interact with your financial advisor using WealthView.
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.
Beacon Business Bank, National Association
FinanceWelcome to Beacon Business Bank - Mobile Banking App Consumer! Now you can bank conveniently and manage your finances anytime, anywhere - from your mobile device. Manage Your Accounts: • View your account balances • View recent transactions, including check images • Transfer funds between your...
Ritholtz Wealth Management, LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
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.
Nav Consulting Inc
FinanceAll the features of the award-winning NAV Portal in a convenient mobile format. The NAV Portal enables investment managers, investors, and auditors to securely access accounting reports, risk analytics, and portfolio data; generate reports; monitor the status of fund activities, and log inquiries...
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.
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.
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.
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.
Dominion Wealth Management, LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
Beacon Hill Private Wealth LLC
FinanceBeacon Hill Private Wealth mobile allows you to easily view your portfolio values and allocations.
App information from Apple App Store. Navis Wealth Advisors and related trademarks belong to Navis Wealth Management, LLC.