Apps Like JVL Wealth for iPhone and iPad
Access client portal and manage accounts
Access client portal for account information, transaction history, and performance reports. View portfolio details, send secure messages, and schedule meetings with advisors. Download documents and set up alerts for account changes.
JVL Wealth screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
MD Wealth
MD Wealth Management, LLC
Access accounts, view reports, manage investments
Access account balances and transaction history. View investment performance and portfolio details. Schedule and manage meetings. Receive notifications and update contact information. Submit documents and track application status.
Plante Moran Wealth
PMFA INC
Access portfolios, view reports, manage investments
View investment portfolio details in real time. Access account summaries, performance charts, and transaction history. Receive alerts for portfolio changes. Communicate with financial advisors through secure messaging.
Opal Wealth Advisors Portal
Opal Wealth Advisors, LLC
Access client and manage accounts
Access client for financial accounts, view portfolio performance, and communicate with . Submit requests, track transactions, and receive account updates directly through the .
Ameriprise Financial
Ameriprise
Access accounts and track investments
Track accounts with real-time balance and transaction details. View portfolio performance and investment summaries. Communicate with advisors through in- messaging. Receive account alerts and activity notifications.
PassportWM
Passport Wealth Management LLC
View account info and contact support
View account balances and transaction history. Access portfolio details and performance reports. Send secure messages and schedule appointments. Request account changes and download statements.
Insperity Mobile
Insperity, Inc.
Access accounts, view pay stubs, manage benefits
Access account information including 401k, paycheck details, FSA, and UHC benefits card. View transaction history and manage benefits. Send secure messages and receive notifications.
UBS Wealth Management
UBS AG
Manage accounts, track spending, set budgets
Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.
Choice Wealth Advisors
Choice Wealth Advisors, LLC
View account info, check balances, contact advisor
View account balances and transaction history. Send secure messages to . Access portfolio details and activity logs. Schedule consultations and receive alerts for account changes.
NBK Wealth
Watani Investment Company K.S.C.C
Manage assets, plan finances, invest wisely
Manage investments, plan finances, and access advisory services. Track portfolio performance, set financial goals, and receive personalized recommendations. Schedule meetings, view account statements, and communicate with advisors securely.
BV Private Wealth
BV Private Wealth, LP
View portfolios, send messages, track investments
Access client accounts, view portfolio performance, and manage investments. Receive notifications for transactions and market updates. Schedule meetings and download reports securely.
Seeking Alpha: News & Analysis
Seeking Alpha Ltd.
Track stock prices and market
Access real-time financial and market . Track stock prices and charts. Set customizable alerts for watched stocks. View earnings reports and transcripts. Manage a portfolio with tracking tools.
GWS&A
Global Wealth Strategies & Associates, LLC
View accounts, track balance, contact advisor
View account balances and portfolio performance in real time. Review statements and transaction history. Contact advisors directly. Access daily updated dashboards and performance reports. Manage personal balance sheet and account activity.
TL Wealth
TL Private Wealth LLC
View portfolio values and holdings
View portfolio values, holdings, and performance details. Access transaction history and account summaries. Receive real-time updates and set up custom alerts for account changes.
Clio for Law Firms and Lawyers
Themis Solutions Inc.
Access case client information remotely
The app provides remote access to case and client information for productivity. Users can update statuses, communicate with clients and colleagues, and manage documents from their mobile device.
Windsor Wealth
Windsor Wealth Management, Inc.
Check balances and contact your team
Check account balances and transaction history. View portfolio performance and asset allocation. Send secure messages to management team. Request account updates or document downloads. Set up account alerts and notifications.
iA Private Wealth
Industrial Alliance Insurance and Financial Services Inc.
Monitor portfolio, chat with advisor
Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.
Wealthscape℠
National Financial Services LLC
Access real-time market data and trade securely
Access client portfolios, view market data, and manage trades. Track performance metrics, send secure messages, and schedule client meetings. Integrate with Wealthscape platform for secure brokerage operations.
ENBD X
EMIRATES NBD Bank (P.J.S.C)
Manage accounts, view balances, pay bills
Access accounts, manage funds, and control cards. View transaction history and set spending limits. Schedule payments and receive alerts. Request account information and track card usage.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.