JVL Wealth

(6)

This app allows clients of Pinnacle Wealth Planning Services to access their financial and investment planning.

#5

Ritholtz Wealth Mobile

Ritholtz Wealth Management, LLC

(6)

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

#6

Wealth Partners Alliance

Wealth Partners Alliance, LLC

4.2

(5)

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...

#7

SSWP Client Access

SageSpring Wealth Partners, LLC

(5)

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.

#8

iCapital,LLC

iCapital, LLC

4.2

(5)

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

#9

Alliance Wealth

Alliance Wealth Advisors, LLC

Your Alliance Client Portal can help with: -Monitoring your personal balance sheet -View your investment accounts managed by Alliance -Store, share, and send key documents with our team of advisors -Link external accounts by using our account aggregation tool

#10

TPW Portal

Tiller Private Wealth, Inc.

4

This App is solely for the investment clients of Tiller Private Wealth, Inc. and is strictly and solely related to investment reporting and secure document sharing.

#11

GWS&A

Global Wealth Strategies & Associates, LLC

4.25

Global Wealth Strategies & Associates, LLC Private Client Portal. Provides an on-the-go access to view your accounts and personal balance sheet from anywhere at any time. You can review statements, account activity, and contact your advisor all from within this app.

#12

RevolutionGroup

Revolution Group, LLC

This Revolution Group App is the mobile version of our client portal and allows our clients to view their accounts, statements, performance, and entire portfolio in one place.

#13

FourstarWealth Client

Eyeballs Financial LLC

FourStar 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.

#14

RPWA

Rise Private Wealth Advisors LLC

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

#15

Choice Wealth Advisors

Choice Wealth Advisors, LLC

This mobile app allows clients of Choice Wealth Advisors to view account information, balances, and easily contact your advisor.

#16

Adapt Wealth

Adapt Wealth Advisors LLC

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

#17

Apollon Client Portal

Apollon Wealth Management, LLC

The Apollon App allows you to view account information, balances, performance reporting, statements, gains/losses, estimated income yield, etc.

#18

Divvi Wealth

Divvi Wealth Management, LLC

Welcome 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.

#19

Willow Financial

Willow Financial LLC

The Willow Application is a secure financial dashboard for registered clients of the firm to be able to view their portfolio, upload files, communicate with the advisor team, and so much more at Willow Financial.

#20

CJM Wealth Adv.

CJM Wealth Advisers, Ltd.

(2)

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