Curated apps similar to JVL Wealth, ranked by relevance and user ratings.
Fidelity Investments
Finance
The free Fidelity Charitable ® app lets you: --Open a Giving Account --Recommend grants --Monitor the status of grants and contributions --See future one-time and recurring grant recommendations Easy ways recommend a grant; --From a list of previously supported organizations --By looking up a new...
DSP ASSET MANAGERS PRIVATE LIMITED
Finance
Embark on a journey towards smarter MF investing with the DSPMF app- an intuitive companion designed to simplify your investment decisions and help your money fulfil its potential. Intelligent Portfolio Insights: Effortlessly monitor and manage your portfolio through a tailored dashboard and gain...
View finances, chat with advisor, track expenses,
Tamarac Inc.
Finance
View financial data through an interactive dashboard. Access dynamic reports with current investment details. Store documents securely in a vault. Use budgeting tools to manage expenses. Communicate with a financial advisor within the .
Alliance Wealth Advisors, LLC
FinanceYour 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
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.
CARL, Inc.
FinanceGrow your wealth with investment strategies not available anywhere else. For the first time, CARL is making Hedge Fund Investment Strategies available to millions who have never before had access to these types of sophisticated investment options.
Dominion Wealth Management, LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
Tiller Private Wealth, Inc.
FinanceThis 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.
iCapital, LLC
FinanceThis Mobile App allows you to view your iCapital account information, balances and easily contact your advisor.
Global Wealth Strategies & Associates, LLC
FinanceGlobal 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.
OLDRICH, LLC
FinanceeWealth is a mobile application that generates passive income by connecting users to exclusive investment opportunities. User Benefits: o Profit distribution from OLDRICH, LLC every day.
Yowlo Inc.
FinanceYowlo provides access to guided financial analysis and informed decision-making for individual investors. Every investment starts with an idea. Use our powerful and intuitive screening tools to choose which stocks to follow.
Access liquidity and manage funds on
Goldman Sachs
FinanceAccess account details for loans and savings. Log in with biometrics or credentials. Transfer funds between internal and external accounts. Schedule payments and view transaction history. Manage linked accounts and monitor balances in real time.
GEPL CAPITAL PVT LTD
FinanceThe application enables clients registered with GEPL Capital Pvt.
Trinity Oaks Mortgage, LLC
FinanceThe Trinity Oaks Mortgage mobile app gives borrowers, real estate agents, sales agents, and loan officers the ability to submit a loan application, track the progress of the loan, receive real time updates as the loan moves through processing, and submit required documents via their mobile device.
Federated Mutual Insurance Company
FinanceFederated Insurance clients with a mySHIELD account can use this mobile app to access a variety of risk management resources designed to enhance their success.
Santam Ltd.
FinanceThe new and improved Santam Client App provides a range of features for Santam policyholders leading to an enhanced self-service experience. The registration and authentication process is effortless which allows users access to their Santam policy portfolio.
HBL Asset Management Limited
FinanceHBL Asset Management Ltd. is redefining savings opportunities by introducing HBL Savings app. An app which gives you the perfect solution for your saving goals. Say good bye to the hassle of paper work, branch visits or call backs.
Rhame & Gorrell Wealth Management, LLC
FinanceThis app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current...
Investcorp Holdings B.S.C. (c)
FinanceInvestcorp Wealth provides investors a seamless entry point into the world of alternative investments. Investors can create an account within the app and start allocating capital across a diverse platform of investment opportunities that provide highly attractive risk-adjusted returns.
App information from Apple App Store. JVL Wealth and related trademarks belong to JVL Associates, LLC.