OpoFinance
OPO GROUP LTD
Finance
Opofinance: Your Gateway to Global Financial Markets Explore financial opportunities with Opofinance.
Free
Finding alternatives to
Top 20 Alternatives
Curated apps similar to JVL Wealth, ranked by relevance and user ratings.
Ritholtz Wealth Mobile
Ritholtz Wealth Management, LLC
Finance
This Mobile App allows you to view account information, balances and easily contact your advisor.
Free
Envestnet Client View
Track expenses, portfolios, and manage accounts
Envestnet Financial Technologies, Inc.
Finance
Account balances, transaction history, and portfolio details. Set up recurring transfers and bill payments. Receive alerts for account activity. Access investment performance reports and communicate with financial advisors.
Free
-
#4 
Provident Funding Broker
Provident Funding Associates L.P.
FinanceLock anywhere, track pipeline, create cases, upload conditions, and access your client’s information from wherever you are with The Mortgage Broker app from Provident Funding for iPhone and iPod Touch.
Free -
#5 
Quilter
Quilter Business Services Limited
FinanceWith the Quilter app, you can: • go paperless and view your documents online • view valuations and performance • check if a transaction has gone through, including money paid in and out • keep your personal details up to date (such as your email address and security information) • carry out simple...
Free -
#6 
NAV Portal
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...
Free -
#7 
FAMI Agent
FARMERS ALLIANCE MUTUAL INSURANCE CO
FinanceConnect with FAMI using our Agency Portal App, exclusively for Farmers Alliance Independent Insurance Agents. The FAMI.Connect agent app allows you to manage your customers’ policies effortlessly.
Free -
#8 
Private Client Services
Check balances and review assets
The Capital Group Companies Inc.
FinanceCheck account balances and view investment results. Review up-to-date holdings and recent transactions. Access insights from research analysts. Log in with secure multi-factor authentication. View team contact information.
Free -
#9 
The Legacy Wealth App
LEGACY WEALTH LLC
FinanceThe Customized Legacy Wealth mobile app through Black Diamond enables Legacy Wealth clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a Legacy Wealth client
Free -
#10 
eMoney Client Portal
eMoney Advisor
FinanceEnjoy a complete and secure view of your financial life with your personalized portal. KEY FEATURES AND BENEFITS: • All-in-One Account View: Easily connect and view all your accounts for a comprehensive view of your financial situation. • Track Spending and Investments: Stay on top of your...
Free -
#11 
NB Private Wealth
Neuberger Berman Group LLC
FinanceAccess 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).
Free -
#12 
Salevale
Savapre, S.A. de C.V.
FinanceCon esta aplicación podrás visualizar lo siguiente: - Generación de vales. - Reenvío de vales. - Información de tus cortes. - Disponible con el que cuentas. - Información general de tus contactos. - Disponible de cada uno de tus contactos. - Noticias. - Encuestas. Además, podrás rastrear tus...
Free -
#13 
eVestment
eVestment Alliance, LLC
FinanceFor institutional investors, consultants, asset managers and hedge funds subscribing to eVestment Analytics, this free app provides on-the-go access to manager research, due diligence, competitive comparisons, interactive charting and more.
Free -
#14 
Fidelity Charitable
Fidelity Investments
FinanceThe 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...
Free -
#15 
DSP Mutual Fund
DSP ASSET MANAGERS PRIVATE LIMITED
FinanceEmbark 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...
Free -
#16 
WealthView
View finances, chat with advisor, track expenses,
Tamarac Inc.
FinanceView 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 .
Free -
#17 
Alliance Wealth
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
Free -
#18 
Savvy Wealth
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.
Free -
#19 
CARL app
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.
Free -
#20 
Dominion Wealth
Dominion Wealth Management, LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
Free
App information from Apple App Store. JVL Wealth and related trademarks belong to JVL Associates, LLC.