Curated apps similar to JVL Wealth, ranked by relevance and user ratings.
View account activity and manage funds
KeySavings Bank Inc
Finance
View account balances and recent transactions, including check images. Transfer funds between accounts. Set up bill pay to avoid late payments. Securely manage finances with real-time updates and account alerts.
Media Sea Inc
Finance
The Stock Alerts VIP app, provides Top NASDAQ and NYSE Stock Alerts, entirely free to use, empowers both swing and day traders with top-tier stock signals every trading day.
JCB Co., Ltd.
Finance
簡単ログインやカード利用時のお知らせなど便利な機能が満載！ JCB会員向け公式アプリMyJCB －－－ アプリのご利用にあたって －－－ MyJCB ID・JCBグループのカードをお持ちの方が利用できます。 ※アプリが利用できないカードがあります。本ページ下部の注意事項をご確認ください。 ↓MyJCB IDがない・不明な場合こちら https://my.jcb.co.jp/RegistUser －－－ アプリならではのおすすめポイント －－－ １． ログインが簡単 指紋・顔認証やアプリ専用のパスコードなどで簡単にログインすることができます。 ２．...
Access accounts with biometrics
SEI Investments Management Corporation
FinanceAccess accounts with biometric login via Face ID or TouchID. Receive push notifications for new messages and documents. Scan physical documents using the camera to create formatted files.
Manage investments with AI
Insights Investments LLC
FinanceFinancial advisors use the to analyze market trends with AI and machine learning tools. Manage portfolios, track performance, and generate reports. Access real-time data and customize strategies.
SageSpring Wealth Partners, LLC
FinanceView 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.
Newrez LLC
FinanceWelcome to your mobile loan portal! This is a quick, easy and secure way to interact with your application and loan. Through the portal, you can access your loan application: - Check the status of your loan - Securely upload documents - View a task list to complete your application - Sign...
Manage accounts, view transactions, pay bills
Al Rajhi Banking and Investment Corporation
FinanceView and manage personal information. Update personal details. Access account balances and transaction history. Perform fund transfers and bill payments. Set and manage account alerts. Retrieve customer support resources.
OPO GROUP LTD
FinanceOpofinance: Your Gateway to Global Financial Markets Explore financial opportunities with Opofinance.
Ritholtz Wealth Management, LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
Track expenses, portfolios, and manage accounts
Envestnet Financial Technologies, Inc.
FinanceAccount 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.
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.
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...
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...
Manage policies, view ID cards, upload photos,
FARMERS ALLIANCE MUTUAL INSURANCE CO
FinanceManage customer policies by accessing details and viewing ID cards. Upload photos, open claims, and access policy information. Sync with to streamline insurance services for Farmers Alliance agents.
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.
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
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...
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).
App information from Apple App Store. JVL Wealth and related trademarks belong to JVL Associates, LLC.