JVL Wealth

RPWA

Rise Private Wealth Advisors LLC

Finance

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

Apollon Client Portal

Apollon Wealth Management, LLC

Finance

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

Quent Capital

QUENT CAPITAL, LLC

Finance

For Quent Capital clients, this mobile application provides an easy way to access your portfolio data from anywhere. You need to be a Quent Capital client that has been authorized for the client portal. If you would like to request access, please contact a member of the Quent Capital team.

Precision Wealth Strategies

Precision Wealth Strategies, LLC

Finance

This Mobile App allows you to view account performance, balances and easily contact your Precision Wealth Team

ENZI Wealth

ENZI WEALTH LLC

Finance

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

Divvi Wealth

Divvi Wealth Management, LLC

Finance

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.

BlackDiamond WM

BlackDiamond Wealth Management Inc.

Finance

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

CRVJ Investment Services

Excel Net Solutions Private Limited

Finance

CRVJ Investment Services is one-stop shopping for all your Wealth Management needs.

Legacy Financial Advisors

Legacy Financial Advisors, LLC (U.S.)

Finance

The Legacy Financial Advisors app is a mobile client portal exclusively for Legacy Financial Advisors clients. The app gives clients a convenient, centralized location for accessing and managing all of their financial information and resources.

CJM Wealth Adv.

CJM Wealth Advisers, Ltd.

Finance

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

PWP Portal

Performance Wealth Partners, LLC

Finance

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

Paragon Advisor

Paragon Advisors, LLC

Finance

Paragon Financial Advisors Mobile App allows you to easily view your portfolio values and allocations as well as contact your Advisor.

Legacy JSA Portal

Jacobson & Schmitt Advisors, LLC

Finance

Access your entire up-to-date net worth and financial plan on the go with the Jacobson & Schmitt Advisors mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture • Dynamic reports to monitor cash flow, transactions, and...

Indie Asset

Indie Asset Partners, LLC

Finance

View your Indie Asset Partners' portfolio account information, allocation, performance and more on the mobile version of your client portal.

Willow Financial

Willow Financial LLC

Finance

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.

Greenwood Gearhart Client App

Greenwood Gearhart Inc.

Finance

The Greenwood Gearhart App is for Greenwood Gearhart clients and enables access to their portfolio on the go! Featuring a Portfolio Dashboard, Relationship Timeline, Document Vault, and more, the Greenwood Gearhart Client App is a great way to stay in touch with your dedicated wealth management...

MyConfluence

Confluence Wealth Services, Inc.

Finance

The MyConfluence mobile application provides authorized Confluence Financial Partners clients with seamless access to their financial plan, investment accounts, and important documents—all in one secure and intuitive platform.