Curated apps similar to JVL Wealth, ranked by relevance and user ratings.
WealthCounsel LLC
Finance
This application is designed to provide WealthCounsel members, and other professionals interested in estate planning and related topics, with access to WealthCounsel community activity.
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, LLC
Finance
This Mobile App allows you to view account performance, balances and easily contact your Precision Wealth Team
ENZI WEALTH LLC
FinanceThis Mobile App allows you to view account information, balances, and easily contact your ENZI Wealth advisor.
CJM Wealth Advisers, Ltd.
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
Performance Wealth Partners, LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
BlackDiamond Wealth Management Inc.
FinanceThis Mobile App allows you to view account information, balances, planning tools, and easily contact your advisor.
Legacy Financial Advisors, LLC (U.S.)
FinanceThe 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.
Excel Net Solutions Private Limited
FinanceCRVJ Investment Services is one-stop shopping for all your Wealth Management needs.
Willow Financial LLC
FinanceThe 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.
Paragon Advisors, LLC
FinanceParagon Financial Advisors Mobile App allows you to easily view your portfolio values and allocations as well as contact your Advisor.
Jacobson & Schmitt Advisors, LLC
FinanceAccess 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 Partners, LLC
FinanceView your Indie Asset Partners' portfolio account information, allocation, performance and more on the mobile version of your client portal.
Greenwood Gearhart Inc.
FinanceThe 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...
Monument Wealth Management, LLC
FinanceWelcome, clients of Monument Wealth Management! This app is specially designed to give you mobile access to your Monument Client Portal.
Confluence Wealth Services, Inc.
FinanceThe 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.
PurposePath Capital, LLC
FinanceOn demand access to your most important financial information is more convenient than ever with PurposePath Capital's mobile app. This app provides access to your account balances, client reports, performance data, and secure, two-way client vault.
Mayflower Advisors, LLC
FinanceMayflower Advisors’ clients can stay connected 24/7 with our Mayflower App mobile interface, which provides secure and customizable access for all your account data—including managed portfolio activity and balances, linked outside accounts, interactive and historic performance reporting, personal...
Carvant Financial LLC
FinanceUse Carvant's customer portal to view and update information on your account including: • Balance and due date • Payment history • Make a payment online • Find locations near by where you can pay in person • Retrieve contract documents • Get a 10 payoff quote • Update your existing contact...
Windsor Wealth Management, Inc.
FinanceWith this app, clients of Windsor Wealth Management can check their account information, monitor their balances, and contact their wealth management team.
App information from Apple App Store. JVL Wealth and related trademarks belong to JVL Associates, LLC.