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.
Evelyn Partners Group Limited
Finance
Welcome to the Evelyn Partner Mobile app – a more secure, stable and improved digital experience for our clients. With the app, you can: - Manage your Evelyn Partners investment portfolio - See your current portfolio values at a glance - Check the performance, assets and allocation of your...
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.
UBL Fund Managers Limited
FinanceUBL Funds app is a user-friendly application that provides you easy, seamless and direct access to your investments on the go. Investors have the convenience of monitoring their investments and conducting online transactions around the clock, from any location worldwide, with just a few clicks.
Hohimer Wealth Management LLC
FinanceThis app provides an intuitive dashboard of your finances, interactive reports, document vault and more- all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete portfolio. • Dynamic reports with current investment information.
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.
RAI Wealth
FinanceThis Mobile App allows RAI Wealth clients to view account information, balances and easily contact your advisor
Running Point Capital Advisors, LLC
FinanceRunning Point mobile phone application enables authorized Running Point Capital clients access portfolio and financial data in a simple, integrated and seamless interface. Requirements: You need to be a Running Point Capital client user that has been authorized for the phone application.
Fjell Capital, LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
Whelan Financial, Inc.
FinanceAccess your Whelan Financial Client Portal on your mobile device! View your portfolio balances, performance, quarterly statements, and more…anytime.
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.
WLTH Capital Management, LLC
FinanceThe MyWLTH app enables clients of WLTH Capital Management to securely access and monitor their investment accounts, performance reporting, and engagement tools — all in one convenient, elegant platform.
CATALYST FINANCIAL PARTNERS LLC
FinanceThe Catalyst Financial Partners mobile app provides clients the ability to access the most common features from our Client Portal. This includes a portfolio valuation, an overview of their accounts and investments, and access to their vault.
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.
Excel Net Solutions Private Limited
FinanceCRVJ Investment Services is one-stop shopping for all your Wealth Management needs.
Access portfolio, track performance, review documents
Greenwood Gearhart Inc.
FinanceAccess portfolio information, view relationship timelines, and store documents securely. Retrieve account details, track investments, and communicate with wealth management advisors through the .
TL Private Wealth LLC
FinanceThe TL Private Wealth Mobile App allows for client access to portfolio values, holdings, performance details, and more.
Dakota 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...
Midwest Financial Partner
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...
App information from Apple App Store. JVL Wealth and related trademarks belong to JVL Associates, LLC.