Curated apps similar to NDVR Wealth, ranked by relevance and user ratings.
SGH Wealth Management, LLC
Finance
SGH Wealth Management provides its clients with next-generation portfolio reporting to help you effortlessly monitor your investments and overall financial picture.
Seasons of Advice Wealth Management, LLC
Finance
We at SOA Wealth Management are committed to helping you achieve your financial potential. With SOA Mobile you have secure access to your accounts, holdings, performance and activity.
Midwest Financial Partner
Finance
This 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...
Putra Aldi Arifin
FinanceThis is a comprehensive investment management application designed for users who desire precise tracking, in-depth analysis, and continuous optimization of their investment portfolios.
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...
Vestor Capital, 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...
Adapt Wealth Advisors LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
WAVVEST HOLDINGS INC.
FinanceWavvest keeps you connected with your investments and financial advisor, giving you the tools to manage your entire financial life in one place.
DecisionPoint Financial, LLC
FinanceYour DecisionPoint Financial app provides an intuitive financial dashboard, interactive reports, investment performance and allocation, document vault, and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic...
Eigennet LLC
FinanceOur app is designed to provide you with up-to-date financial news and analysis that can assist you in making informed decisions when it comes to buying and selling stocks.
Noble Wealth Technologies Private Limited
FinanceWe craft portfolios aligned with your financial aspirations 1.
Wealth Partners Alliance, LLC
FinanceThe Wealth Partners Alliance Mobile App allows enabled clients to access portfolio data, view reports and statements, and communicate with your Wealth Partners Alliance Team in a simple, elegant interface. Requirements: You need to be a client of Wealth Partners Alliance that has been enabled for...
Wealthisor LLC
FinanceA Halal Investing, Planning, and Wealth Management Platform that offers a user-friendly financial platform tailored for individuals seeking to invest in accordance with Islamic principles.
Excel Net Solutions Private Limited
FinanceCRVJ Investment Services is one-stop shopping for all your Wealth Management needs.
NFSG Corporation
FinanceMeet NFSG 360. Your go-to app for managing your investments, all in one place.
Choice Wealth Advisors, LLC
FinanceThis mobile app allows clients of Choice Wealth Advisors to view account information, balances, and easily contact your advisor.
Precision Wealth Strategies, LLC
FinanceThis Mobile App allows you to view account performance, balances and easily contact your Precision Wealth Team
PFG Private Wealth Management, LLC
FinancePFG Private Wealth Management Stay in control of your financial world—anytime, anywhere. The PFG WealthLink App is your personal wealth companion, giving you instant access to your portfolio, financial plan, and advisor support—all in a secure, easy-to-use platform.
Revolution Group, LLC
FinanceThis Revolution Group App is the mobile version of our client portal and allows our clients to view their accounts, statements, performance, and entire portfolio in one place.
THE RETIREMENT PLANNING GROUP, INC.
FinanceThe Retirement Planning Group phone application is a simple, elegant interface that allows clients to review performance, account values, income, distributions, upload and download documents from their vault, link outside accounts to create a holistic Net Worth summaries and receive alerts from...
App information from Apple App Store. NDVR Wealth and related trademarks belong to NDVR INC.