Access accounts, view reports, and secure messages
View account balances and performance data in real time. Access client reports and securely store documents in a two-way client vault. Retrieve and send secure messages with the client.
Showing 1–20 of 1,000 ranked alternatives.
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
Beyond Finance Inc.
Review accounts and track progress
Review program progress and enrolled accounts. Connect with Client Success Team for support. Receive personalized tips and guidance.
National Financial Services LLC
Access real-time market data and trade securely
Access client portfolios, view market data, and manage trades. Track performance metrics, send secure messages, and schedule client meetings. Integrate with Wealthscape platform for secure brokerage operations.
AS.Solutions
Track sales, view reports, monitor reps
View key metrics like sales summaries and client balances on a main dashboard. Access detailed performance reports including sales, inventory, and account statements. Track sales reps in real-time on a map.
Edward D. Jones & Co., L.P.
View accounts and track performance
View account holdings, performance, and activity. Connect external accounts to see balances. Track progress toward financial goals. Message and share documents with the team. Deposit checks and transfer funds. View and sign account-related documents.
Legacy Financial Advisors, LLC (U.S.)
Access accounts and documents
View newsfeed, attend Zoom calls with , access eMoney client portal, review Black Diamond performance reports, and communicate directly with .
Kelly Financial Group Limited Liability Company
Access client info and share documents
Access account information and documents through a simple interface. Share files via the Client Vault. View transaction history and manage account settings. Receive updates and notifications.
Altruist Corp
Track investments and view performance metrics
View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.
Greyspace Financial LLC
View reports, load receipts, schedule meetings
View detailed financial reports, upload bookkeeping receipts, and schedule client meetings. Access encrypted business documents and analytics anytime. Manage financial data securely from a single platform.
CATALYST FINANCIAL PARTNERS LLC
Access portfolios, accounts, and vault
Access portfolio valuations, view account and investment overviews, and access the vault. Manage investments, check balances, and review transaction history. Receive alerts and update contact information.
DecisionPoint Financial, LLC
Track expenses, view reports, manage investments, secure
View data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from your wealth advisor. Manage goals and track performance.
Old National Bancorp
Check balances, transfer funds, pay bills, locate
Check account balances, transfer funds, and pay bills directly. Locate nearby branches and ATMs. Contact customer support. Set transaction alerts and manage account settings securely.
MINDBODY Inc.
Manage clients, schedule, and sales on-the-go
Manage operations with real-time access to client data, schedules, and sales metrics. Adjust schedules, monitor appointments, and track performance. Shareable links allow clients to book appointments and promote services through social media.
Credit Union 1
Access accounts anytime anywhere securely.
The app allows users to view account balances and transactions. Users can transfer funds between checking and savings accounts and deposit checks securely.
Kingsbridge Wealth Management, Inc
Track expenses, view reports, secure documents, budget
View financial data through an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely via a vault. Access budgeting tools and additional financial features.
Kelly Financial Group, LLC
Access accounts, view portfolio, secure messages
Access account details, investment portfolio, and document vault securely from your phone or tablet. Contact financial coach directly, receive messages, and view updates from your personal finance team.
A Plus Federal Credit Union
Check balances, transfer funds, view history
Check account balances, transfer money, and view transaction history. Pay bills and deposit checks by photo. Find branch locations and access secure financial services.
Veracity Capital, LLC
Access portfolio data securely
Access portfolio data and account information through a simple interface. View investment performance, transaction history, and client-specific reports. Request access through your primary contact.
Fiduciary Trust Company International
Manage accounts and view balances
View account balances, holdings, and recent activity. Securely share files with the Team via a digital vault. Access account information anytime on mobile devices.
Jason Pharmaceuticals Inc.
Schedule appointments and manage tasks
Track business performance with real-time data on revenue, client engagement, and activity. Manage and client profiles, contact details, and communication. Schedule and send messages. Export reports and analytics.
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