Wilkinson Global

(6)

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

#5

SmartPro Client Experience

SmartPro Financial LLC

(6)

The SmartPro Mobile phone application enables authorized Black Diamond clients to access portfolio data in a simple, elegant interface. Quickly view and access your entire financial picture and interact with your advisor!

#6

Pinnacle Wealth

Pinnacle Wealth Planning Services, Inc

(6)

This app allows clients of Pinnacle Wealth Planning Services to access their financial and investment planning.

#7

Composition Wealth Portal

Composition Wealth, LLC

The Composition Wealth mobile phone application enables authorized clients to access portfolio data in a simple, elegant interface. Requirements: You must be a Composition Wealth client authorized to use the phone application.

#8

Wealth Partners Alliance

Wealth Partners Alliance, LLC

4.2

The 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...

#9

CapAdv

Capital Advisors Wealth Management, LLC

The Capital Advisors mobile phone applications enables our Clients to access their portfolio data in a simple and elegant interface. Requirements: You need to be a Client of our Firm to be authorized to download this application. Please call us at 866.469.5030 for any questions.

#10

SSWP Client Access

SageSpring Wealth Partners, LLC

View your financial picture, right at your fingertips — the SageSpring Wealth Partners mobile app makes it easy to access your portfolio, download performance reports, and connect with your advisor.

#11

Ox Road Capital

Ox Road Capital LLC

The Ox Road Capital Mobile phone application enables authorized Ox Road Capital clients to access portfolio data in a simple, elegant interface. Requirements: You need to be an Ox Road Capital client who has been authorized for the phone application.

#12

Fiducient Advisors

Fiducient Advisors LLC

4

The Fiducient Advisors mobile phone application enables authorized Fiducient Advisors clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a Fiducient Advisors client authorized for the phone application.

#13

Quent Capital

QUENT CAPITAL, LLC

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.

#14

First Oak Wealth Management

First Oak Wealth Management LLC

First Oak Wealth Management Mobile phone application enables authorized First Oak clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a First Oak user that has been authorized for the phone application. If you would like to request access, please contact...

#15

BlackDiamond WM

BlackDiamond Wealth Management Inc.

4.75

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

#16

The Kelly Group

Kelly Financial Group Limited Liability Company

4

(3)

The Kelly Group mobile application allows clients of The Kelly Group to access their information in a simple and elegant interface.

#17

Diversified Trust

Diversified Trust Company, Inc.

(3)

For Diversified Trust clients, our Mobile phone application offers secure mobile access to your account information, relationship team, and relevant documents. You must be authorized as a user by your relationship manager at Diversified Trust in order to use this application.