GWS&A

GS Custody Solutions

Goldman Sachs

Finance

Welcome to the Goldman Sachs Custody Solutions App, the digital-forward solution for the modern client. Goldman Sachs Custody Solutions clients can view portfolio summaries, positions, transaction history, and more readily on their mobile device.

SSWP Client Access

SageSpring Wealth Partners, LLC

Finance

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.

SGH Wealth Management

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.

Wealth Partners Alliance

Wealth Partners Alliance, LLC

Finance

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...

Pinnacle Wealth

Pinnacle Wealth Planning Services, Inc

Finance

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

PFG Private Wealth

PFG Private Wealth Management, LLC

Finance

PFG 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.

Ritholtz Wealth Mobile

Ritholtz Wealth Management, LLC

Finance

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

ICD Portal

INSTITUTIONAL CASH DISTRIBUTORS TECHNOLOGY, LLC

Finance

Wherever you are, you can securely access ICD Portal to view your balances, exposure, and fund performance. Authorized users can: VIEW PORTFOLIO DASHBOARDS o See trade status and balances by portfolio, account or entity o Understand and monitor yields on investments o Review historical fund...

Dominion Wealth

Dominion Wealth Management, LLC

Finance

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

Greyspace

Greyspace Financial LLC

Finance

This app is for clients who use Greyspace Financial Services. View detailed analytic reports, load bookkeeping receipts, and schedule meetings all on your phone. An all-in-one encrypted portal for every client to access their business reports & bookkeeping documents.

Precision Wealth Strategies

Precision Wealth Strategies, LLC

Finance

This Mobile App allows you to view account performance, balances and easily contact your Precision Wealth Team

RPWA

Rise Private Wealth Advisors LLC

Finance

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

FTWA Wealth Access

FifthThird Bank

Finance

Fifth Third Wealth Advisors (FTWA) provides account access through Wealth Access. By working with your FTWA advisor, you can always be in touch with your financial goals.

SOA Mobile

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.

WealthCounsel

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.

Sanderson Wealth Management

Sanderson Wealth Management LLC

Finance

The Sanderson Wealth Management Client Portal is your centralized, secure access point for financial visibility and collaboration. Designed to support high-net-worth individuals and families, the portal brings together household and account balances, performance data, and asset allocation insights...