by Industrial Alliance Insurance and Financial Services Inc.
Curated apps similar to iA Private Wealth, ranked by relevance and user ratings.
William Blair & Company, L.L.C.
Finance
This app provides an intuitive view of your account portfolio value, documents, interactive views, charts, and more at your fingertips - all in a secure and easy-to-use mobile app. Top Features Include: • Mobile-friendly reports with optimized layout and spacing • Improved app navigation to make...
DSP ASSET MANAGERS PRIVATE LIMITED
Finance
Embark on a journey towards smarter MF investing with the DSPMF app- an intuitive companion designed to simplify your investment decisions and help your money fulfil its potential. Intelligent Portfolio Insights: Effortlessly monitor and manage your portfolio through a tailored dashboard and gain...
Neuberger Berman Group LLC
Finance
Access to your NB Private Wealth portfolio is now at your fingertips – anytime, anywhere. With the NB Private Wealth app, you can: • Sign in securely with Face ID / Touch ID and multifactor authentication (MFA).
OpenArc Corporate Advisory, LLC
FinanceThe OpenArc Client Portal mobile app makes it easy to access your portfolio, download performance reports, and connect with your advisor, all at your fingertips.
Nav Consulting Inc
FinanceAll the features of the award-winning NAV Portal in a convenient mobile format. The NAV Portal enables investment managers, investors, and auditors to securely access accounting reports, risk analytics, and portfolio data; generate reports; monitor the status of fund activities, and log inquiries...
The Capital Group Companies Inc.
FinanceCapital Group Private Client Services clients can access account information wherever and whenever with our mobile app.
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...
Asa Technologies Corporation
FinanceSee your full financial picture, manage your money day-to-day, and discover trusted tools to help you grow. See all of your accounts in one place, track your spending, stay ahead of bills, and access a network of apps all with one secure login. ASA Vault was built for real life.
Seasons of Advice Wealth Management, LLC
FinanceWe 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.
Evelyn Partners Group Limited
FinanceWelcome 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...
SageSpring Wealth Partners, LLC
FinanceView 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.
Alliance Wealth Advisors, LLC
FinanceYour Alliance Client Portal can help with: -Monitoring your personal balance sheet -View your investment accounts managed by Alliance -Store, share, and send key documents with our team of advisors -Link external accounts by using our account aggregation tool
Christian Investors Financial, Inc
FinanceWith our mobile app, you’ll have convenient, secure access to your CIF accounts anytime and anywhere!
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.
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...
Ritholtz Wealth Management, LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
iCapital, LLC
FinanceThis Mobile App allows you to view your iCapital account information, balances and easily contact your advisor.
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.
Capital Advisors Wealth Management, LLC
FinanceThe 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.
Paragon Advisors, LLC
FinanceParagon Financial Advisors Mobile App allows you to easily view your portfolio values and allocations as well as contact your Advisor.
App information from Apple App Store. iA Private Wealth and related trademarks belong to Industrial Alliance Insurance and Financial Services Inc..