Curated apps similar to Cove Private Wealth, ranked by relevance and user ratings.
PricewaterhouseCoopers LLP
Finance
PReP Mobile companion app to https://prep.pwc.com/ - this application will be used to capture data, documents and communication with Partners.
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...
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.
Ox Road Capital LLC
FinanceThe 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.
OneAscent
FinanceThe OneAscent Mobile phone application enables authorized OneAscent clients to access portfolio data in a simple, elegant interface.
QUENT CAPITAL, LLC
FinanceFor 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.
Savvy Wealth, Inc.
FinanceOur app has been designed exclusively for Savvy Wealth clients. Take control of your financial journey with ease, whether you're at home or on the go. We specialize in technology-driven wealth management to provide a seamless view over your full financial landscape.
Ritholtz Wealth Management, LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
Fiducient Advisors LLC
FinanceThe 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.
PMFA INC
FinancePlante Moran Wealth provides Plante Moran Financial Advisors (PMFA) clients on-demand access to investment portfolio information. Plante Moran Wealth is exclusively for clients of PMFA and requires authorized access using a user ID and password.
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...
SmartPro Financial LLC
FinanceThe 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!
Dominion Wealth Management, LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
Rise Private Wealth Advisors LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor
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.
Veracity Capital, LLC
FinanceThe Veracity Capital Mobile phone application enables authorized VeracityCapital clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a Veracity Capital client who has been authorized for the phone application.
NDVR INC
FinanceNDVR designs and manages portfolios to meet the unique requirements of each of our clients. With this mobile application clients have insight into their portfolio performance and convenient access to their Advisor.
CORAL WEALTH MANAGEMENT, LLC
FinanceThe Coral Wealth Management Mobile phone application enables clients to access portfolio data in a simple, elegant interface. You need to be a Coral Wealth Management client user that has been authorized for the phone application.
Wilkinson Global Asset Management LLC
FinanceThe Wilkinson Global Mobile phone application enables our authorized clients to access their portfolio data in a user friendly interface. You will need to be a Wilkinson Global Asset Management LLC client in order to gain access for this application. Please contact your Wilkinson Global Client...
Choice Wealth Advisors, LLC
FinanceThis mobile app allows clients of Choice Wealth Advisors to view account information, balances, and easily contact your advisor.
App information from Apple App Store. Cove Private Wealth and related trademarks belong to Cove Private Wealth, LLC.