PRISM Financial

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

#5

Paragon Advisor

Paragon Advisors, LLC

Paragon Financial Advisors Mobile App allows you to easily view your portfolio values and allocations as well as contact your Advisor.

#6

SmartPro Client Experience

SmartPro Financial LLC

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!

#7

Evelyn Partners Mobile

Evelyn Partners Group Limited

4.83333

Welcome 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...

#8

NDVR Wealth

NDVR INC

4.83333

NDVR 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.

#9

DecisionPoint Financial

DecisionPoint Financial, LLC

Your DecisionPoint Financial app provides an intuitive financial dashboard, interactive reports, investment performance and allocation, document vault, and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic...

#10

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.

#11

RPWA

Rise Private Wealth Advisors LLC

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

#12

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.

#13

Bridgewealth Advisory Group

Bridgewealth Advisory Group, LLC

(2)

This mobile application allows you to view account valuation, performance, and reporting information for authorized users, in an application developed specifically for mobile devices.

#14

Freestone Capital Management

FREESTONE CAPITAL MANAGEMENT LLC

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current...

#15

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.

#16

Paulson Wealth Mobile

PWM LLC

(2)

Paulson Wealth Management's mobile app where unparalleled financial expertise meets personalized service. This app allows you to view account valuation and performance, along with your financial goal plan.

#17

Parkshore

Parkshore Wealth Management

(3)

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

#18

Empirical Wealth Management

EMPIRICAL WEALTH MANAGEMENT, LLC

4

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current...