Wealthscape Investor℠
National Financial Services LLC
Finance
Use Wealthscape Investor to access your managed brokerage accounts from anywhere.
Free
Finding alternatives to
Top 20 Alternatives
Curated apps similar to GlobalWealth Access, ranked by relevance and user ratings.
Client Access
Raymond James Financial, Inc.
Finance
Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit checks, and access up-to-the-minute market information.
Free
Wealth Elite
REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED
Finance
(This App is only for registered privileged investors.) Wealth Elite empowers Investors to invest online in top-performing mutual funds schemes, track and manage your Wealth portfolio, map your investments with your life's goals. Key Features of Wealth Elite: • Easy Portfolio Manager - We made...
Free
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#4 
iA Private Wealth
Industrial Alliance Insurance and Financial Services Inc.
FinanceSecurely monitor your portfolio and stay in touch with your Investment Advisor while you’re on the go! Now you can access all the same great features as our Client Portal, but in a convenient mobile app that keeps you connected with your investments anywhere and anytime.
Free -
#5 
NB Private Wealth
Neuberger Berman Group LLC
FinanceAccess 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).
Free -
#6 
WealthView
Tamarac Inc.
FinanceSee your complete financial picture and interact with your financial advisor using WealthView.
Free -
#7 
Wing: Access Private Wealth
Wing Financial, Inc.
FinanceWING GIVES YOU EXCLUSIVE ACCESS TO THE NATION’S LEADING PRIVATE WEALTH FIRMS. Wing is the exclusive trusted partner of top-tier institutions, empowering their elite investment teams—renowned for managing billions for institutions and high-net-worth clients—to expertly manage your wealth without...
Free -
#8 
The Legacy Wealth App
LEGACY WEALTH LLC
FinanceThe Customized Legacy Wealth mobile app through Black Diamond enables Legacy Wealth clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a Legacy Wealth client
Free -
#9 
FTWA Wealth Access
FifthThird Bank
FinanceFifth 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.
Free -
#10 
Plante Moran Wealth
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.
Free -
#11 
Wealth Partners Alliance
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...
Free -
#12 
Composition Wealth Portal
Composition Wealth, LLC
FinanceThe 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.
Free -
#13 
GWS&A
Global Wealth Strategies & Associates, LLC
FinanceGlobal Wealth Strategies & Associates, LLC Private Client Portal. Provides an on-the-go access to view your accounts and personal balance sheet from anywhere at any time. You can review statements, account activity, and contact your advisor all from within this app.
Free -
#14 
wagely
Financial Wellness Holdings Pte. Ltd.
FinanceWe are proud to provide timely access to your salary along with financial education. Currently the Wagely App is only accessible to employees of partnering employers.
Free -
#15 
PFG Private Wealth
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.
Free -
#16 
SSWP Client Access
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.
Free -
#17 
First Oak Wealth Management
First Oak Wealth Management LLC
FinanceFirst 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...
Free -
#18 
Wilkinson Global
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...
Free -
#19 
Great Plains Trust GWA
Great Plains Trust Company, Inc.
FinanceGreat Plains Trust GWA app enables authorized clients to access their portfolio data in a simple, easy to use, interface. Users can see total net worth, individual holdings, transactions, asset allocation, retrieve statements, and build custom account groups to customize your views.
Free -
#20 
CapAdv
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.
Free
App information from Apple App Store. GlobalWealth Access and related trademarks belong to Fi-Tek, LLC.