Legacy Wealth Management Group

Legacy Bank Mobile Banking

Legacy Bank (VA)

Finance

Legacy Bank Mobile Banking can help you manage your money anytime, anywhere from your phone.

Legacy - Mobile Banking

Legacy Community Federal Credit Union

Finance

All new app - We Craft Financial Solutions Banking is easier than ever with the Legacy Credit Union Mobile Banking app! Access all of your accounts on the go! Sign-in is quick and you can breeze through payments, transfers, check deposits and more with just a few taps.

The Legacy Wealth App

LEGACY WEALTH LLC

Finance

The 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

Beacon Hill

Beacon Hill Private Wealth LLC

Finance

Beacon Hill Private Wealth mobile allows you to easily view your portfolio values and allocations.

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.

Ritholtz Wealth Mobile

Ritholtz Wealth Management, LLC

Finance

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

Legacy Financial Advisors

Legacy Financial Advisors, LLC (U.S.)

Finance

The Legacy Financial Advisors app is a mobile client portal exclusively for Legacy Financial Advisors clients. The app gives clients a convenient, centralized location for accessing and managing all of their financial information and resources.

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...

Composition Wealth Portal

Composition Wealth, LLC

Finance

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.

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.

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

Legacy Financial App

Legacy Financial App LLC

Finance

Welcome to our financial application for mobile devices, designed to help individuals, families, churches, and businesses achieve a debt-free future.

The Retirement Planning Group

THE RETIREMENT PLANNING GROUP, INC.

Finance

The Retirement Planning Group phone application is a simple, elegant interface that allows clients to review performance, account values, income, distributions, upload and download documents from their vault, link outside accounts to create a holistic Net Worth summaries and receive alerts from...

ENZI Wealth

ENZI WEALTH LLC

Finance

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

Legacy Trust Family Wealth

Legacy Trust Company

Finance

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...

Divvi Wealth

Divvi Wealth Management, LLC

Finance

Welcome to Divvi Wealth Management's mobile application! Our app will allow you to view detailed information about your account, collaborate with our team and stay connected with your financial plan.

Windsor Wealth

Windsor Wealth Management, Inc.

Finance

With this app, clients of Windsor Wealth Management can check their account information, monitor their balances, and contact their wealth management team.