Legacy Wealth Management Group

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

#5

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.

#6

Pinnacle Wealth

Pinnacle Wealth Planning Services, Inc

This app allows clients of Pinnacle Wealth Planning Services to access their financial and investment planning.

#7

Hohimer Wealth

Hohimer Wealth Management LLC

This 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.

#8

SOA Mobile

Seasons of Advice Wealth Management, LLC

4.33333

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.

#9

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.

#10

Precision Wealth Strategies

Precision Wealth Strategies, LLC

This Mobile App allows you to view account performance, balances and easily contact your Precision Wealth Team

#11

CapAdv

Capital Advisors Wealth Management, LLC

The 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.

#12

Legacy Financial App

Legacy Financial App LLC

(3)

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

#13

The Retirement Planning Group

THE RETIREMENT PLANNING GROUP, INC.

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...

#14

PFG Private Wealth

PFG Private Wealth Management, LLC

PFG 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.

#15

ENZI Wealth

ENZI WEALTH LLC

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

#16

First Oak Wealth Management

First Oak Wealth Management LLC

First 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...

#17

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.

#18

Legacy Trust Family Wealth

Legacy Trust Company

(2)

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...

#19

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...

#20

Divvi Wealth

Divvi Wealth Management, LLC

(3)

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.