Legacy Wealth Management Group

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...

Rhame & Gorrell Wealth

Rhame & Gorrell Wealth Management, LLC

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...

Dominion Wealth

Dominion Wealth Management, LLC

Finance

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

Savvy Wealth

Savvy Wealth, Inc.

Finance

Our 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.

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.

Ascent Wealth Management Group

Ascent Wealth Management Group, LLC

Finance

The Ascent Wealth Management Group, LLC cell phone application enables authorized clients to access their portfolios/accounts information in a simple, elegant interface. • Requirements: You need to be an Ascent Wealth user that has been authorized for the phone application.

Victory Wealth Management LLC

Victory Wealth Management, LLC

Finance

The Victory Wealth Management App is the only thing you need to access your financial accounts, see the latest activity in the markets or your portfolio and contact your Advisor.

Pinnacle Wealth

Access financial data and investment plans

Pinnacle Wealth Planning Services, Inc

Finance

View account balances and transaction history. Access investment portfolios and performance reports. Schedule and manage financial goals. Receive alerts for account activity. Contact support for assistance with financial planning.

ENZI Wealth

ENZI WEALTH LLC

Finance

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

Hohimer Wealth

Hohimer Wealth Management LLC

Finance

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.

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.

Running Point Capital

Running Point Capital Advisors, LLC

Finance

Running Point mobile phone application enables authorized Running Point Capital clients access portfolio and financial data in a simple, integrated and seamless interface. Requirements: You need to be a Running Point Capital client user that has been authorized for the phone application.

SOA Mobile

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.

Symphonia Wealth

SYMPHONIA WEALTH PRIVATE LIMITED

Finance

Symphonia Wealth is one-stop shopping for all your Wealth Management needs.

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.

CapAdv

Capital Advisors Wealth Management, LLC

Finance

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.