Curated apps similar to Legacy Financial Advisors, ranked by relevance and user ratings.
Michigan Legacy Credit Union
Finance
Michigan Legacy Member Connect lets you securely interact with professionals you trust from anywhere.
RightCapital Inc.
Finance
RightCapital provides a clear, complete, and simple way for you to view and track your financial life and connect with your financial advisor.
Legacy State Bank
Finance
Start banking wherever you are with your Legacy State Bank Mobile for mobile app! Available to all Legacy State Bank online banking customers. Your Legacy State Bank Mobile for iPhone mobile app allows you to check balances, make transfers and pay bills.
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
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.
Legacy Financial App LLC
FinanceWelcome to our financial application for mobile devices, designed to help individuals, families, churches, and businesses achieve a debt-free future.
MY TOOL BOX PRO LLC
FinanceFinance 360: Empowering Your Financial Decisions with Expert Connections Overview: Finance 360 is not just an app; it's your gateway to personalized financial expertise.
Insights Investments LLC
FinanceAn investment platform with AI & Machine Learning at its core, providing financial advisors with a suite of products to better serve their customers.
Michigan Legacy Credit Union
FinanceMichigan Legacy Credit Union Mobile provides members convenient access to our website, mobile check deposit, mobile banking, branch and contact information.
Savvy Wealth, Inc.
FinanceOur 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.
OpenArc Corporate Advisory, LLC
FinanceThe OpenArc Client Portal mobile app makes it easy to access your portfolio, download performance reports, and connect with your advisor, all at your fingertips.
Paragon Advisors, LLC
FinanceParagon Financial Advisors Mobile App allows you to easily view your portfolio values and allocations as well as contact your Advisor.
Track expenses, set goals, learn finance
Financial Finesse, Inc.
FinanceCheck wellness score and receive a personalized action plan. Track progress as action steps are completed. Interact with Aimee™ for guidance. Set goals and monitor improvements over time.
Legacy Trust Company
FinanceThis 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...
Fiducient Advisors LLC
FinanceThe Fiducient Advisors mobile phone application enables authorized Fiducient Advisors clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a Fiducient Advisors client authorized for the phone application.
Fiduciary Trust Company International
FinanceFiduciary Trust International provides wealth planning, investment management, trust, estate and family office services designed to grow and protect your wealth through generations. As a Fiduciary Trust International client, you can use our mobile app to manage your accounts.
Legacy Wealth Management Group, Inc
FinanceThe Legacy Wealth Management Group phone application enables our clients to access in depth portfolio performance data in a simple, elegant interface. View all your financial accounts in one place, staying informed on daily and historical performance.
Jacobson & Schmitt Advisors, LLC
FinanceAccess your entire up-to-date net worth and financial plan on the go with the Jacobson & Schmitt Advisors mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture • Dynamic reports to monitor cash flow, transactions, and...
Legacy Investment Strategies, LLC
FinanceLegacy Mobile is a cutting-edge mobile app designed exclusively for Legacy Investment Strategies Clients. We believe our clients will find our app to be a seamless and efficient way to access their accounts and stay up-to-date with their financial plans.
Mayflower Advisors, LLC
FinanceMayflower Advisors’ clients can stay connected 24/7 with our Mayflower App mobile interface, which provides secure and customizable access for all your account data—including managed portfolio activity and balances, linked outside accounts, interactive and historic performance reporting, personal...
App information from Apple App Store. Legacy Financial Advisors and related trademarks belong to Legacy Financial Advisors, LLC (U.S.).