Access personal web portal on iOS
The app provides clients access to their personal web portal on iOS devices. It offers an overview of the Firm, Endowment Investment Philosophy, Account Aggregation technology, and the Online Secure Vault.
Showing 1–20 of 1,000 ranked alternatives.
Alliance Wealth Advisors, LLC
Monitor balances, view accounts, share documents, link
Monitor personal balance sheet and view investment accounts managed by . Store, share, and send documents with advisors. Link external accounts using an account aggregation tool.
UBS AG
Manage accounts, track spending, set budgets
Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.
Citibank, N.A.
Open accounts, request cards, view balances
Open a checking or savings account without visiting a branch. Request a new card for lost, stolen, or damaged cards. View key account details without logging in. Use Zelle to send and split payments. Deposit checks remotely. Find nearby ATMs.
Alltru Credit Union
Aggregate accounts, track loans, manage money
View all accounts and loans in one place with multi-account aggregation. Check balances, transaction history, and merchant spending averages. Manage personal finances securely and efficiently.
Kingsbridge Wealth Management, Inc
Track expenses, view reports, secure documents, budget
View financial data through an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely via a vault. Access budgeting tools and additional financial features.
HOXTON CAPITAL MANAGEMENT FZE
Track net worth in real time
Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.
Wealth Architects, LLC
View financial data and manage budgets
View financial overview through an interactive dashboard. Generate dynamic reports with current investment data. Store and share documents securely with a vault. Manage budgets and track spending.
CATALYST FINANCIAL PARTNERS LLC
Access portfolios, accounts, and vault
Access portfolio valuations, view account and investment overviews, and access the vault. Manage investments, check balances, and review transaction history. Receive alerts and update contact information.
Hohimer Wealth Management LLC
View portfolio, generate reports, store documents
View financial portfolio with an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely via a document vault. Access additional financial tools and features.
True Wealth Design, LLC
View financial data and manage budgets
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Access documents from financial advisors in a secure vault. Manage budgets and track spending. Set financial goals and receive alerts.
The Guardian Life Insurance Company of America
View sheet, track goals, access documents, connect
View personal sheet and track financial goals. Manage tasks and access secure document vault. Connect with financial professional. Set priorities and monitor progress.
EXCELLENT FORTUNE DEVELOPMENT GROUP CO., LTD
Calculate premiums, manage policies, access products
Calculate premiums for various policies including Short Term Endowment , Public , Student , and Health . View available products. Add login and online payment features.
Origin Bank
Check balances, make transfers, pay bills, send
Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Pay bills, deposit checks via photo, and send person-to-person payments. Locate nearby branches and view check images.
Alawwal Bank
Ultimate investment firm for all needs.
The app provides investment services and products. It aims to be an investment firm for user investment needs.
Lake City Bank
Track balances, view trades, and check holdings
View personal balance sheet with real-time updates on trades, transactions, and portfolio holdings. Track cash flow and trends daily. data from over 20,000 institutions via Intelligent Aggregation.
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