Beverly Hills Private Wealth

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

Tolleson Private Bank

Tolleson Management LP

Finance

Welcome to the Tolleson Private Bank mobile application. Clients can view account balances and history, transfer funds between Tolleson accounts, pay bills and deposit checks. Users of this app must first enable mobile banking through Tolleson Private Bank's online banking platform.

Dominion Wealth

Dominion Wealth Management, LLC

Finance

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

True Wealth Design

True Wealth Design, 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...

Dakota Wealth Management

Dakota 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...

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

Epic Estates Mobile App

EPIC RE VENTURES LLC

Finance

Epic Estates application allows partners to view your Investments, Properties (location, boundary, and all documents), Tax Documents, Operating Agreements, and Payments on your mobile application.

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.

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...

Evelyn Partners Mobile

Evelyn Partners Group Limited

Finance

Welcome to the Evelyn Partner Mobile app – a more secure, stable and improved digital experience for our clients. With the app, you can: - Manage your Evelyn Partners investment portfolio - See your current portfolio values at a glance - Check the performance, assets and allocation of your...

RPWA

Rise Private Wealth Advisors LLC

Finance

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

Greyspace

Greyspace Financial LLC

Finance

This app is for clients who use Greyspace Financial Services. View detailed analytic reports, load bookkeeping receipts, and schedule meetings all on your phone. An all-in-one encrypted portal for every client to access their business reports & bookkeeping documents.

TL Wealth

TL Private Wealth LLC

Finance

The TL Private Wealth Mobile App allows for client access to portfolio values, holdings, performance details, and more.

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.

Midwest Financial Partners Inc

Midwest Financial Partner

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...