Wealth Partners Alliance

(2)

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

#5

Paragon Advisor

Paragon Advisors, LLC

Paragon Financial Advisors Mobile App allows you to easily view your portfolio values and allocations as well as contact your Advisor.

#6

iCapital,LLC

iCapital, LLC

4.2

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

#7

Quent Capital

QUENT CAPITAL, LLC

For Quent Capital clients, this mobile application provides an easy way to access your portfolio data from anywhere. You need to be a Quent Capital client that has been authorized for the client portal. If you would like to request access, please contact a member of the Quent Capital team.

#8

WealthCounsel

WealthCounsel LLC

This application is designed to provide WealthCounsel members, and other professionals interested in estate planning and related topics, with access to WealthCounsel community activity.

#9

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.

#10

Wilkinson Global

Wilkinson Global Asset Management LLC

(3)

The Wilkinson Global Mobile phone application enables our authorized clients to access their portfolio data in a user friendly interface. You will need to be a Wilkinson Global Asset Management LLC client in order to gain access for this application. Please contact your Wilkinson Global Client...

#11

Peterson Wealth Advisors

Peterson Wealth Advisors LLC

(2)

The Peterson Wealth Advisors mobile application empowers our retiree clients by providing seamless access to their client portal.

#12

wagely

Financial Wellness Holdings Pte. Ltd.

4.4

We are proud to provide timely access to your salary along with financial education. Currently the Wagely App is only accessible to employees of partnering employers.

#13

MyConfluence

Confluence Wealth Services, Inc.

4

The MyConfluence mobile application provides authorized Confluence Financial Partners clients with seamless access to their financial plan, investment accounts, and important documents—all in one secure and intuitive platform.

#14

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.

#15

Chicago Partners

Chicago Partners Investment Group LLC

4

(3)

Gain unparalleled visibility and control over your wealth with our exclusive mobile app, thoughtfully designed for high-net-worth individuals and family offices. Seamlessly integrated with your wealth management plan, the app provides secure, real-time insights into your financial picture.

#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

Windsor Wealth

Windsor Wealth Management, Inc.

(3)

With this app, clients of Windsor Wealth Management can check their account information, monitor their balances, and contact their wealth management team.

#18

Family Wealth Solutions

Family Wealth Solutions, LLC

(1)

The Family Wealth Solutions Mobile App allows enabled clients to access portfolio data, view reports and statements, and communicate with your Family Wealth Solutions Team in a simple, elegant interface. Requirements: You need to be a client of Family Wealth Solutions that has been enabled for the...

#19

PurposePath

PurposePath Capital, LLC

On demand access to your most important financial information is more convenient than ever with PurposePath Capital's mobile app. This app provides access to your account balances, client reports, performance data, and secure, two-way client vault.

#20

Weston Banks Client Portal

Weston Banks & Company, LLC

4

(1)

The Weston Banks Wealth Partners app enables clients to access portfolio data in a simple, elegant interface. Requirements: You must be an authorized user for the application.