Apps Like First Light Wealth Advisors for iPhone and iPad
First Light Wealth Advisors screenshots
Ranked alternatives
Showing 61–80 of 1,000 ranked alternatives.
Family Wealth Solutions
Family Wealth Solutions, LLC
View portfolio data and reports
Access portfolio data and view reports and statements. Communicate with the Team. Navigate a simple and elegant interface for financial insights and updates.
Opal Wealth Advisors Portal
Opal Wealth Advisors, LLC
Access client and manage accounts
Access client for financial accounts, view portfolio performance, and communicate with . Submit requests, track transactions, and receive account updates directly through the .
GWS&A
Global Wealth Strategies & Associates, LLC
View accounts, track balance, contact advisor
View account balances and portfolio performance in real time. Review statements and transaction history. Contact advisors directly. Access daily updated dashboards and performance reports. Manage personal balance sheet and account activity.
CIBC Mobile Wealth
Canadian Imperial Bank of Commerce
Monitor investments and trade on the go.
The app allows users to monitor investments across various CIBC accounts. Users can discover investment ideas, trade various assets, and access account statements and trade confirmations.
Windsor Wealth
Windsor Wealth Management, Inc.
Check balances and contact your team
Check account balances and transaction history. View portfolio performance and asset allocation. Send secure messages to management team. Request account updates or document downloads. Set up account alerts and notifications.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.