Coral Wealth Management

(6)

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

#5

Ritholtz Wealth Mobile

Ritholtz Wealth Management, LLC

(6)

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

#6

SOA Mobile

Seasons of Advice Wealth Management, LLC

4.33333

(6)

We at SOA Wealth Management are committed to helping you achieve your financial potential. With SOA Mobile you have secure access to your accounts, holdings, performance and activity.

#7

CapAdv

Capital Advisors Wealth Management, LLC

(5)

The Capital Advisors mobile phone applications enables our Clients to access their portfolio data in a simple and elegant interface. Requirements: You need to be a Client of our Firm to be authorized to download this application. Please call us at 866.469.5030 for any questions.

#8

Wealth Partners Alliance

Wealth Partners Alliance, LLC

4.2

(5)

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...

#9

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...

#10

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.

#11

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.

#12

Ox Road Capital

Ox Road Capital LLC

The Ox Road Capital Mobile phone application enables authorized Ox Road Capital clients to access portfolio data in a simple, elegant interface. Requirements: You need to be an Ox Road Capital client who has been authorized for the phone application.

#13

FourstarWealth Client

Eyeballs Financial LLC

FourStar Wealth Advisor App The FourStar Wealth mobile app is the mobile version of the FourStar Wealth dashboard that financial advisors access from their web browser.

#14

Wilkinson Global

Wilkinson Global Asset Management LLC

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...

#15

Choice Wealth Advisors

Choice Wealth Advisors, LLC

This mobile app allows clients of Choice Wealth Advisors to view account information, balances, and easily contact your advisor.

#16

Divvi Wealth

Divvi Wealth Management, LLC

Welcome to Divvi Wealth Management's mobile application! Our app will allow you to view detailed information about your account, collaborate with our team and stay connected with your financial plan.

#17

Adapt Wealth

Adapt Wealth Advisors LLC

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

#18

Parkshore

Parkshore Wealth Management

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

#19

Ascent Wealth Management Group

Ascent Wealth Management Group, LLC

(2)

The Ascent Wealth Management Group, LLC cell phone application enables authorized clients to access their portfolios/accounts information in a simple, elegant interface. • Requirements: You need to be an Ascent Wealth user that has been authorized for the phone application.

#20

Veracity Capital

Veracity Capital, LLC

(2)

The Veracity Capital Mobile phone application enables authorized VeracityCapital clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a Veracity Capital client who has been authorized for the phone application.