Opal Wealth Advisors Portal

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

#5

RPWA

View account info, check balances, contact advisor

Rise Private Wealth Advisors LLC

View account details and balances. Contact advisors directly through the . Send secure messages and access transaction history. Manage account settings and notifications.

#6

ENZI Wealth

View account info, check balances, contact advisor

ENZI WEALTH LLC

View account details and balances. Contact advisor directly. Access real-time account updates and transaction history. Send secure messages for support. Manage account inquiries and feedback.

#7

Mayflower Advisors

Mayflower Advisors, LLC

(5)

Mayflower Advisors’ clients can stay connected 24/7 with our Mayflower App mobile interface, which provides secure and customizable access for all your account data—including managed portfolio activity and balances, linked outside accounts, interactive and historic performance reporting, personal...

#8

BlackDiamond WM

View account info, check balances, contact advisor

BlackDiamond Wealth Management Inc.

4.75

View account details and balances. Access planning tools for financial goals. Contact advisors directly through the . Send and receive money securely. Manage transactions and set up alerts.

#9

WealthCounsel

WealthCounsel LLC

(5)

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

#10

Cerro Pacific Wealth Advisors

Cerro Pacific Wealth Advisors LLC

This Cerro Pacific Wealth Advisors app provides a 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 that provides a wholistic snapshot of your finances • Dynamic portfolio...

#11

Legacy Financial Advisors

Legacy Financial Advisors, LLC (U.S.)

The Legacy Financial Advisors app is a mobile client portal exclusively for Legacy Financial Advisors clients. The app gives clients a convenient, centralized location for accessing and managing all of their financial information and resources.

#12

Precision Wealth Strategies

View account balances and contact your team

Precision Wealth Strategies, LLC

View account balances and performance metrics. Contact the Team directly. Access transaction history and send messages for support.

#13

Fiducient Advisors

View portfolio data securely

Fiducient Advisors LLC

4

View portfolio data including asset allocation, performance metrics, and transaction history. Access account statements and tax documents. Receive notifications about market changes and portfolio updates.

#14

Apollon Client Portal

View account info and balances

Apollon Wealth Management, LLC

View account details and balances. Access performance reports and transaction statements. Track gains and losses. See estimated income yield. Manage portfolio performance and financial data.

#15

Alliance Wealth

Alliance Wealth Advisors, LLC

Your Alliance Client Portal can help with: -Monitoring your personal balance sheet -View your investment accounts managed by Alliance -Store, share, and send key documents with our team of advisors -Link external accounts by using our account aggregation tool

#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

PWP Portal

Performance Wealth Partners, LLC

(2)

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

#18

Parkshore

View account info, check balances, contact advisor

Parkshore Wealth Management

View account details and balances. Contact advisors directly through the . Send messages and receive updates on account activity.

#19

GWS&A

Global Wealth Strategies & Associates, LLC

4.25

Global Wealth Strategies & Associates, LLC Private Client Portal. Provides an on-the-go access to view your accounts and personal balance sheet from anywhere at any time. You can review statements, account activity, and contact your advisor all from within this app.

#20

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.