Opal Wealth Advisors Portal

(3)

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

#5

Kingdom Advisors

Kingdom Advisors, Inc

(14)

The Kingdom Advisors now app allows you to: - Manage your Redeeming Money Conference experience - Easily access hundreds of Kingdom Advisors' resources including popular videos and tools - Join topic specific community groups and interact with other members - Explore job postings Terms of Use:...

#6

PwC PReP

PricewaterhouseCoopers LLP

4.125

(8)

PReP Mobile companion app to https://prep.pwc.com/ - this application will be used to capture data, documents and communication with Partners.

#7

Paragon Advisor

View portfolio values and contact your

Paragon Advisors, LLC

(5)

View portfolio values and allocations in real-time. Contact your directly through the . Access account summaries and transaction history. Send secure messages and schedule meetings.

#8

WealthView

View finances, chat with advisor, track expenses,

Tamarac Inc.

4.15385

(13)

View financial data through an interactive dashboard. Access dynamic reports with current investment details. Store documents securely in a vault. Use budgeting tools to manage expenses. Communicate with a financial advisor within the .

#9

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.

#10

Savvy Wealth

Savvy Wealth, Inc.

(7)

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.

#11

Trinity Oaks Mortgage

Submit loans, track progress, share documents

Trinity Oaks Mortgage, LLC

4.5

(14)

Submit loan applications and track progress in real time. Receive push notifications for important dates and updates. Verify loan information and status. Submit required documents via mobile. Stay engaged from origination to closing.

#12

Alliance Bank Mobile Banking

Access accounts, view balances, transfer funds

Alliance Bank MO

4.23076

(13)

Access account balances and activity. Transfer funds between accounts. Pay bills or friends. Deposit checks by photo. Turn debit card on/off remotely. View transaction history and manage accounts.

#13

OGold Wallet

Buy gold, spend gold, track gold

O GOLD PRECIOUS METALS TRADING L.L.C

4.81818

(11)

Spend gold anywhere with a Mastercard linked to your account. Earn rewards on purchases. Redeem gold for cash or spend it like regular currency. Track spending and manage your gold portfolio within the .

#14

iCapital,LLC

iCapital, LLC

4.2

(5)

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

#15

The Technical Traders Mobile

Technical Traders Ltd.

4.92307

(13)

On the move? Stay on top of the markets and our real-time trade alert signals with The Technical Traders Mobile app.

#16

RPWA

View account info, check balances, contact advisor

Rise Private Wealth Advisors LLC

(4)

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

#17

ENZI Wealth

View account info, check balances, contact advisor

ENZI WEALTH LLC

(4)

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.

#18

Running Point Capital

Access portfolio and financial data securely

Running Point Capital Advisors, LLC

(8)

Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.

#19

Private Client Services

Check balances and review assets

The Capital Group Companies Inc.

4.4

(10)

Check account balances and view investment results. Review up-to-date holdings and recent transactions. Access insights from research analysts. Log in with secure multi-factor authentication. View team contact information.

#20

NAV Portal

Nav Consulting Inc

4.11111

(9)

All the features of the award-winning NAV Portal in a convenient mobile format. The NAV Portal enables investment managers, investors, and auditors to securely access accounting reports, risk analytics, and portfolio data; generate reports; monitor the status of fund activities, and log inquiries...