Manage assets, plan finances, invest wisely
by Waldron Private Wealth
Curated apps similar to Waldron Client Portal, ranked by relevance and user ratings.
Elk State Bank
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Elk State Bank is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
ICON FINANCIAL HOLDINGS, INC.
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Download the Locality mobile banking app to manage your accounts simply and securely from anywhere. Everything in One Place Clear dashboards allow you to monitor all of your accounts and transactions at a glance. Simplified Money Management Transfer funds between accounts and make mobile...
Build plans, connect accounts, track finances
NaturalUI Inc.
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Build a financial plan by answering lifestyle questions. Connect bank accounts via Plaid to receive a financial breakdown. Set goals to achieve financial freedom without professional advice.
View checks, manage alerts, track accounts
Busey Bank
FinanceView check images and statements. Set up, manage, and receive customizable account alerts. Snap photos to deposit checks or use Remote Deposit Capture. Reorder debit cards or temporarily disable them.
MFM Investment Ltd
FinanceWealth, together. Discover investment solutions for a broad range of wealth goals, backed by our smart technology and the expertise of our dedicated investment consultants, ready to guide you on your journey. Get started today in three simple steps: 1. Answer a few simple questions 2.
Lendo Inc.
FinanceWith Lendo, experience innovative investment solutions that allow you to support SMEs while earning high returns in the short term. Enjoy a transparent and secure investment journey with a platform designed to simplify your investment process.
健宗 郝
FinancePercento focuses on what matters - your assets and investments, not every coffee purchase. Featured as one of Apple's "Top 10 Finance Apps We Love" WHY USERS LOVE PERCENTO "I don't keep accounts, now I developed the habit of keeping accounts" - User "I love opening the app and seeing my net...
Send money, track expenses, spend instantly
Bolt Financial Inc.
FinanceSend and receive money instantly. Track expenses and budgets. Set up automatic transfers. View transaction history and alerts. Link accounts for unified financial management. Receive notifications for account activity.
Set alerts for balance changes
West Valley National Bank
FinanceView and save monthly statements. Set balance alerts. Make payments to individuals or businesses. Transfer funds between accounts. Deposit checks via photo. Manage financial transactions securely.
The Bank of Baker
FinanceBank of Baker is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
Send money across borders securely
BABB Ltd
FinanceCreate and manage a financial account with security features. Send and receive micropayments globally. Track transactions and view balances. Set up recurring payments. Access financial tools for budgeting and savings.
Invest in funds, track your portfolio, manage
REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED
FinanceManage investment portfolios with real-time tracking and customizable dashboards. View performance metrics and portfolio composition. Access research-driven investment recommendations. Withdraw funds via integrated online ATM functionality.
HOXTON CAPITAL MANAGEMENT FZE
FinanceThe Hoxton Wealth app revolutionises how international and cross-border investors manage their wealth by offering a comprehensive suite of features.
Access accounts, transfer funds, view balances
Marathon Bank
FinanceView account balances and transactions instantly. Deposit checks via photo. Manage account settings and security options. Set up alerts for account activity. Transfer funds between accounts. Pay bills directly from the .
Check balances, view history, make transfers
Platte Valley Bank
FinanceCheck account balances, view transaction history, and make transfers with real-time updates. Access account details anytime from any location. Securely manage funds without storing sensitive data on the device.
View accounts, send payments, track expenses
Forward Financial Bank
FinanceView accounts and transfer funds. Pay bills, deposit checks, and manage loans. Access eStatements and stop payments. Manage users and generate account reports. View cash management details and track transactions.
Goldman Sachs
FinanceAccess your Goldman Sachs account anytime on the new GS PWM app.
Foundation CU
FinanceFoundation 24/7 is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
Check balance, track contributions, view insurance
Host-Plus Pty Limited
FinanceCheck account balance, track contributions, and view insurance details. Access member-specific information and manage account settings. Receive notifications for account updates and transaction alerts.
WealthCharts LLC
FinanceThe next generation of trading research, analysis, and execution has arrived right at your fingertips! WealthCharts brings cutting-edge tools, competition-tested strategies, and automated algorithmic analysis to retail traders and long-term investors. CHARTS Build your Watchlists with your...
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