RAI Wealth Client Portal

iCapital,LLC

iCapital, LLC

Finance

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

ENZI Wealth

ENZI WEALTH LLC

Finance

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

BlackDiamond WM

View account info, check balances, contact advisor

BlackDiamond Wealth Management Inc.

Finance

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.

SSWP Client Access

SageSpring Wealth Partners, LLC

Finance

View your financial picture, right at your fingertips — the SageSpring Wealth Partners mobile app makes it easy to access your portfolio, download performance reports, and connect with your advisor.

Wealth Partners Alliance

Wealth Partners Alliance, LLC

Finance

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...

Adapt Wealth

Adapt Wealth Advisors LLC

Finance

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

Choice Wealth Advisors

View account info, check balances, contact advisor

Choice Wealth Advisors, LLC

Finance

View account balances and transaction history. Send secure messages to . Access portfolio details and activity logs. Schedule consultations and receive alerts for account changes.

Parkshore

Parkshore Wealth Management

Finance

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

FourstarWealth Client

Eyeballs Financial LLC

Finance

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.

Precision Wealth Strategies

Precision Wealth Strategies, LLC

Finance

This Mobile App allows you to view account performance, balances and easily contact your Precision Wealth Team

PWP Portal

Performance Wealth Partners, LLC

Finance

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

CJM Wealth Adv.

CJM Wealth Advisers, Ltd.

Finance

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

Divvi Wealth

Divvi Wealth Management, LLC

Finance

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.

Windsor Wealth

Windsor Wealth Management, Inc.

Finance

With this app, clients of Windsor Wealth Management can check their account information, monitor their balances, and contact their wealth management team.

Wave Wealth

Wave Wealth Management LLC

Finance

Keep all of your finances at your fingertips with the Wave Wealth mobile app. View and manage your accounts, access and download your Schwab statements, and contact your advisor. - Comprehensive financial picture - Document vault. - Face ID available.

Apollon Client Portal

Apollon Wealth Management, LLC

Finance

The Apollon App allows you to view account information, balances, performance reporting, statements, gains/losses, estimated income yield, etc.