WQ View

(7)

Beacon Hill Private Wealth mobile allows you to easily view your portfolio values and allocations.

#5

Composition Wealth Portal

Composition Wealth, LLC

The Composition Wealth mobile phone application enables authorized clients to access portfolio data in a simple, elegant interface. Requirements: You must be a Composition Wealth client authorized to use the phone application.

#6

Ritholtz Wealth Mobile

Ritholtz Wealth Management, LLC

(6)

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

#7

Wealth Partners Alliance

Wealth Partners Alliance, LLC

4.2

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...

#8

CapAdv

Capital Advisors Wealth Management, LLC

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.

#9

SSWP Client Access

SageSpring Wealth Partners, LLC

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.

#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

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...

#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

Fiducient Advisors

Fiducient Advisors LLC

4

The Fiducient Advisors mobile phone application enables authorized Fiducient Advisors clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a Fiducient Advisors client authorized for the phone application.

#14

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.

#15

ENZI Wealth

ENZI WEALTH LLC

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

#16

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.

#17

Crestwood Advisors

Crestwood Advisors Group LLC

The Crestwood Advisors phone application allows their wealth management clients mobile access to the Black Diamond client portal, where client household & account information can be viewed in a simple, easy to understand format. Requirements: You need to be a Crestwood Advisors wealth management...

#18

Wilkinson Global

Wilkinson Global Asset Management LLC

(3)

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...