Curated apps similar to Douglass Winthrop Portal, ranked by relevance and user ratings.
Review documents, chat securely, sign agreements, upload
TaxDome LLC
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Review and approve documents, scan and upload files, chat securely with accounting professionals, sign documents electronically, complete questionnaires, and pay invoices.
AppFolio
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The Investor Portal provides Real Estate investors a centralized hub to view your investments and updates from your Investment Manager. • Track investment performance • View and sign key documents & reports • Get real-time project updates • Submit interest in new offerings
Altruist Corp
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Altruist gives you full access to your investments and your Altruist financial advisor.
Insights Investments LLC
FinanceAn investment platform with AI & Machine Learning at its core, providing financial advisors with a suite of products to better serve their customers.
OpenArc Corporate Advisory, LLC
FinanceThe OpenArc Client Portal mobile app makes it easy to access your portfolio, download performance reports, and connect with your advisor, all at your fingertips.
MD Wealth Management, LLC
FinanceMD Wealth Management client portal
Nav Consulting Inc
FinanceAll 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...
INSTITUTIONAL CASH DISTRIBUTORS TECHNOLOGY, LLC
FinanceWherever you are, you can securely access ICD Portal to view your balances, exposure, and fund performance. Authorized users can: VIEW PORTFOLIO DASHBOARDS o See trade status and balances by portfolio, account or entity o Understand and monitor yields on investments o Review historical fund...
Investcorp Holdings B.S.C. (c)
FinanceInvestcorp Wealth provides investors a seamless entry point into the world of alternative investments. Investors can create an account within the app and start allocating capital across a diverse platform of investment opportunities that provide highly attractive risk-adjusted returns.
Pinnacle Wealth Planning Services, Inc
FinanceThis app allows clients of Pinnacle Wealth Planning Services to access their financial and investment planning.
WealthCounsel LLC
FinanceThis application is designed to provide WealthCounsel members, and other professionals interested in estate planning and related topics, with access to WealthCounsel community activity.
SGH Wealth Management, LLC
FinanceSGH Wealth Management provides its clients with next-generation portfolio reporting to help you effortlessly monitor your investments and overall financial picture.
Alliance Wealth Advisors, LLC
FinanceYour 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
Global Wealth Strategies & Associates, LLC
FinanceGlobal 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.
Sanderson Wealth Management LLC
FinanceThe Sanderson Wealth Management Client Portal is your centralized, secure access point for financial visibility and collaboration. Designed to support high-net-worth individuals and families, the portal brings together household and account balances, performance data, and asset allocation insights...
SageSpring Wealth Partners, LLC
FinanceView 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.
Willow Financial LLC
FinanceThe Willow Application is a secure financial dashboard for registered clients of the firm to be able to view their portfolio, upload files, communicate with the advisor team, and so much more at Willow Financial.
Legacy Financial Advisors, LLC (U.S.)
FinanceThe 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.
Eyeballs Financial LLC
FinanceFourStar 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.
Braintrust Investment, LLC
FinanceBraintrust provides curated investment offerings and wealth management services for investors seeking access to premium banking, private markets, and professional portfolio management.
App information from Apple App Store. Douglass Winthrop Portal and related trademarks belong to DOUGLASS WINTHROP ADVISORS, LLC.