Curated apps similar to Douglass Winthrop Portal, ranked by relevance and user ratings.
INSTITUTIONAL CASH DISTRIBUTORS TECHNOLOGY, LLC
Finance
Wherever 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...
Fiduciary Trust Company International
Finance
Fiduciary Trust International provides wealth planning, investment management, trust, estate and family office services designed to grow and protect your wealth through generations. As a Fiduciary Trust International client, you can use our mobile app to manage your accounts.
Investcorp Holdings B.S.C. (c)
Finance
Investcorp 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.
Wealth More Enterprise, Inc
FinanceInvestors with wealth advisors do better.
Access financial data and investment plans
Pinnacle Wealth Planning Services, Inc
FinanceView account balances and transaction history. Access investment portfolios and performance reports. Schedule and manage financial goals. Receive alerts for account activity. Contact support for assistance with financial 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.
eVestment Alliance, LLC
FinanceFor institutional investors, consultants, asset managers and hedge funds subscribing to eVestment Analytics, this free app provides on-the-go access to manager research, due diligence, competitive comparisons, interactive charting and more.
Yowlo Inc.
FinanceYowlo provides access to guided financial analysis and informed decision-making for individual investors. Every investment starts with an idea. Use our powerful and intuitive screening tools to choose which stocks to follow.
BULLTICK FINANCIAL SERVICES, LLC
FinanceBulltick360 is a digital wealth management consolidation platform in which users can see their full balance sheet with financial assets, fixed assets, deferred assets and liabilities.
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.
Dakota Wealth Management, LLC
FinanceThis app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current...
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.
PMFA INC
FinancePlante Moran Wealth provides Plante Moran Financial Advisors (PMFA) clients on-demand access to investment portfolio information. Plante Moran Wealth is exclusively for clients of PMFA and requires authorized access using a user ID and password.
Dominion Wealth Management, LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
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.
Plan with custom scenarios
Equitable Financial Services, LLC
FinanceCustomize scenarios and view historical data in charts and graphs. Generate client-approved digital reports. Access structured capital strategies for volatility protection. Track portfolio performance and adjust investment allocations.
NDVR INC
FinanceNDVR designs and manages portfolios to meet the unique requirements of each of our clients. With this mobile application clients have insight into their portfolio performance and convenient access to their 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.
App information from Apple App Store. Douglass Winthrop Portal and related trademarks belong to DOUGLASS WINTHROP ADVISORS, LLC.