Curated apps similar to Douglass Winthrop Portal, ranked by relevance and user ratings.
BULLTICK FINANCIAL SERVICES, LLC
Finance
Bulltick360 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
Finance
SGH 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
Finance
Your 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
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...
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.
Running Point Capital Advisors, LLC
FinanceRunning Point mobile phone application enables authorized Running Point Capital clients access portfolio and financial data in a simple, integrated and seamless interface. Requirements: You need to be a Running Point Capital client user that has been authorized for the phone application.
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...
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.
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.
Dominion Wealth Management, LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
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.
Wealth Partners Alliance, LLC
FinanceThe 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...
Wealth Works Co., Ltd.
Finance您的专属理财师—— 好规划是一家中立的理财服务平台，为您提供一站式财富管理服务。帮助您减少投资过程中的困扰和风险，帮助您安全、快速、稳定地实现财富增值！ 【更专业】理财师团队成员均具有国际认证金融理财师CFP/AFP资质和多年理财服务经验 【更安全】平台由华创资本投资孵化，安全运行超过3年，20万用户信赖之选 联系我们—— 微信公众号：好规划网（plan141）——即时学习理财知识和了解最新资讯，更有专业理财师为您解答理财过程中的各种疑惑。 好规划网站：www.guihua.com
Vestor Capital, 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...
DecisionPoint Financial, LLC
FinanceYour DecisionPoint Financial app provides an intuitive financial dashboard, interactive reports, investment performance and allocation, document vault, and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic...
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.