Curated apps similar to Douglass Winthrop Portal, ranked by relevance and user ratings.
The Practical Investor, LLC
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The Practical Investors (TPI) offers a community where users can get access to Stock Price Predictions from other HIGHLY successful, proven traders on the app. +STOCK PRICE PREDICTIONS Most retail investors and traders don’t have enough time to do super thorough research on stocks, and often lose...
UL Insights LLC
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UpLotto: Your Smart Lottery Companion UpLotto is designed to revolutionize the way you manage your lottery activities.
PMFA INC
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Plante 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.
A F FOR SECURITIES BROKERAGE
FinanceGuROW is an AI compelled investment advisory app that aims to serve small and medium investors with primarily updated news and finance plans counselling and secondly by becoming the investment services platform that offers a wide range of the most reliable investment services that cater to all...
The Capital Group Companies Inc.
FinanceCapital Group Private Client Services clients can access account information wherever and whenever with our mobile app.
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.
Dominion Wealth Management, LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
VENNRE VENTURES ADVISERS (VVA) LTD
FinanceVennre is the ultimate digital platform designed for professional investors looking to enhance their wealth creation and diversification strategies with private market investments. • Access Top Tier Private Investments: Vennre's app offers professional investors access to private market deals...
Jadwa Investment
FinanceJadwa is a leading investment management and advisory firm that offers a wide range of Shariah-compliant investments.
REDWOOD TRUST, INC.
FinanceUsers that are registered with Redwood Trust as a Redwood Live enabled user can login and access dashboards for their loan pipeline containing various operation metrics for the company they represent. The Redwood Live application updates all data and dashboards while the user has the application...
ASC Trust, LLC
FinanceReview and manage your employer sponsored retirement plan with ASC Trust. Check your retirement balance on the go! View investments View your contributions Communicate with in-app messages
GENUINE IMPACT LTD
FinanceGet to know your investments inside out - invest with confidence when you have Genuine Impact by your side. Our tools help you to keep track of your current portfolio, find new investment ideas and compare stocks and funds to make sure you have all the knowledge you need to make investment...
Patricio Dieck
FinancePocketAnalyst produces institutional-grade investment analysis in a simple mobile app.
Access liquidity and manage funds on
Goldman Sachs
FinanceAccess account details for loans and savings. Log in with biometrics or credentials. Transfer funds between internal and external accounts. Schedule payments and view transaction history. Manage linked accounts and monitor balances in real time.
Protax Consulting Services Inc.
FinanceThis powerful new free Finance and Tax App has been developed by the team at Protax Consulting Services to give you news at your fingertips, 24/7. The Protax Consulting Services app is designed to be a helpful place to get critical information whenever you need it.
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.
Envestnet Financial Technologies, Inc.
Finance'Take control of your finances with Envestnet Client View, the mobile app designed to simplify your financial life and empower you to achieve your financial goals. Whether you're a seasoned investor or just starting your financial journey, this app has something for everyone.
Manage portfolios and track performance
NDVR INC
FinanceView portfolio performance metrics and holdings. Access advisor contact information and communication tools. Submit inquiries and request portfolio adjustments. Receive notifications about market changes and account updates.
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.
Castle Commercial Capital LLC
FinanceWELCOME TO CASTLE COMMERCIAL CAPITAL MOBILE APP: Designed by people who love real estate funding – for people who love to get funded.
App information from Apple App Store. Douglass Winthrop Portal and related trademarks belong to DOUGLASS WINTHROP ADVISORS, LLC.