OpenArc Client Portal

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

#5

SOA Mobile

Seasons of Advice Wealth Management, LLC

4.33333

We at SOA Wealth Management are committed to helping you achieve your financial potential. With SOA Mobile you have secure access to your accounts, holdings, performance and activity.

#6

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.

#7

Evelyn Partners Mobile

Evelyn Partners Group Limited

4.83333

Welcome to the Evelyn Partner Mobile app – a more secure, stable and improved digital experience for our clients. With the app, you can: - Manage your Evelyn Partners investment portfolio - See your current portfolio values at a glance - Check the performance, assets and allocation of your...

#8

Hohimer Wealth

Hohimer Wealth Management LLC

This app provides an intuitive dashboard of your finances, interactive reports, document vault and more- all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete portfolio. • Dynamic reports with current investment information.

#9

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.

#10

Around Earnings

Eigennet LLC

Our app is designed to provide you with up-to-date financial news and analysis that can assist you in making informed decisions when it comes to buying and selling stocks.

#11

RevolutionGroup

Revolution Group, LLC

This Revolution Group App is the mobile version of our client portal and allows our clients to view their accounts, statements, performance, and entire portfolio in one place.

#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

Adapt Wealth

Adapt Wealth Advisors LLC

(3)

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

#14

MyConfluence

Confluence Wealth Services, Inc.

4

The MyConfluence mobile application provides authorized Confluence Financial Partners clients with seamless access to their financial plan, investment accounts, and important documents—all in one secure and intuitive platform.

#15

Composition Wealth Portal

Composition Wealth, LLC

(5)

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.

#16

Choice Wealth Advisors

Choice Wealth Advisors, LLC

(3)

This mobile app allows clients of Choice Wealth Advisors to view account information, balances, and easily contact your advisor.

#17

Fountainhead

Fountainhead Capital Management, LLC

The Fountainhead Advisors App provides you with convenient and easy account access on-the-go. Now you can view your holdings summary, track your portfolio values, analyze your investments' performance, access the latest news and market commentaries and securely contact your advisor.

#18

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.

#19

Greenwood Gearhart Client App

Greenwood Gearhart Inc.

4

The Greenwood Gearhart App is for Greenwood Gearhart clients and enables access to their portfolio on the go! Featuring a Portfolio Dashboard, Relationship Timeline, Document Vault, and more, the Greenwood Gearhart Client App is a great way to stay in touch with your dedicated wealth management...

#20

Alliance Wealth

Alliance Wealth Advisors, LLC

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