The Black Diamond Mobile phone application enables authorized Black Diamond clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a Black Diamond user that has been authorized for the phone application. If you would like to request access, please contact your Black Diamond primary contact.... - More info on Black Diamond Wealth...

This Mobile App allows you to view account information, balances, planning tools, and easily contact your advisor. - More info on BlackDiamond WM...

For Brokers and Advisors with access to Wealthscape℠ from Fidelity Investments®, Member NYSE, SIPC. The Wealthscape℠ mobile app is available for the iPhone® and iPad®. With an enhanced user experience, you can access critical brokerage information in a mobile environment, improve responsiveness to your clients and manage your practice more efficiently with many of the features you’ve co... - More info on Wealthscape℠...

The Heartwood Wealth Advisors Mobile application enables authorized clients to access investment portfolio data in a simple, clean interface. - More info on Heartwood Wealth Adv...

Simple, powerful, personalized The App is intended for UBS prospects and clients who are or may do business with U.S. registered UBS entities. Navigate your financial life with convenience, thoughtful tools and crisp design - Manage your accounts and cash - Set budgets and track spending with financial tools - Manage your UBS-administered equity awards account* * Once enabled for your company,... - More info on UBS Wealth Managemen...

CASH ACCOUNT: EARN 4.15% Annual Percentage Yield (APY) Earn a high APY with no fees via program banks—and get a 0.65% boost for three months when you join as a new client. Get free instant withdrawals to eligible accounts, and access over 19,000 free ATMs, plus get two ATM fee reimbursements (up to $7.50 each) per month. Learn more at wealthfront.com/cash. AUTOMATED BOND LADDER: LOCK-IN HIGH YI... - More info on Wealthfront: Save an...

With the BMO Invest app: Access your BMO InvestorLine Self-Directed and adviceDirect accounts using your existing Client ID or your BMO Nesbitt Burns portfolio using your online Gateway ID. Get an aggregated view of your InvestorLine or Nesbitt Burns holdings and account details with Portfolio View and set up custom watchlists to monitor stocks and market trends you want to follow. Use Face... - More info on BMO Invest...

Mezzi is a smarter, AI-powered way to build wealth. Access insights previously reserved for those with expensive wealth advisors. Use Mezzi's personalized steps to uncover hidden risk, save on capital-gains taxes, cut fund fees, increase passive income, and optimize your portfolio allocation—all while keeping every investment account exactly where it is. Members have saved thousands of dollars,... - More info on Mezzi Wealth...