Long Angle is a free global community for high net worth investors. We help each other achieve greater personal finance success. Our members rely on Long Angle as a confidential, unbiased resource for knowledge sharing, networking and unique access to private markets. Members attend live events (dinners and virtual Zoom events) and discuss all major areas of high-net-worth personal finance includi... - More info on Long Angle...

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...

Addepar provides the most recent portfolio data to advisors and their clients. Users can see net worth, performance, and asset allocation. Dive deep into the portfolio by asset class and view major transactions. Interested in Addepar, but not sure if your financial advisor uses it? Ask about Addepar in your next meeting, and get ready for a clearer financial picture at every level.... - More info on Addepar...

This mobile app allows clients of Cooper Tower Wealth secure access 24/7 to to view account information, balances and easily contact your advisor. - More info on Cooper Tower...

Welcome to BBAE Pro! Our platform helps you confidently navigate the financial markets, catering to all - from active investors to those preferring automated wealth management. Discover the BBAE difference through our innovative solutions. BBAE MyMarket: Empower your financial journey with advanced tools for stocks, options, and ETFs. Unleash the full potential of your investments cost-effective... - More info on BBAE Pro: Investing ...

Refocus advisors on client connection in this modern digital world with Morningstar for Advisors, the smartphone companion to Morningstar Advisor Workstation. Digitize portfolio information almost instantly with its intelligent digital assistant's simple capture, crop, and create workflow. • Capture and Crop With Ease You can either capture images of client portfolios with a single page stateme... - More info on Morningstar for Advi...

Easy, secure access to your Primerica Advisors accounts - More info on Primerica Advisors...

Take control of your finances using BrightPlan for personalized financial guidance, tracking your goals, and making a plan based on your unique situation to thrive! This employer provided benefit helps reduce financial stress and build your confidence when it comes to money. BrightPlan’s offerings may vary by country and employer. Learn: BrightPlan Academy offers tailored educational resources... - More info on BrightPlan...