The AI Assistant built for financial advisors. Save 10+ hours every week on meeting prep, documentation, and follow-up. All from your phone. Zocks Mobile brings the power of AI to every client conversation. Whether you're preparing for a portfolio review in the parking lot, capturing a discovery meeting over coffee, or staying organized between appointments, Zocks handles the admin work so you ca... - More info on Zocks...

The Crestwood Advisors phone application allows their wealth management clients mobile access to the Black Diamond client portal, where client household & account information can be viewed in a simple, easy to understand format. Requirements: You need to be a Crestwood Advisors wealth management client that has been authorized for the phone application. If you would like to request access, please... - More info on Crestwood Advisors...

Transcend Capital Advisors LLC is a registered Investment Advisor created to provide wealth management clients with a better and more comprehensive solution. Access our client portal here to view your accounts, portfolio breakdown and performance, and vault, your secure online document storage site for personal financial documents, performance reports, and account statements. For more information... - More info on Transcend Capital Ad...

Designed for our U.S. clients and prospects, the RBC Wealth Management Online App provides you with easy account access on-the-go. View your accounts, securely contact your advisor and access market data at the touch of a button. Simply sign in using the same username and password you set up for RBC Wealth Management Online desktop access, or complete registration if you have not done so (appli... - More info on RBC WM Online U.S....

This mobile app allows you to view account information, balances, and easily contact your advisor. - More info on Goldstein Advisors...

Tap Into Over 28 Years of Coaching Some of The Most Successful Financial Advisors In The Industry. Get Full Access To The Mindset, Strategies, Behaviors, & Habits to Elevate Yourself, Your Business, & Your Bank Account. AS A PRO MEMBER, YOU ARE GOING TO GET ACCESS TO: A Coaching Video Every Business Day Invitation to Attend Our Weekly Live Zoom Coaching Cast Access to Pro Only Coaching Content... - More info on Magellan Network/Mas...

Signal Community is the premier social media app tailored for financial advisors hungry for growth and success, brought to you by Signal Advisors. Connect, converse, and collaborate seamlessly within a vibrant social-style forum. Engage with fellow advisors, sharing insights, dissecting market trends, and exploring innovative strategies. It's your platform to communicate, ideate, and stay ahead i... - More info on Signal Community...

For PlanMember clients, the PlanMember App provides you fast, easy and secure access to your PlanMember accounts and related information, right from your mobile device. Features include: *Access your PlanMember accounts including balances, allocations, periodic investments, systematic withdrawals, transaction history and review of your beneficiaries *One-tap contact with your PlanMember Financia... - More info on PlanMember...