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...

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

Alphanso Wealth Take control of your financial future with Alphanso - your ultimate wealth management app. Combining cutting-edge ML models with expert human expertise, Alphanso provides personalized financial planning to help you achieve your goals. Whether you're building wealth, optimizing taxes, planning for retirement, or leaving a legacy, Alphanso empowers you to plan smarter for your futur... - More info on Alphanso Wealth...

The Concentrum Wealth mobile app enables clients to access portfolio information with ease. Account values, activity summaries, allocation, performance, and more are now at your fingertips. Concentrum’s Wealth Management service isn’t just about your money. It’s about your life, your goals, your vision, your future. Concentrum Wealth works hard to build a relationship with our clients. We fo... - More info on Concentrum Wealth...

Aaron Wealth Advisors is a registered independent advisory firm dedicated to helping sophisticated individuals, multi-generational families, and family offices manage the complex business of their wealth. Aaron Wealth Connect enables you to securely collaborate with Aaron Wealth advisors at any time, from any place. Aaron Wealth Connect ensures that all collaboration is secure, private, and comp... - More info on Aaron Wealth Connect...

Access the tools you need to manage your wealth and collaborate with your advisor. - More info on Orion Wealth Managem...

The IFA app, from Index Fund Advisors, is an educational resource for investors. Index Fund Advisors provides personalized fiduciary wealth services to help clients achieve their long-term financial goals. The IFA app makes it easy to: • Connect with IFA's Wealth Advisors via phone, email or Facetime for personalized advice based on your financial goals • Read and share evidence-based inve... - More info on Index Fund Advisors...

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...