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 Bloom Advisors Mobile phone application provides authorized clients with access to portfolio data in a simple, elegant interface. Only authorized clients have access. If you would like to request access, please contact your primary contact at Bloom Advisors. - More info on Bloom Advisors Clien...

90% less meeting admin. 100% more insight. Meet Jump, the #1 AI assistant for financial advisors, from independent to enterprise. Jump captures meetings, writes accurate notes in your voice, and turns conversations into tasks, email drafts, CRM updates, planning updates, and more so you can focus on clients. Jump’s mobile app includes: One-tap in-person meeting capture with transcription Accura... - More info on Jump AI...

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. To request access, please contact your Fiducient Advisors primary contact.... - More info on Fiducient 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...

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...

NJ Group launches Client Desk Mobile Application. This application helps you to check your Networth, Valuation Report, P&L Report and Last 10 Transactions while on the move. Note:- To access this application, you require loginID & password provided by NJ Wealth Advisors Network Partner. To know more about NJ Wealth Advisors Network, please visit our website.... - More info on NJ Client Desk...

Investor360° is a holistic lens into Your Complete Financial Life®, providing an optimized and streamlined financial experience featuring: • Real-time holdings and detailed balances • Balance and transaction history • Detailed position breakdown for each account • Securely encrypted messaging allowing file attachment • 24x7 continual platform access... - More info on Investor360°...