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...

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...

If you’re an advisor using FMG, you may already share timely, relevant content with your prospects and clients. Nothing establishes your credibility as a finance expert like sending informative market insights or up-to-the-minute commentary about current events. Has breaking news hit and you want to inform your clients? Need to post new content to your social media platforms while away from yo... - More info on FMG - Expert Advisor...

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...

Investia Financial Services Inc. is a mutual fund dealer that offers you a complete range of financial products and services. Our representatives put their expertise at your service in order to make your projects a reality. Investia Financial Services Inc. is a wholly owned subsidiary of iA Financial Group, one of the four largest life and health insurance companies in Canada and one of the larg... - More info on Investia...

The Ministry of External Affairs (MEA), Government of India, has launched the 'Global Passport Seva V2.0' mobile application. This app is designed to provide a comprehensive range of passport services to the Indian diaspora applying for Passport services through Indian Missions (Embassies/High Commissions) or Posts (Consulate Generals) abroad. The GPSP 2.0 app offers several services to smartpho... - More info on Global Passport Seva...

Capital Group Private Client Services clients can access account information wherever and whenever with our mobile app. It’s easier than ever to check balances, review asset allocation, view transactions, assess results, and more. Features include: • Secure Multi-Factor Authentication login • Comprehensive account overview • Complete investment results • Up-to-date holdings • Recent ... - More info on Private Client Servi...

The Retirement Planning Group phone application is a simple, elegant interface that allows clients to review performance, account values, income, distributions, upload and download documents from their vault, link outside accounts to create a holistic Net Worth summaries and receive alerts from TRPG as well as communicate directly with their advisor! Requirements: You need to be a TRPG client tha... - More info on The Retirement Plann...