The Legacy Financial Group mobile application allows authorized Legacy Clients to access their portfolio data on the go, 24/7. Requirements: You need to be a Legacy Financial Group Client that has been authorized for the mobile application. If you would like to request access, please contact your Advisor or their Relationship Manager.... - More info on Legacy Financial Gro...

The Legacy Trust Company mobile application is for the exclusive use of clients to conveniently and securely access their Legacy Trust wealth management accounts. The app can be used to monitor account balances, review holdings and asset allocation, and track activity and investment performance in real-time. With access to account information when and where they need it, clients can stay up-to-d... - More info on Legacy TotalWealth...

World's largest strategy, management consulting proposals and consulting business-building training platform. Strategy Training is an online 24-hour strategy training channel offering incredibly detailed, and realistic, training programs in strategy, operations, implementation, leadership, management, critical problem solving, and case interviews. We offer reviews and guides to >USD$1MM winning m... - More info on Strategy Training...

The Focus Partners Wealth Client Portal helps keep you connected to your wealth advisor and your financial life—anytime, anywhere. View accounts, message your team, exchange documents securely, stay on top of tasks, and monitor the progress of your long-term plan in one trusted place. Key Features: · Log in to view account information · Direct messaging with your advisory team · Secure do... - More info on Focus Partners Wealt...

SmartHeritance is a Personal Legacy Manager that helps individuals organize everything their families will need after their passing—financial info, digital accounts, safe deposit box, loans & mortgages, ongoing expenses, personal memories, and more—so their loved ones aren't left scrambling in a crisis, or after death. Most families face stress, confusion, even financial loss when a loved one... - More info on SmartHeritance...

Principles In Action is a free app that brings to life Ray Dalio’s best-selling book Principles: Life & Work. It combines the complete text of the book with behind-the-scenes video footage and interactive case studies of the principles in action at his company Bridgewater Associates. Ray is one of the world’s most successful investors and entrepreneurs, and he’s sharing the unconventional ... - More info on Principles In Action...

CM Collective is your home for connection, inspiration, and learning. Whether you’re here to grow your skills, share ideas, or connect with others who share your passion, this is the place where creativity and community come together. Designed to bring people together in one easy-to-use space, CM Collective makes it simple to find the resources, conversations, and support you need—when you nee... - More info on CM Collective...

Greenleaf Trust is a privately held and managed trust-only bank, with specialized disciplines in wealth management, trust administration, and retirement plan administration. Managing and sustaining our clients’ wealth from generation to generation is not a sideline; it’s our sole purpose. - More info on Greenleaf Trust Reti...