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

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...

Basic Capital gives you more capital to invest today so you can build more wealth for tomorrow. With Basic Capital, you can: • Open a new IRA that supports one-click backdoor Roth conversion • Make IRA contributions with $4 of financing for every $1 you contribute, giving you 5x the investing power and 5x the tax-advantage • Invest in low-cost, passive, diversified ETFs • Set-up recurrin... - More info on Basic Capital...

Client Portal for Clients of Beacon Harbor Wealth Advisors. This Mobile App allows you to view account information, check balances and asset allocation, review performance data, and easily work with your Wealth Advisor to help guide, grow, and protect your wealth. Through goal-based investing we add value by assisting our clients secure the life they want to live, guiding them through various type... - More info on Beacon Harbor...

See your complete financial picture and interact with your financial advisor. Personal wealth management doesn’t have to be complicated. At Beacon Pointe, we power financial plans with aligned investment portfolios customized to help clients reach their goals. The Beacon Pointe app provides an intuitive financial dashboard of your finances, a document vault, interactive reports, budgeting tools... - More info on Beacon Pointe Adviso...

The Settanni Financial mobile application is exclusively for client use. Clients of Settanni Financial can access performance and position data along with reports and documents. Sutton Place Investors LLC dba Settanni Financial is an SEC Registered Investment Advisor. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12... - More info on Settanni Financial A...

Plante Moran Wealth provides Plante Moran Financial Advisors (PMFA) clients on-demand access to investment portfolio information. Plante Moran Wealth is exclusively for clients of PMFA and requires authorized access using a user ID and password. If you’re interested in access, and are a current PMFA client, reach out to your relationship manager to get started. If you’re not a current client,... - More info on Plante Moran Wealth...

Welcome to first-class with your digital portfolio manager! Ursa’s recommendations algorithm automatically builds and actively manages personalized stock portfolios for you. You can think of Ursa as your digital investment manager. We offer: - Personalized portfolios built and managed by our recommendation engine - Digestible research and daily insights to better understand your portfolio - NEW... - More info on Ursa Invest...