At Gatewood Wealth Solutions, we’re committed to helping families give purpose to their money. Using technology, financial behavior coaching and an active investment strategy as tools, we help guide you on their paths to financial freedom—all while holding ourselves to the highest fiduciary standards. We believe keeping tabs on your financial life should be as easy as checking your smartphone... - More info on Gatewood Wealth Solu...

The Hoxton Wealth app revolutionises how international and cross-border investors manage their wealth by offering a comprehensive suite of features. It empowers users to gain real-time insights into their net worth by integrating data from various sources, including bank accounts, property price trackers, and investment portfolios. Additionally, the app enables direct connections to multiple bank ... - More info on Hoxton Wealth...

Scout is the first digital family office solution for college athletes that combines financial education, wealth management, and tax preparation with a premium financial concierge service, i.e. giving all players the same level of support as the best pro players. It was founded by Michael Haddix Jr, a former college basketball player at Siena, turned financial advisor for pro players and educator.... - More info on Scout: Athlete Famil...

WealthEngine’s mobile app helps your organization find your best prospects and client or donor expansion opportunities. Our 250 million scored profiles of the U.S. population include hard-to-find information that helps you know your customer or donor better. Use the app in conjunction with your WealthEngine account to get insights on the go. Prospecting On the Go Fundraisers gain prospecting i... - More info on WealthEngine...

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...

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...

Ascent allows you to view your complete financial picture. Ascent provides an intuitive dashboard for your investments, important documents, interactive reporting capabilities, Bradley Wealth communications and more - all in a secure and easy to use mobile app. Bradley Wealth is on a mission to deliver trust, transparency, and accountability. As your trusted advisor, we are committed to sharin... - More info on Bradley Wealth...

Womack Wealth Management is a Registered Investment Advisor. Our advisors work closely with clients to design and implement coordinated growth strategies involving comprehensive financial planning, estate and tax planning advice, risk management/insurance planning, and investment management in a holistic 'family office'- style team structure. This Mobile App allows clients to view account informat... - More info on Womack Wealth...