Compliant Communication for Advisors A modern phone system built for advisors with simple-to-use growth tools. Notable Features: - Best in class CRM sync - Connection to your archiver - Easy to use text inbox - Group messaging - Smooth call experience - Call recording - Automate birthday, anniversaries, or other checkin messages - Auto reply based on business hours - Mass texts - Power user feat... - More info on CurrentClient...

The Schwab Advisor Center® Mobile Application makes it easy for independent registered investment advisors with a valid login to monitor and manage client accounts from their iPhone and iPad. * This application is for advisors whose firms' custody assets with Schwab and must be approved and activated by the advisor’s Firm Security Administrator (FSA) before use. MANAGE REMOTELY Manage cl... - More info on Schwab Advisor Cente...

This app helps you easily access your Coastal Bridge Advisors' client portal from any mobile device. All the features of the Coastal Bridge portal are securely displayed on any mobile device, empowering users to “Uncomplicate" their financial lives from any location. Review your asset allocation, account performance, and instantly contact your Coastal Bridge support team directly from the app.... - More info on Coastal Bridge Advis...

The mobile app for clients of Beacon Financial Advisors in Rye Brook, NY. View your account values, investment holdings, portfolio activity, and monthly statements all on your smartphone. - More info on Beacon Financial Adv...

Mutual of America Financial Group gives you the power to access your retirement savings account from anywhere with an easy-to-navigate app, providing you with a 24/7 view of your retirement account. You can see your account balance, investment allocations, personal rate of return, and view the following: • Vested account balance • Sources of your contributions • Loan information, includi... - More info on Mutual of America Fi...

The IFA app, from Index Fund Advisors, is an educational resource for investors. Index Fund Advisors provides personalized fiduciary wealth services to help clients achieve their long-term financial goals. The IFA app makes it easy to: • Connect with IFA's Wealth Advisors via phone, email or Facetime for personalized advice based on your financial goals • Read and share evidence-based inve... - More info on Index Fund 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...