1. This mobile application is developed exclusively for Springs Capital’s clients and partners worldwide to get instant access to the information about our firm, people, and our views on investment and markets, plus our regular update on portfolio performance. 2. The intended audience of the App - Our clients worldwide: high net worth individuals and institutions such as pension funds, sovereig... - More info on Springs Capital Anyw...

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...

Bay Street Capital Holdings is a leading provider of investment, advisory, wealth management, and financial planning services. As a fiduciary, we invest on the behalf of our clients with integrity, focus, and careful stewardship of their capital. Our mission is to inspire the next generation of diversified investors through the investment of alternative asset classes with priority on managing tota... - More info on Bay Street Capital H...

This app enables clients of Grange Capital, LLC. to securely view their investment account details including valuation, asset allocation, performance and reporting. Clients will also be able to access Grange Capital Quarterly Newsletters and Investment Commentary. Please contact Grange Capital if you have questions regarding app setup.... - More info on Grange Capital...

The Capital Advisors mobile phone applications enables our Clients to access their portfolio data in a simple and elegant interface. Requirements: You need to be a Client of our Firm to be authorized to download this application. Please call us at 866.469.5030 for any questions. - More info on CapAdv...

Oakworth Wealth Management phone application enables Oakworth Clients to access their wealth accounts remotely. Oakworth Clients are able to view prior day balances, performance, investment allocations and view shared vault documents. The Oakworth Wealth Management app also allows for you to view your team and contact them with just a click on your phone.... - More info on Oakworth Wealth Mana...

City Center Financial is a retirement planning firm. With offices across the country it is our goal to help you retire with confidence. This app is for clients of City Center Financial to see consolidated statements, billing information, and quarterly reports. City Center Financial offers advisory services through City Center Advisors, LLC. Nothing presented here is to be considered a solicitation... - More info on City Center Financia...

Compound Planning brings your entire financial life into one place — and keeps it updated automatically. It gives you a complete picture of your net worth, investments, equity, real estate, and liabilities, all organized in a real-time financial dashboard. You also get a secure vault for your financial, tax, and estate documents — each tagged to the right assets so they’re always easy to fi... - More info on Compound Planning...