Wealthbox is the companion mobile app to web-based Wealthbox CRM for financial advisors. Manage your client relationships with ease and stay up-to-date on activities within your firm with this full-featured CRM app. Notable Features: • Simple and secure login with support for Face ID, Touch ID, and Password Autofill • Access maps on Contacts for turn-by-turn directions • Push notification... - More info on Wealthbox...

SMBX is a marketplace connecting everyday investors with successful small business owners. Through SMBX, eligible small businesses can apply to issue Small Business Bonds™ directly to local residents and investors. A Small Business Bond is like a loan, but instead of paying monthly principal and interest to a bank, small businesses pay it back to a community of investors. It’s community-based... - More info on SMBX...

Smallcase is a great place to put your money to work. We have investment ideas across Indian Stocks & ETFs, Mutual Funds, Fixed Deposits, and for global diversification, US Stocks & ETFs. What makes smallcase stand out from other investment apps is our ‘model portfolios’, also known as ‘smallcases’. These are baskets of Indian Stocks/ETFs, Mutual Funds or US Stocks/ETFs. These smallcases ... - More info on smallcase - Save & I...

From stocks to crypto currency, it's over with just one The Rich. Not everyone can be rich. But you can. From Warren Buffett's investment stocks to the master's monthly dividend portfolio of $1000, check out The Rich and manage your assets right now. ■ Portfolio linked to securities firms The Rich provides up-to-date information on visualized portfolios and dividend stocks. Experience more eff... - More info on The Rich - Investmen...

Astor is the personal investing agent for serious investors. It connects to your accounts, watches everything you own all day and tells you what matters before you think to ask. HOW IT WORKS 1. Connect once. Brokerage, retirement and bank accounts at most major US institutions. Astor learns your holdings, risk level and tax picture. 2. It watches. Every position, earnings date, filing and headlin... - More info on Astor: Invest with A...

Easy, secure client access to your Primerica Advisors managed account The Primerica Advisors app is exclusively designed for clients who own Primerica Advisors Lifetime Investment Program managed accounts. With the Primerica Advisors app, accessing your account information and reviewing your portfolio have never been more convenient and efficient. With this app, clients can: • Access their acco... - More info on Primerica Advisors...

FINN: YOUR AI WEALTH MANAGER Finn connects to all of your accounts, understands your full financial life, tells you what needs attention, and helps you act on it. With it, you have an investment advisor, tax expert and private banker all in one, in your pocket. FINN FEED: YOUR PERSONALIZED MONEY BRIEFING Your Feed brings what matters straight to you. Finn surfaces idle cash, portfolio drift, t... - More info on Finn: AI Wealth Mana...

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...