Transform your financial landscape with our comprehensive app.  · Effortlessly aggregate your assets and liabilities to gain a holistic view of your wealth.  · Experience the ease and convenience to manage and track your expenses, propelling you toward a work-optional lifestyle. · Embrace the journey to generational wealth with intuitive tools and personalized insights, all in one power... - More info on Endurance Wealth Par...

The Ascent Wealth Management Group, LLC cell phone application enables authorized clients to access their portfolios/accounts information in a simple, elegant interface. • Requirements: You need to be an Ascent Wealth user that has been authorized for the phone application. If you would like to request access, please contact your Ascent Wealth primary contact. You need to be a client of Ascent... - More info on Ascent Wealth Manage...

The Customized Legacy Wealth mobile app through Black Diamond enables Legacy Wealth clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a Legacy Wealth client - More info on The Legacy Wealth Ap...

Breakaway Wealth Community You work hard, but money still flows out faster than it comes in. You save, invest, and follow the advice out there — but true freedom still feels out of reach. What’s missing isn’t effort. It’s ownership. The Breakaway Wealth Community is where entrepreneurs and wealth builders like you breakaway from the herd, learn to take control of their money, design syst... - More info on Breakaway Wealth Com...

This free mobile app will allow our clients to find and access their personal web portal on their iOS devices. It will also provide them a brief overview on our Firm, our Endowment Investment Philosophy, our Account Aggregation technology, and our Online Secure Vault. - More info on Endowment Wealth Man...

This app provides access to the Client Portal for clients of JVL Wealth Strategies. - More info on JVL Wealth...

The Sanderson Wealth Management Client Portal is your centralized, secure access point for financial visibility and collaboration. Designed to support high-net-worth individuals and families, the portal brings together household and account balances, performance data, and asset allocation insights in one intuitive, easy-to-navigate platform. It also functions as a secure document vault, enabling ... - More info on Sanderson Wealth Man...

Securely monitor your portfolio and stay in touch with your Investment Advisor while you’re on the go! Now you can access all the same great features as our Client Portal, but in a convenient mobile app that keeps you connected with your investments anywhere and anytime. The iA Private Wealth Mobile App features: - Comprehensive account information - Downloadable tax and other documents - Advi... - More info on iA Private Wealth...