This mobile app will allow you to view your account information including balances, performance, etc. It will also help you to easily contact your team at Cooper/Haims Advisors, LLC. - More info on CH Portal...

Since 1984, Morningstar has served investors with the resources they need to make sound financial decisions. Now you can experience the best of our flagship website with Morningstar Investor’s companion app. Morningstar Investor helps you refine your investing strategy and maximize your returns with our expert analysis and tools. Monitor the markets, access comprehensive investment data coveri... - More info on Morningstar Investor...

We believe that a better-connected investment community makes a bigger difference in the world. iConnections brings the investment management community together, creating stronger relationships and unique opportunities every day. We’ve reimagined how the industry connects, through a secure, information-rich and enjoyable community. iConnections makes it easy to find the right people, schedule an... - More info on iConnections LLC...

Invest with confidence using Alinea, where investment experts construct portfolios tailored to your goals and AI Allie powers insights that helps you understand and optimize your investments. Track performance, visualize growth, and make informed decisions. Key Features: - Expert Portfolios: Built by professional investment managers. - AI-Powered Insights: Instantly understand portfolio performan... - More info on Alinea: Personalized...

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...

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...

Access the day-to-day contact information, calendar items, and CRM capabilities necessary for you to manage your client relationships whether you’re in the office, on the road, up in the air, or walking the family dog. Redtail CRM was founded in 2003 as the first cloud-based CRM tailored specifically for advisors to provide anywhere, anytime access to their data and processes, an essential ne... - More info on Redtail CRM...

Money is the #1 source of stress for Millennials and Gen-Z. Our team is here to take that off your plate. We’re a modern wealth management firm pairing a dedicated advisory team with in-house professional investment management. So you get personal guidance *and* active portfolio management, all in one place. The result? A private wealth advisor in every pocket without the high fees and minimum... - More info on Titan: Your Investme...