Summit Financial 4.1.0 FREE This Mobile App allows you to view your account informations, balances and contact your advisor with Summit Financial. Continue to app Rating:
Brinker Capital 5.5.1 FREE Access the tools you need to manage your wealth and collaborate with your advisor Aug 16, 2023 Version 5.5.1 Bug fixes and performance enhancements. Continue to app Rating:
Orion Mobile 4.4.0 FREE Orion Mobile allows you to easily view your portfolio values and allocations and easily contact your advisor. Jan 10, 2022 Version 4.4.0 Bug fixes and performance updates Continue to app Rating:
CLS Mobile By Orion Advisor 4.4.0 FREE CLS Investment's mobile application allows you to view account valuations, performance, and reporting information for authorized users, in an application developed specifically for mobile devices. May 21, 2022 Version... Continue to app Rating:
Total Wealth Planning 4.1.1 FREE View only account access for clients of Total Wealth Planning, LLC, a registered investment advisor based in Ohio. The client access for iPhone/iPad app lets you access your accounts and investments where and when it’s... Continue to app Rating:
Equity Advisor Solutions 4.1.0 FREE This application demonstrates how Advisors can brand and provide their reps and clients with account valuation, performance, and reporting information for their Equity Trust accounts offered in conjunction with Equity... Continue to app Rating:
PAX Connect 3.3.0 FREE PAX Full Access allows you to view account information and balances Keywords Continue to app Rating:
Creative Planning, Inc. 4.1.0 FREE This mobile application allows you to view account valuation, performance, and reporting information for authorized users. Creative Planning, CPI, Peter Mallouk Continue to app Rating:
William Jordan Associates, Inc 4.1.0 FREE For clients of William Jordan Associates, Inc. this app allows the viewing of up to date information on your investments. For wealth management advice, contact the firm directly at (949) 916-8000 or www.WJAoc.com. WJA,... Continue to app Rating:
RAIWM 3.3.0 FREE As a Richey Advisors, Inc. Wealth Management client, we provide you with a personalized app, giving you secure access to your account information whether you're at home, at work, or in the car. Our app is free and easy to... Continue to app Rating:
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