Best apps like Equitable Trust

5.0(2 ratings)

Free

Access your financial information securely in one place. View account balances, track performance, manage documents, and connect with your advisory team. Simplify your financial life with anytime, anywhere access to crucial data.

Tanglewood Wealth by Tanglewood Wealth Management, Inc.

Strong Contender

0.0(0 ratings)

Free

Douglass Winthrop Portal by DOUGLASS WINTHROP ADVISORS, LLC

Worth Considering

Howard Capital Management, Inc

5.0(4 ratings)

Free

This application provides clients of Douglass Winthrop Advisors secure access to their financial reports and account information. Designed for high-net-worth individuals, families, trusts, and endowments, it offers a streamlined way to view important documents.

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Access portfolio dataSimple interfaceElegant design

This app provides authorized clients with a streamlined way to view their investment portfolio data. Access is granted only to existing clients who have been authorized by their primary contact.

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