Best apps like EWM Client View

0.0(0 ratings)

Free

Generation Capital Advisors by Generation Capital Advisors

Strong Contender

5.0(1 ratings)

Free

Generation Capital Advisors screenshot 1

Generation Capital Advisors screenshot 2

Access real-time data and performance reports for your investment portfolios. This application provides clients with direct insights into their personalized financial holdings.

Vista Capital Partners by Vista Capital Partners Inc.

Worth Considering

by McKinley Carter Wealth Services

0.0(0 ratings)

Free

More apps like EWM Client View

MCWS Client App

Portfolio balance checkAccount performance trackingReport generation

Manage your financial assets with this mobile application. View portfolio balances, monitor account performance, generate reports, and analyze investment allocations. It provides comprehensive tools for wealth management on the go.

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Valley National Client Access

by Valley National Group, Inc.

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by JFS Wealth Advisors, LLC

JFS Wealth Advisors

Interactive financial dashboardDynamic investment reportsSecure document vault

Manage your finances with an intuitive dashboard, secure document vault, and interactive reports. This app offers budgeting tools and a comprehensive view of your financial picture in a secure, user-friendly mobile interface.

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Agentic AI for Wealth Managers

Zeplyn AI

AI-powered automated note-takingEnhanced client engagementTime-saving meeting summaries

This AI-powered tool automates note-taking during client meetings for financial advisors. It allows advisors to fully engage with clients while ensuring all critical details are captured and processed. The companion mobile app enables on-the-go recording and management of meeting notes.

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by MISSION WEALTH MANAGEMENT, LLC

MissionAccess

Interactive financial dashboardDynamic investment reportsSecure document vault

This app provides a secure client portal to view your complete financial picture, interact with your advisor, and access financial reports. It features an intuitive dashboard, document vault, and budgeting tools for a user-friendly experience.

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Forvis Mazars Private Client

by Forvis Mazars Wealth Advisors LLC

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Stephens Access

by Stephens Inc.

Secure brokerage account accessInvestment portfolio managementMobile check deposit

Manage your investment portfolio securely on the go. Deposit checks, access market information, and stay connected to your brokerage accounts anytime, anywhere. Optimized for mobile, it brings key desktop features to your fingertips.

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