Best apps like Fielder Capital Mobile

MyJWA

by Julius Wealth Advisors, LLC

Free

This personal finance application provides Julius Wealth Advisors clients with a centralized hub to manage investment accounts, track net worth, and access a document vault. It's designed for seamless financial overview and management.

Tradition Wealth Management

by Tradition Wealth Management, LLC

Free

Access your financial account details, view balances, and connect with your advisor directly through this mobile application. It provides a convenient way to manage your wealth on the go.

Clarity Financial Planners

by Clarity Financial Planners LLC

Free

Monitor your financial performance, review investment holdings, and track your account activity. This app provides a comprehensive overview of your financial status.

Rickey Advisors

by Leonard Rickey Investment Advisors, PLLC

Free

Manage your investments and financial plan in one place. Track portfolio performance, link external accounts, and securely share documents with your advisor. Access reports and news updates to stay informed about your financial goals.

My Westmount

by Westmount Asset Management, LLC

Free

Manage your Westmount accounts on the go. View balances, holdings, and portfolio performance. Access quarterly statements and other financial information directly from your mobile device.