Best apps like IFC Advisors

0.0(0 ratings)

Free

Alteri Wealth by Alteri Wealth LLC

Strong Contender

5.0(2 ratings)

Free

Access your investment portfolio data through a streamlined and intuitive mobile interface. This application is designed for authorized clients to view their financial information easily.

Ox Road Capital by Ox Road Capital

Worth Considering

5.0(5 ratings)

Free

This app provides authorized clients with a streamlined interface to view their investment portfolio data. Access is restricted to existing clients who have been granted permission. Inquiries for access should be directed to your primary contact.

More apps like IFC Advisors

Lexicon Bank Business

by Lexicon Bank

Check account balancesSearch recent transactionsTransfer funds between accounts

Manage your business finances on the go. Check balances, transfer funds, pay bills, and deposit checks directly from your mobile device. This service is available to all Lexicon Bank Business online banking customers.

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by BlackDiamond Wealth Management Inc.

BlackDiamond WM

View account informationCheck balancesAccess planning tools

Access your financial account details, view balances, and utilize planning tools. Easily connect with your financial advisor through the app.

(4)

by Oak Valley Community Bank

OVCB Business

(0)

Financial planning software

RightCapital

View all financial accounts and investmentsLink external financial accountsTrack expenses with budget module

Consolidate all your financial accounts and investments in one secure platform. Track expenses, share documents, and enhance communication with your financial advisor for a clearer financial picture.

(46)

MDB Direct

Stock & ETF Trades

Trade stocks and ETFsStreaming market quotesReal-time charts and news

Access your investment account, view real-time market data, and execute stock and ETF trades directly from your mobile device. Make informed investment decisions on the go with live quotes, charts, and news.

(3)

Black Diamond Wealth Platform

by Black Diamond Performance Reporting, LLC

Portfolio data accessSimple interfaceElegant design

Access your investment portfolio data through a streamlined mobile interface. This application is designed for authorized clients to view their financial information on the go.

(96)