Best apps like SOA Mobile

0.0(0 ratings)

Free

RoseRock Wealth Management by RoseRock Wealth Management

Strong Contender

5.0(1 ratings)

Free

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, easy-to-use mobile interface.

Tanglewood Wealth by Tanglewood Wealth Management, Inc.

Worth Considering

by DOUGLASS WINTHROP ADVISORS, LLC

0.0(0 ratings)

Free

More apps like SOA Mobile

Douglass Winthrop Portal

Access quarterly reportsView account informationSecure client portal

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.

(4)

by McLaughlin Private Wealth, LLC

MPW Client Portal

(0)

by Equitable Trust Company, Inc.

Equitable Trust

Account data accessConnect with financial teamOn-the-go access

Access your financial information and connect with your advisor on the go. This mobile portal provides secure access to your account data anytime, anywhere. Clients require login credentials from their advisor to use the app.

(1)

by Fiducient Advisors LLC

Fiducient Advisors

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.

(4)

by Level Four Advisory Services, LLC

Level Four Mobile

(0)

by Crestwood Advisors Group LLC

Crestwood Advisors

Mobile client portal accessView household informationView account information

Access your wealth management client portal on the go. View household and account information in a clear, easy-to-understand format. Requires authorization as a Crestwood Advisors client.

(5)