Best SOA Mobile alternatives: apps like SOA Mobile

5.0(1 ratings)

Free

Access your investment portfolio, view financial reports, and communicate with your wealth management team. This app requires you to be an existing, enabled client. Contact your team to request access.

NorthStar Asset Management by NorthStar Asset Management, Inc.

Strong Contender

0.0(0 ratings)

Free

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 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 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 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)