Best Wilkinson Global alternatives: apps like Wilkinson Global

0.0(0 ratings)

Free

Wheeler Wealth by Wheeler Wealth, LLC

Strong Contender

5.0(1 ratings)

Free

This app provides clients with a simple, elegant interface to access portfolio data and optimize financial success. It leverages cutting-edge technology and modern strategies to help users navigate complex finance with confidence and clarity.

WealthVisory by FLWW, LLC

Worth Considering

Eagle Wealth Management Group

0.0(0 ratings)

Free

More apps like Wilkinson Global

by Eagle Retirement Plans, Inc

(0)

BRIDGES TRUST ONLINE

by Bridges Trust Company

Portfolio data accessSimple interfaceElegant design

Access your portfolio data through a streamlined mobile interface. This application is exclusively for authorized Bridges Trust clients. Contact your primary contact to request access.

(1)

free

by Wealthquest Corporation

WQ View

Portfolio data accessSimple interfaceElegant design

This app provides authorized Wealthquest clients with a streamlined interface to view their investment portfolios. Access requires prior authorization from Wealthquest.

(1)

free

Fieldpoint Private Banking

by Fieldpoint Private

Organize transactions with tags, notes, and photosSet balance alertsMake payments and transfer money

Manage your finances with this secure personal financial advocate. Organize transactions with tags and photos, set balance alerts, make payments, and deposit checks with a picture. It also allows for card management and account aggregation.

(95)

ad-supported

Hightower Black Diamond

by HIGHTOWER HOLDING LLC

Mobile access to Black Diamond portalView financial reportsClient-specific access

Access your Black Diamond client portal and financial reports on the go. Requires authorization as a Hightower client. Contact your advisor to request access.

(8)

free

Trust Point Wealth Management

Bank of Millbrook

by Bank of Millbrook

Customizable balance alertsBill and person paymentsInter-account transfers

Manage your money on the go with this secure financial tool. Set up custom alerts, make payments, transfer funds, and deposit checks instantly. Locate branches and ATMs, and protect your account with passcode or biometric security.

free with in-app purchases

(378)