Best Beacon Financial Advisors Apps

5.0(1 ratings)

Free

Access your financial account information on the go. View account values, investment holdings, and portfolio activity directly from your smartphone. Review monthly statements conveniently.

Beacon Pointe Advisors by Beacon Pointe Holdings, LLC

Strong Contender

0.0(0 ratings)

Free

Beacon Harbor by Beacon Harbor Wealth Advisors, Inc.

Worth Considering

by Beacon Advisors Holdings LLC

0.0(0 ratings)

Free

More Beacon Financial Advisors apps to explore

by Mainsail Financial Group, LLC

Mainsail Financial Group

by MERIT FINANCIAL GROUP GA LLC

Merit Financial Advisors

View all accounts and transactionsLink external financial accountsSecure digital document vault

Connect with your financial advisor and manage your accounts seamlessly. View investments, store documents securely, and access market insights. Stay informed with the latest news and videos.

(3)

Easy video meetings on the go

Whereby - Video Meetings

Instant meeting joinIn-app chatAudio-only mode

Conduct and join video meetings effortlessly from your mobile device. Features include in-app chat, an audio-only option for saving data, and secure, private conversations. It's designed for simplicity and ease of use for both hosts and guests.

💼 Business

(3.6K)

free with in-app purchases

Beacon Hill

by Beacon Hill Private Wealth LLC

View portfolio valuesCheck asset allocationsEasy on-the-go access

Easily monitor your investment portfolio's performance and asset distribution on the go. This application provides a clear overview of your financial holdings.

Your Investment Advisor

Track retirement goal progressView total portfolio and account detailsLink outside accounts

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

by Crestwood Advisors Group LLC

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.

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Ridgeline Wealth Advisors

by Ridgeline Wealth Advisors, LLC

My Financial Advisor -Blueleaf

Your Advisor, Always There.

Real-time advisor updatesPortfolio performance trackingAccount balance aggregation

Access your complete financial life and communicate directly with your advisor. Receive real-time updates, track portfolio performance, and stay informed about market insights and planning tips. This app provides a transparent and convenient way to manage your finances and engage with your financial professional.

by BLB&B Advisors, LLC

Employee Financial Wellness

Personalized financial guidanceGoal tracking and planningEducational resources (articles, sessions)

Gain control of your finances with personalized guidance, goal tracking, and a tailored plan. Access educational resources, AI-powered coaching, and investment advice. Securely manage your budget, monitor spending, and view all accounts in one place.

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River Wealth Advisors

by River Wealth Advisors

by Coastal Bridge Advisors, LLC

Coastal Bridge Advisors

Secure client portal accessReview asset allocationTrack account performance

Access your financial client portal securely from your mobile device. Review asset allocation, track account performance, and connect with your support team instantly. Uncomplicate your financial life from anywhere.

(1)

Legacy Financial Advisors

Legacy Financial

View financial newsfeedAttend Zoom calls with advisorAccess eMoney client portal

This app provides clients with a secure portal to access and manage their financial information. It allows for direct communication with advisors, access to market insights, and the ability to view performance reports and news.

(4)

Centier Financial Partners

by Centier Bank

Investment account dashboardMarket value summaryAsset allocation details

Monitor and manage your investment accounts on the go. Easily access holdings, asset allocations, and transactions with a user-friendly interface. View summaries, graphical representations of investment value over time, and detailed landscape views.

(1)