Best Comply Services Apps

Private Client Services

Client portal

Free

Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.

eCOS Legal

Digital Onboarding

Free

Streamline client onboarding for law firms. Securely submit essential information, verify your identity, and complete legal forms. Get your legal matters started faster while ensuring compliance.

SPECTRUM Compliance

by Affinity eHealth

Free

This application serves as an iOS client for the SPECTRUM Compliance Program. It provides access to program details and resources. Further information is available on the official website.

MyRepChat

Compliant Text Messaging

Free

This app provides compliant text messaging for financial professionals. It ensures conversations are retained, reportable, and archivable, while offering a familiar texting experience for clients without requiring them to install new software.

Wealthscape℠

by National Financial Services LLC

Free

This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.

Wealthscape Investor℠

by National Financial Services LLC

Free

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

BoldSign: Sign Docs & Request

Sign, send & track documents

Free

Streamline document signing with an enterprise-grade solution for collecting legally binding eSignatures online. Upload, assign fields, and track requests from any device. Offers a free plan with a generous annual document limit.

West Financial Services, Inc.

by West Financial Services, Inc.

Free

Manage your finances with an intuitive dashboard, secure document storage, and interactive reports. This app offers budgeting tools and a comprehensive view of your financial picture, all within a secure and user-friendly mobile interface.

Comply365

by Comply365

Free

Access company communications, tasks, and required publications on your mobile device. Fill out forms, take courses, and complete assigned tasks efficiently, even without an internet connection.

Wealthbox

CRM for Financial Advisors

Free

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

StarCompliance Mobile

by StarCompliance

Free

This application allows employees to pre-clear activities and report transactions remotely. Supervisors can review escalated requests from any location with a cellular connection, maintaining data granularity and security.