Best Concurrent Advisors Portal Apps

eMoney Client Portal

eMoney Client Portal

Free

Access a comprehensive and secure overview of your financial life. Track spending, investments, and set personalized goals. Securely store important documents and communicate with your advisor.

CPS Portal

by CPS Investment Advisors

Free

Access your investment portfolio details and connect with your financial advisor. View your portfolio's value and asset allocation in one place.

Zocks

by Zocks Communications, Inc.

Free

This AI assistant helps financial advisors save time on administrative tasks like meeting preparation, documentation, and follow-up. It provides AI-generated notes, voice recording capabilities, and organization tools to enhance client interactions and streamline workflows.

Sentinel Client Portal

Sentinel Wealth Tax Naples FL

Free

Securely connect with your financial advisory team. Send and receive messages, upload documents, and manage financial planning tasks on the go. Requires an active client portal account.

Bragg Client Portal

by Bragg Client Portal

Free

Manage your finances with a secure mobile app offering an interactive dashboard, dynamic investment reports, and a document vault for communication with your financial advisor. It provides budgeting tools and a comprehensive view of your financial picture.

Douglass Winthrop Portal

by DOUGLASS WINTHROP ADVISORS, LLC

Free

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.

SCS Client Portal

by SCS Financial

Free

Access and manage your investment portfolio securely from your iPhone or iPad. View comprehensive summaries, detailed analytics, and important financial documents. Customize your experience and stay connected to your financial picture anytime, anywhere.

CurrentClient

For business professionals

Free

A modern phone system designed for advisors, integrating team chat, calendar, and communication tools. It offers features like text and team messaging, call recording with AI summaries, and automated client check-ins. Requires an existing account.

Jump AI

AI for wealth managers

Free

This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.

M1: AI Wealth Management

Investing, saving & advice

Free

This AI-powered financial advisor offers personalized investment, saving, and borrowing advice directly within your accounts. It acts as a registered fiduciary, legally bound to your best interests, and provides on-demand portfolio reviews and custom investment strategies.

Legacy JSA Portal

Legacy App

Free

Access your complete financial picture, including net worth and plans, with an interactive dashboard and dynamic reports. Monitor cash flow, asset allocation, and link external accounts. View secure documents and invoices, with enhanced login security options.

Advisors Management Group

by Advisors Management Group, Inc.

Free

Access your financial portfolio data through a streamlined mobile interface. This application is designed exclusively for authorized clients of Advisors Management Group, offering a convenient way to view your investments.

Empower ®

Plan, save, invest, retire

Free

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

Mayflower Advisors

by Mayflower Advisors, LLC

Free

Access your financial accounts and portfolio data securely on your mobile device. Track managed portfolios, linked accounts, and performance reports. Connect directly with your wealth manager and support team.