Best D.a. Davidson Client Access Apps

3.5(34 ratings)

Free

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Access your investment portfolio and connect with your financial advisors on the go. View account balances, holdings, and important documents. Receive notifications and communicate with your team easily.

EXE Client Portal by Everys Financial Services Limited

Access valuation & documents

Strong Contender

2.0(1 ratings)

Free

Securely access and manage financial documents, personal records, and investment portfolio details on your mobile device. Communicate with advisors through a safer messaging system and store important files in the cloud.

Client Access by Raymond James Financial

Worth Considering

SouthState Wealth Client App

4.0😐(158 ratings)

Free

Securely manage your investment portfolio, transfer funds, and deposit checks from your mobile device. Access real-time market information, view account balances, and store important financial documents in a secure vault. Get a quick snapshot or in-depth review of your finances anytime.

What We Love

👍 Easy to use interface
🚀 Fast performance and quick access to information
📊 Comprehensive account and portfolio information
🔒 Secure authentication options (Face ID, Touch ID)
📱 Mobile check deposit feature works well
💼 Good integration with financial advisor services
🎨 Clean, modern design (in recent updates)
⚡ Customizable dashboard and account views

Room to Improve

🐛 Persistent login issues and authentication failures
🐛 App crashes and freezes frequently
📉 Lacks data visualization and charting capabilities
📊 Missing critical portfolio information and metrics
🔍 Poor search functionality (app not discoverable by bank name)
📱 Inadequate mobile responsiveness and horizontal scrolling issues
⏱️ Scheduled maintenance during active business hours
🔐 Face ID and Touch ID frequently broken or greyed out
📋 Cannot view historical performance data or trends
🚫 Limited trading capabilities compared to competitors
🐛 Inconsistent app behavior across devices
📄 Headers not frozen when scrolling through data
🔧 Poor customer support and ticket tracking

More D.a. Davidson Client Access apps to explore

SouthState Wealth mobile

Valley National Client Access

by Valley National Group, Inc.

Boston Standard Client Portal

by Boston Standard Wealth Management, LLC

Ally: Bank, Auto & Invest

The app for all things money

Manage bank, auto, and investment accountsSmart savings tools like buckets and boostersCommission-free trading on eligible stocks and funds

Manage your bank, investment, and auto accounts in one secure, convenient app. Features include smart savings tools, commission-free trading, and vehicle payment management. Get paid early and avoid fees with this comprehensive financial management solution.

Marcus by Goldman Sachs®

Banking & Personal Finance

High-yield savings accountsCompetitive CD ratesNo-penalty CDs

Manage your savings and grow your money with competitive interest rates on various account types. Open and fund accounts, schedule transfers, and track your financial growth on the go. FDIC-insured for peace of mind.

by Rogan and Associates

Glenview Trust Wealth Access

by The Glenview Trust Company

by Fifth Third Wealth Advisor LLC

FTWA Client Portal App

by Access Technologies Opco ltd

Plan, save, invest, retire

FNWealth Online Access

Secure Wealth Management

Consolidated account viewRetirement planningBudget tracking

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.

free with in-app purchases

(425K)

Sittner & Nelson Client Portal

by SITTNER & NELSON, LLC

by Allen, Mooney & Barnes Brokerage Services, LLC

Albert: Budgeting and Banking

Organize. Budget. Save.

Budgeting and expense trackingAutomatic savings and investingHigh-yield savings accounts

Manage your finances with an all-in-one app for budgeting, saving, and investing. Get early access to paychecks, earn interest on savings, and receive 24/7 identity monitoring. AI-powered assistance is available for financial guidance.

Spinnaker Client (Legacy)

(343K)

ad-supported

by Virtus Investment Partners, Inc.

Online account managementMobile accessEnhanced fraud protection

Manage your CollegeAccess 529 accounts securely and conveniently from your mobile device. This app offers easy-to-use tools and enhanced fraud protection for your financial freedom.