Best Drucker Wealth Client Portal Apps

Accounting Client Portal

Talk to your accountant

Free

This app facilitates seamless communication and document sharing between clients and their accountants. It allows users to securely upload files, ask questions, and access financial statements for informed decision-making.

UBS Wealth Management

by UBS AG

Free

Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.

Canopy Client Portal

Secure client interactions

Free

Securely share files and exchange information with your accountant. Manage your to-do list, upload necessary documents, and ask questions directly to your tax professional through an intuitive mobile interface.

RAI Wealth Client Portal

by RAI Wealth

Free

Access your financial account details, check balances, and connect with your advisor. This app provides a convenient way for clients to manage their wealth on the go.

Vontobel Wealth

by Bank Vontobel AG

Free

Access your financial portfolio, manage payments, and trade securities on the go. Communicate securely with your advisor and receive digital account statements. Stay informed with research and market news.

Dash Client Portal

by WEALTHO2 PTY LTD

Free

Securely access your investment portfolio performance, holdings, and transactions on your mobile device. View account snapshots, download statements, and analyze asset valuations. Requires an existing relationship with a financial advisor using Dash wealth management software.

Wealthfront: Save and Invest

Saving, investing, stocks.

Free

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

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.

SEI Connect - Investor

Powering Wealth

Free

Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.

ADP Mobile Solutions

HR for Employees & Managers

Free

Access payroll, time, benefits, and HR information for yourself and your team. Track time, view pay statements, manage time off, and connect with colleagues. Managers can approve requests and view team calendars.

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.