Best Eastern Shores Capital Apps

IEQ Capital Investment Portal

by IEQ Capital, LLC

Free

Access a secure and comprehensive view of your financial life. Track your balance sheet, investment portfolio, and performance with real-time updates and sophisticated insights to support informed decision-making.

Eastern Union

by Eastern Union

Free

This mobile platform offers proprietary underwriting features for real estate transactions. It includes a free financial engineering tool to underwrite deals, analyze risks, and make on-the-spot decisions. Professionals can easily value and underwrite deals with real-time data.

Charter Oak Capital Management

by Charter Oak Capital Management

Free

Manage your complete financial picture with an intuitive dashboard, interactive reports, and a secure document vault. Easily track investments and communicate with your financial advisor.

Capital Group RKDirect 401k

Manage your 401k

Free

Manage your employer-sponsored retirement plan on the go. View account details like balances, rates of return, and transaction history. Make changes to your investments, contribution allocations, and personal information as permitted by your plan.

Highbrook Capital

by Highbrook Capital Partners, LLC

Free

Access your investment portfolio, account documents, and firm insights securely. Log in with Face ID or PIN to view your Tamarac portfolio, download statements, and read market briefs.

Up Capital

by Up Capital Management, Inc.

Free

Access your financial account details, view balances, and connect with your advisor on the go. This mobile application provides convenient access to your financial information.

ASC Trust

by ASC Trust, LLC

Free

Manage your employer-sponsored retirement plan on the go. Check your retirement balance, view investments and contributions, and communicate securely within the app.

BIP Capital Vision

by BIP Capital, LLC

Free

Access crucial investment details with this app. View account balances, track key metrics, and receive important updates directly from general partners. Stay informed about your BIP Ventures investments.

Impact Capital Partners

by Impact Capital Partners LLC

Free

This app provides authorized clients with a streamlined interface to view their investment portfolio data. Access is restricted to existing clients of the firm. Inquiries for access should be directed to the company.