Best Euroz Hartleys Xplan Apps

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 orders. Enhanced security features include biometric login and two-factor authentication.

Edaa

الايداع

Free

This finance app provides investors with a mobile platform to manage their investment accounts. It allows users to view their profile, check portfolios, review historical transactions, and access account statements and news. Registration on the website is required before using the app.

Mary & Pip

All-In-One Wealth Management

Free

Manage your finances comprehensively with this app. Track net worth, spending, and investments. Open brokerage and cash accounts, and receive personalized financial guidance and educational content.

Meta Viewpoints

Complete tasks & surveys

Free

Earn rewards by participating in surveys, tasks, and research. You control what data is shared and how it's used. Your contributions help improve apps and services.

Stock Plan

Morgan Stanley at Work

Free

Manage your stock plan accounts on the go with this mobile application. View your balance, track vesting schedules, sell shares, and exercise options. Interactive visualizations provide key account information at a glance, with secure login options.

American Century Investments

Invest for What Matters Most

Free

Manage your investments on the go with this app. Track balances, view performance, make additional investments, and access important documents. It helps you stay informed about market activity and your financial goals.

Cyclope - iOS

Privacy screen filter

Free

This utility app uses your iPhone's front camera to detect when someone is looking at your screen. It automatically dims the display to protect your privacy, then brightens it when you're alone. It works in real-time with all your apps, ensuring complete on-device privacy.

GFI Tevah

More than financial technology

Free

This mobile platform provides authorized business partners with essential company information, performance insights, and resources. It offers a business dashboard, progress tracking, and quick access to company updates and tools.

Equitable Mobile App

Advice•Protection•Retirement

Free

Manage your financial accounts, investments, and retirement plans conveniently on the go. Access account details, documents, and update your profile. Connect with your financial professional and customer service.

Operandio

Multi-Unit Operating System

Free

This platform helps frontline teams manage operations and ensure compliance across multiple locations. It offers features like brand audits, digital food safety, training, SOPs, task management, and employee communication.

Paranoia — Privacy Ratings

Company privacy ratings

Free

This app provides a privacy score for companies and apps you use, based on how they collect, share, and secure your data. It offers detailed company files, sourced claims, and ownership information, with an optional subscription for enhanced features and alerts.

D.A. Davidson Client Access

by D. A. Davidson Companies

Free

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.

Opco Client Access mobile app

by Oppenheimer & Co. Inc.

Free

Access your investment accounts, view holdings and balances, and review recent activity. Research market trends, read analyst commentary, and manage your profile settings. Connect with your financial advisor and locate branches.

App Store Connect

For App Developers

Free

Manage your applications, track sales, and respond to customer feedback directly from your mobile device. This tool helps developers monitor app performance, manage submissions, and generate promotional assets on the go.

Osaic Equipt

by Osaic, Inc.

Free

Monitor your investments on the go with this app. Access account information, view portfolio allocation, holdings, and historical activity. Initiate check deposits and access electronic documents and statements from your mobile device.

Park Avenue® Wealth Management

by Park Avenue Securities

Free

Access your investment accounts, view balances, track performance, and manage transactions on the go. Securely store and share documents with your advisor. Requires an existing account with Park Avenue Securities.