Best Ftwa Client Portal App

eMoney Client Portal

eMoney Client Portal

Free

Access a consolidated view of your entire financial life, track spending and investments, and set personalized goals. Securely store important documents and communicate with your advisor all in one place.

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.

TaxDome Client Portal

Safe accounting client portal

Free

Securely connect with your accounting professional to manage documents, communicate, and complete tasks. Review, upload, and sign documents, chat securely, and pay invoices all within a user-friendly interface.

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.

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.

AdviceWorks®

Client Access

Free

Manage your complete financial overview on the go. This app offers tools for seamless control, enhanced collaboration with your financial professional, and secure document storage. Stay informed about your accounts, net worth, and performance with intuitive features.

OpenArc Client Portal

by OpenArc Corporate Advisory, LLC

Free

Access your investment portfolio, download performance reports, and communicate with your financial advisor directly from your mobile device. Stay informed and connected with your financial world on the go.

Opco Client Access mobile app

by Oppenheimer and Co. Inc.

Free

Access your Oppenheimer & Co. Inc. account information, view holdings and balances, and review recent activity. Get the latest research, market commentary, and analyst information. Manage your profile and easily contact your financial advisor.

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.

D.A. Davidson Client Access

by D. A. Davidson Companies

Free

Securely access your D.A. Davidson account information on the go. View balances, holdings, and activity with this user-friendly mobile app. Combine easy access with your Financial Advisor's guidance for confident financial management.

Qount Client Portal

by QountHQ Inc.

Free

This app facilitates secure communication and real-time updates between accounting firms and their clients. It allows for direct messaging, information requests, and mobile notifications to streamline collaboration and provide insights into ongoing work.

NAV Portal

by Nav Consulting Inc

Free

Securely access accounting reports, risk analytics, and portfolio data on the go. Monitor fund activities, generate reports, and log support requests from your mobile device. Offers the full desktop experience with enhanced flexibility for investment managers and investors.

TPW Portal

by Tiller Private Wealth, Inc.

Free

This application provides investment clients with secure access to their financial reports and documents. It facilitates investment reporting and document sharing for a private wealth management firm.

Thrift Savings Plan

Official app of the TSP

Free

Manage your Thrift Savings Plan (TSP) account directly from your mobile device. Review your account summary, track investment performance, and make changes to your investment mix. The app also facilitates secure document submission and mobile check deposits for rollovers.

Prospera Client Portal

by Prospera Financial Services, Inc

Free

Access your financial portfolio data through a streamlined interface. Requires authorization as a Prospera client to log in and view your investment information.