Best Gsv Advisors Apps

Wealthbox

CRM for Financial Advisors

Free

A comprehensive CRM application for financial advisors, seamlessly managing client relationships with features like secure login options, maps integration, push notifications, and task management. Stay organized and efficient with Wealthbox CRM, the ultimate tool for financial professionals.

Redtail CRM

by Redtail Technology, Inc.

Free

Access your day-to-day client information, calendar, and CRM tools with the mobile app designed for financial advisors. Stay connected to clients, manage activities, contacts, and opportunities on-the-go. Take advantage of a 30-day free trial and experience seamless client servicing anytime, anywhere.

Crestwood Advisors

by Crestwood Advisors Group LLC

Free

This mobile application provides wealth management clients with secure access to their household and account information through a user-friendly portal. To gain access, clients need to be authorized by their wealth management team and can request access by contacting them.

Morningstar for Advisors

by Morningstar, Inc.

Free

This mobile application helps advisors stay connected with clients by digitizing portfolio information and providing on-the-go access to client accounts, market insights, and research. By streamlining workflow and increasing efficiency, advisors can focus on providing value to clients and growing their business, download now to optimize your time.

iConnections LLC

The Alts Industry Network

Free

Connect with a global investment community to access unique opportunities easily. Schedule video meetings, share documents, and track interactions in a secure and information-rich environment. Join iConnections today to invest in progress.

GS PWM

Wealth Management

Free

This mobile app allows Goldman Sachs Private Wealth Management and Ayco clients to access their accounts, view portfolio details, and stay updated on market insights. With the app, clients can initiate transfers, deposit checks, and contact their team, providing a streamlined way to manage their wealth on-the-go.

Index Fund Advisors

Wealth Management • Taxes

Free

This educational investment app provides personalized wealth management services, evidence-based investing insights, and tools to help users achieve their long-term financial goals. Through the app, users can connect with financial advisors, access educational resources, and utilize investment planning tools to make informed decisions and invest with confidence.

SEI Connect - Investor

Powering Wealth

Free

This mobile app provides easy access to your investments, connecting you to your financial advisor, and offers features such as biometric login, push notifications, and a document vault to help you make confident financial decisions. With the app, you can view balances, holdings, performance data, and transaction activity, and collaborate with your advisor to achieve your financial goals.

Zocks

by Zocks Communications, Inc.

Free

This AI-powered assistant helps financial advisors save time on meeting prep, documentation, and follow-up by automating administrative tasks, allowing them to focus on client conversations. By using this mobile tool, advisors can prepare for meetings, capture conversations, and stay organized on-the-go, ultimately transforming how they work with clients.

GS Select

Banking & Lending

Free

This mobile app allows clients to access and manage their wealth on the go, providing features such as account management, money movement, and payment scheduling. By downloading the app, clients can conveniently view and control their financial information, streamlining their banking and lending experience.

Transcend Capital Advisors LLC

by Transcend Wealth Collective LLC

Free

Access your secure client portal to view accounts, portfolio performance, and securely store important financial documents. Experience comprehensive wealth management solutions designed for you.

Schwab Advisor Center® Mobile

by The Charles Schwab Corporation

Free

This mobile application allows independent registered investment advisors to monitor and manage client accounts remotely, providing convenient access to account information, fast searches, and secure data. With this app, advisors can manage accounts, deposit checks, and contact support teams on-the-go, all with multiple layers of security to protect sensitive information.

CV Advisors

by CV ADVISORS LLC

Free

This app allows clients to securely view and monitor their portfolio and accounts, track investment performance, and stay informed about market developments. Download the app to take control of your investments and stay up-to-date on market trends.

PlanLink

by Spectrum Pension Consultants, Inc.

Free

Enroll in your retirement plan quickly, manage your investments, change contributions, request various financial services, track portfolio performance, view transaction history, and get live fund data all in one app. Join now for seamless financial management.