Best Jgp Wealth Management Llc Apps

Baird Online

by Robert W. Baird & Co.

Free

Track your wealth effortlessly with our app designed to monitor financial plans, view portfolios, securely log in, check net worth, access key documents, stay informed with expert insights, and connect with your Baird advisor. Take control of your finances today.

UBS Wealth Management

by UBS AG

Free

A comprehensive financial services app offering account management, budgeting tools, personalized insights, and future planning features. Tailored for existing clients of UBS Financial Services Inc., empowering users to take control of their financial well-being.

Capital Group PlanPremier401k

Manage your 401k

Free

This app is designed for American Funds PlanPremier participants to manage their 401k accounts. Users can view key account details, make account changes, access forms, and utilize various account management tools.

Black Diamond Wealth Platform

by Black Diamond Performance Reporting, LLC

Free

This mobile application allows authorized clients to access their portfolio data in a simple and elegant interface. If you're interested in gaining access, contact your primary representative to request authorization.

Betterment Invest & Save Money

Investments & Cash Accounts

Free

An innovative investment platform designed to help users grow their wealth through automated investing, personalized advice, and goal-based strategies. Start investing smarter today for a more secure financial future.

T. Rowe Price Personal®

INVEST WITH CONFIDENCE®

Free

Track your financial goals with a secure mobile app that helps you manage your retirement savings with features like viewing account activity, balances, and asset allocation. Invest with confidence and take control of your financial future.

Capital Group RKDirect 401k

Manage your 401k

Free

This app is designed for participants in American Funds RecordkeeperDirect 401k plans to manage their retirement accounts. Users can view account details, make changes to their account, and access various account management features provided by Capital Group, home of American Funds. Contact your employer to determine if this app is suitable for your plan.

Willow Wealth

Private markets investing

Free

Unlock access to alternative investments traditionally reserved for the 1% with a platform that offers diversification through unique access to private equity, venture capital, crypto funds, art, real estate, and more. Yieldstreet's investment team partners with specialists to assess and evaluate investments, with impressive statistics including $3.5 billion invested, $2 billion in principal and interest paid, 300 fully repaid deals, and a 9.6% realized net annualized return. Invest in private markets your way with individual offerings, the Alternative Income Fund, a FDIC-insured Wallet, and IRAs for tax-efficient investing. Discover more at yieldstreet.com.

Wealthscape Investor℠

by National Financial Services LLC

Free

Access your managed brokerage accounts with ease using this app, featuring advanced security measures like biometric login and two-factor authentication. Enjoy convenient self-service capabilities and access account information effortlessly, including statements, tax forms, and more. To get started, contact your financial institution to enroll in Wealthscape Investor or Online Brokerage.

The Legacy Wealth App

by LEGACY WEALTH LLC

Free

This mobile app allows Legacy Wealth clients to access their portfolio data in a simple and elegant interface. Download the app to easily view your portfolio information, if you're a Legacy Wealth client.

Wealth Without Wall Street

Reach Financial Freedom

Free

This community app helps users achieve financial freedom without relying on Wall Street, offering resources such as passive income strategies, expert Q&As, and peer connections. Join to learn, ask questions, and engage with others in a distraction-free space to build your financial future.

NetBenefits

Fidelity workplace benefits

Free

Manage all your Fidelity workplace benefits in one place with this app. View retirement savings, manage HSA expenses, access educational materials, and stay secure with advanced security measures. Take control of your financial well-being today.

Orion Wealth Management Portal

by Orion Advisor Services, LLC

Free

Manage your wealth and collaborate with your advisor using this comprehensive portal that provides essential tools for financial management. Access the platform to take control of your financial well-being.

Wealth Building Cornerstones

by Wealth Building Cornerstones

Free

This application provides agents and advisors with a straightforward, powerful financial process to help clients build and protect their wealth efficiently. It offers educational presentations for pre-retirees and retirees, guiding them through a simple and effective planning process to maximize their financial resources.

Ethos - Insurance & Wills

An Ethos Technologies company

Free

Ethos - Insurance simplifies the process of getting life insurance by offering an online platform where users can easily apply for and manage their policies. With a user-friendly interface and quick approval process, Ethos makes getting life insurance hassle-free. Join Ethos today to protect your loved ones with ease.

Gatewood Wealth Solutions

by Gatewood Wealth Solutions, LLC

Free

This application helps families manage their finances and achieve financial freedom by providing access to their financial plan, investment performance, and cash flow, as well as direct messaging with their advisors. By using this app, users can easily keep track of their financial life and work towards their goals with the guidance of experienced professionals.