Best Kmg Fiduciary Partners Apps

Guardian®

Insurance | Wealth | Benefits

Free

Access your dental and vision benefit details, find participating providers, and view your ID cards. Track your dental claims and review your plan information.

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.

Facet: Financial Planning

Flat fee, CFP®, investing

Free

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

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Private Market Deals

Free

This app serves as a companion to a private market membership, allowing users to browse curated deal information, review company details, and manage their account. It facilitates access to private market opportunities by presenting deal specifics and then seamlessly directs users to an external platform for transaction completion.

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.

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.

CoverageX

by CoverageX LLC

Free

Manage all your insurance policies securely from your phone. Access digital ID cards, view coverage details, make payments, and even purchase new policies. Stay informed with alerts and enjoy peace of mind with robust security features.

Refer A Friend App

Trusted Pros from friends

Free

This app facilitates earning money by recommending trusted professionals to your network. Professionals pay only for completed jobs, while referrers earn a percentage of successful referrals. It offers in-app messaging, marketplace discovery, and performance analytics.

Milliman Mobile Benefits

by Milliman, Inc.

Free

Access and manage your employer-sponsored retirement plan details conveniently and securely on your mobile device. View contributions, investments, statements, and personal rates of return. Make changes to savings and fund transfers directly from the app.