Best Larson Portal Apps

5.0(1 ratings)

Free

Access your financial plan progress, account balances, and insurance policy details on the go. Stay connected with your financial advisors through secure communication. This app is designed for existing clients to manage their finances easily.

EXE Client Portal by Everys Financial Services Limited

Access valuation & documents

Strong Contender

0.0(0 ratings)

Free

Ally: Bank, Auto & Invest by Ally Financial Inc.

The app for all things money

Worth Considering

Plan, save, invest, retire

4.7😐(114K ratings)

Free

#78in Finance

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

What We Love

🚀 Reliable app performance
👍 Helpful customer service
💡 Useful savings buckets feature
🚀 Immediate fund transfers

Room to Improve

🐛 Frequent app crashes and bugs
🕰️ Slow mobile check deposit processing
🔒 Lack of VPN compatibility
🤖 Unhelpful automated customer support
💰 Unexpected fees and account holds

More Larson Portal apps to explore

Empower ®

Consolidated account viewRetirement planningBudget tracking

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

free with in-app purchases

(412K)

Sittner & Nelson Client Portal

by SITTNER & NELSON, LLC

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.

All-in-one account aggregationSpending and investment trackingPersonalized goal setting

(29)

Accounting Client Portal

Talk to your accountant

Effortless communication with accountantSecure file and receipt sharingQuick access to financial statements

This app facilitates seamless communication and document sharing between clients and their accountants. It allows users to securely upload files, ask questions, and access financial statements for informed decision-making.

💼 Business

(19)

Orion Wealth Management Portal

by Orion Advisor Services, LLC.

Wealth management toolsAdvisor collaborationFinancial planning access

Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.

by Bragg Client Portal

Interactive financial dashboardDynamic investment reportsSecure document vault

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.

by Nav Consulting Inc

Secure data accessAccounting reportsRisk analytics

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.

by Voya Services Company

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

(188K)

by G.W. Henssler & Associates, Ltd.

Henssler Planning Portal

Rice Partnership Client Portal

(0)

by The Rice Partnership LLC

Time is money. Save both

Corporate card managementExpense reportingBill payments

This finance automation platform streamlines corporate spending with features like corporate cards, expense management, and bill payments. The mobile app allows users to manage expenses on the go, submit reports, and view transaction history.

Morgan Stanley at Work

View stock plan account balance and activityCheck award vesting schedulesSell shares and exercise options

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.

(7.7K)

Safe accounting client portal

TaxDome Client Portal

Review and approve documentsScan and upload documentsSecure chat with accounting professional

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.

by Kelly Financial Group, LLC

Secure account accessInvestment portfolio dashboardDocument vault

Securely access your financial accounts, investment portfolios, and important documents on the go. Connect with your financial coach and receive updates from your personal finance team instantly.

(5)

D.A. Davidson Client Access

by D. A. Davidson Companies

Secure account accessView balancesView holdings

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.

(26)

Morgan Stanley Wealth Mgmt

by Morgan Stanley

Account management and balance viewingMobile check depositMoney transfers and bill pay

Manage your personal finances, accounts, and investments on the go. Deposit checks, transfer money, view documents, and connect with your financial advisor securely. Track spending, set alerts, and even lock your debit card if misplaced.

(452)

by Apollon Wealth Management, LLC

Apollon Client Portal

Account information viewingBalance trackingPerformance reporting

Access your financial account details, including balances, performance reports, statements, and income projections. Track your gains and losses with this comprehensive financial overview tool.

(3)