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

2.0(1 ratings)

Free

Securely access and manage financial documents, personal records, and investment portfolio details on your mobile device. Communicate with advisors through a safer messaging system and store important files in the cloud.

Empower ® by Empower Retirement, LLC

Plan, save, invest, retire

Worth Considering

Sittner & Nelson Client Portal

4.8😞(423K ratings)

Free

#48in Finance

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.

What We Love

👍 Good product overall
🚀 Sleek design and robust performance
🔒 Excellent customer service and support

Room to Improve

🐛 Buggy and unreliable app
⏱️ Slow loading times
🤔 Missing key features and functionality
🤯 Confusing and unintuitive navigation
💻 Forced to use app instead of website
🇨🇦 Not compatible with Canadian users

More Larson Portal apps to explore

by SITTNER & NELSON, LLC

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.

(3)

by G.W. Henssler & Associates, Ltd.

Henssler Planning Portal

(0)

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.

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

(30)

Ally: Bank, Auto & Invest

The app for all things money

Manage bank accountsSchedule vehicle paymentsSmart savings tools

Manage your banking, investments, and auto loans all in one place. Features include smart savings tools, commission-free trading, and free FICO® Score updates. Securely handle all your financial needs on the go.

(115K)

Rice Partnership Client Portal

by The Rice Partnership LLC

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.

by Kelly Financial Group, LLC

Secure account accessInvestment portfolio dashboardDocument vault

Securely access your financial accounts, investment portfolio, and important documents on the go. Connect with your financial coach and receive updates from your personal finance team. Manage your finances with at-a-glance details and detailed portfolio overviews.

(5)

Sentinel Wealth Tax Naples FL

Sentinel Client Portal

Secure messagingDocument uploadReview requests

Securely connect with your financial advisory team. Send and receive messages, upload documents, and manage financial planning tasks on the go. Requires an active client portal account.

💼 Business

(1)

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.

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.

Access and manage your investment portfolio securely from your iPhone or iPad. View comprehensive summaries, detailed analytics, and important financial documents. Customize your experience and stay connected to your financial picture anytime, anywhere.

Comprehensive portfolio viewDetailed analytics dashboardsSecure document access and upload

Easily monitor your financial accounts, view investment holdings, and track activity. Connect with your financial advisor through direct contact options. Access account balances and summary charts anytime, anywhere.

Monitor account balancesView investment holdingsTrack investment activity

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.

by McLaughlin Private Wealth, LLC