Best Lcg Portal Apps

0.0(0 ratings)

Free

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.

CH Portal by Cooper/Haims Advisors, LLC

Worth Considering

0.0(0 ratings)

Free

More Lcg Portal apps to explore

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.

(9)

Sittner & Nelson Client Portal

by SITTNER & NELSON, LLC

by McLaughlin Private Wealth, LLC

Plan, save, invest, retire

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

(426K)

Cleo AI: Cash Advance & Budget

Credit Builder & Savings Goals

AI-powered budgeting and financial chatCash advances up to $500Savings goals with interest (APY up to 2.95%)

This AI-powered app simplifies your finances by helping you budget, save, and access cash advances. It offers personalized financial coaching, credit building tools, and investment options to help you reach your goals.

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.

This app facilitates secure communication and real-time updates between accounting firms and their clients. It allows for direct messaging, information requests, and mobile notifications to streamline collaboration and provide insights into ongoing work.

Secure MessagingInformation RequestsMobile Notifications

Access a comprehensive and secure overview of your financial life. Track spending, investments, and set personalized goals. Securely store important documents and communicate with your advisor.

All-in-one account viewTrack spending and investmentsPersonalized goal setting

(30)

Rice Partnership Client Portal

by The Rice Partnership LLC

Architerra Homeowner Portal

(0)

by Infinium Investment Advisors, LLC

Time is money. Save both

Corporate card managementAutomated expense reportingBill payment processing

Manage corporate finances, expenses, and payments efficiently. This platform offers corporate cards, automated expense reporting, and bill payments in a single, user-friendly solution. Track spending, submit reports on the go, and access essential financial information anytime.

(49K)

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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)

Safe accounting client portal

TaxDome Client Portal

Secure document exchangeDigital document signingPayment management

Securely exchange documents, sign forms, and manage payments with your accountant. Respond to requests, review work, and stay connected with your accounting firm from anywhere.

(43K)

Ally: Bank, Auto & Invest

The app for all things money

Manage bank, auto, and investment accountsSmart savings tools like buckets and boostersCommission-free trading on eligible stocks and funds

Manage your bank, investment, and auto accounts in one secure, convenient app. Features include smart savings tools, commission-free trading, and vehicle payment management. Get paid early and avoid fees with this comprehensive financial management solution.

(115K)