Best Oak Harbor Wealth Partners Apps

0.0(0 ratings)

Free

Beacon Harbor by Beacon Harbor Wealth Advisors, Inc.

Strong Contender

0.0(0 ratings)

Free

Live Oak Wealth by Live Oak Private Wealth, LLC

Worth Considering

Facet: Financial Planning

0.0(0 ratings)

Free

More Oak Harbor Wealth Partners apps to explore

Flat fee, CFP®, investing

Personalized financial roadmapCFP® professional guidanceInvestment management

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.

(29)

AI financial advisor built in

M1: AI Wealth Management

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

free with in-app purchases

(75K)

Plante Moran Wealth

by PMFA INC

On-demand portfolio accessView financial assets and liabilitiesDocument access

Access your investment portfolio and financial information on demand. Add and view all financial assets and liabilities in one place, and access important documents and team contact details. This app is exclusively for clients of Plante Moran Financial Advisors.

(8)

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

free with in-app purchases

(17K)

Wealth Partners Alliance

by Wealth Partners Alliance, LLC

Portfolio data accessView reports and statementsCommunicate with Wealth Partners Alliance Team

Access your investment portfolio, view financial reports, and connect with your dedicated team. This app requires existing client access.

(5)

Investing, Wealth Management

Titan: Your Wealth Team

Dedicated advisory teamProfessional investment managementAutomated cash management

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

Charter Oak Capital Management

(7K)

freemium

by Charter Oak Capital Management

Interactive financial dashboardDynamic investment reportsSecure document vault

Manage your complete financial picture with an intuitive dashboard, interactive reports, and a secure document vault. Easily track investments and communicate with your financial advisor.

(1)

Black Diamond Wealth Platform

by Black Diamond Performance Reporting, LLC

Portfolio data accessSimple interfaceElegant design

Access your investment portfolio data through a streamlined mobile interface. This application is designed for authorized clients to view their financial information on the go.

(96)

Laurel Oak Wealth Management

by Laurel Oak Wealth Management LLC

View all assets in one placeTrack progress toward financial goalsAccess important documents

Access your financial portal securely to manage your assets, track progress towards goals, and stay connected with your advisory team. This app provides a client-friendly way to keep your finances organized and accessible anytime, anywhere.

by Chicago Partners Investment Group LLC

Real-time financial insightsPortfolio performance trackingDetailed asset holdings

This app offers high-net-worth individuals and family offices real-time insights and control over their wealth. It provides detailed portfolio performance, holdings, and asset allocation visualizations, all secured with industry-leading protection.

(2)

by Focus Financial Partners, LLC

Focus Partners Wealth

View account informationDirect messaging with advisory teamSecure document exchange

Access your financial advisor and manage your wealth securely from anywhere. View accounts, communicate with your team, exchange documents, and track your financial goals and long-term plan.

(2)

by BGM Wealth Partners, LLC

BGM Wealth Partners, LLC

Financial planning & advisory

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.

Endurance Wealth Partners

(90)

subscription

by Endurance Wealth LLC

Aggregate assets and liabilitiesHolistic wealth viewManage and track expenses

Gain a holistic view of your finances by aggregating assets and liabilities. Manage and track expenses to work towards financial independence and build generational wealth with intuitive tools and personalized insights.

(1)