Best Pershing Advisor Solutions Llc Apps

Secure client account accessView portfolio performanceAccess holdings and transaction history

Securely access and manage your Primerica Advisors managed investment accounts on your mobile device. Review portfolio performance, holdings, transaction history, and important documents anytime, anywhere.

Your Investment Advisor

Track retirement goal progressView total portfolio and account detailsLink outside accounts

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

(7.4K)

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Morningstar for Advisors

by Morningstar, Inc.

Digitize portfolio informationCapture and crop financial statementsCreate portfolio scenarios

This app digitizes client portfolio information for financial advisors, allowing them to capture, crop, and create portfolio scenarios. It provides access to client accounts and market insights on the go, enhancing advisor efficiency and client connection.

by Trojmiasto.pl Sp. z o.o.

Real-time traffic updatesLocal sports scoresEvent listings with map

Stay informed about everything happening in the Tri-City area (Gdańsk, Gdynia, Sopot). Get real-time traffic updates, local sports scores, event listings, business directories, and news. It also serves as a tourist guide and features real estate listings.

by Redtail Technology, Inc.

Access client contact informationManage calendar and schedule activitiesView and edit contact details

Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.

💼 Business

(675)

free with in-app purchases

iConnections LLC

The Alts Industry Network

Connect investment professionalsSchedule video meetingsShare documents securely

This app connects the investment management community, fostering stronger relationships and unique opportunities. It provides a secure platform for finding professionals, scheduling meetings, sharing documents, and tracking interactions globally.

💼 Business

(928)

FMG - Expert Advisor Marketing

by fmg Suite, LLC.

Share content from anywhereGet notified of new contentPost to social media

This app allows financial advisors to share timely content with clients and prospects from anywhere. It enables quick distribution of market insights, breaking news, and holiday-themed posts to selected audiences via email or social media, streamlining communication and establishing expertise.

💼 Business

(282)

free with in-app purchases

Bitdefender VPN: Fast & Secure

Safe, Private Browsing Access

Unlimited VPN trafficNo traffic logsMilitary-grade encryption

Secure your internet connection with military-grade encryption and anonymous browsing. Access geo-restricted content, bypass censorship, and protect your data on public Wi-Fi. Offers ad blocking and advanced privacy features.

🔧 Utilities

(13K)

free with in-app purchases

Transcend Capital Advisors LLC

by Transcend Wealth Collective LLC

Client portal accessAccount viewingPortfolio breakdown and performance

Access your wealth management client portal to view accounts, portfolio performance, and securely store financial documents. This registered investment advisor offers a comprehensive solution for managing your finances.

(2)

Capital Group PlanPremier401k

Manage your 401k

View retirement income estimatesCheck personal rate of returnManage contribution amounts

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

CRM for Financial Advisors

Client relationship managementContact management with quick actionsRedesigned calendar and task management

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

AI for wealth managers

AI-powered meeting captureAutomated note-taking in your voiceTask generation from conversations

This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.

Schwab Advisor Center® Mobile

(1.1K)

freemium

by The Charles Schwab Corporation

Remote client account managementView account balances and positionsTrack submitted request statuses

This app allows independent registered investment advisors to remotely monitor and manage client accounts. It offers secure access to account balances, positions, and request statuses, with features like mobile check deposit and direct support contact.

(37)

My Financial Advisor -Blueleaf

Your Advisor, Always There.

Real-time advisor updatesPortfolio performance trackingAccount balance aggregation

Access your complete financial life and communicate directly with your advisor. Receive real-time updates, track portfolio performance, and stay informed about market insights and planning tips. This app provides a transparent and convenient way to manage your finances and engage with your financial professional.

Employee Financial Wellness

Personalized financial guidanceGoal tracking and planningEducational resources (articles, sessions)

Gain control of your finances with personalized guidance, goal tracking, and a tailored plan. Access educational resources, AI-powered coaching, and investment advice. Securely manage your budget, monitor spending, and view all accounts in one place.

The Road to Financial Security

Virtual classroom with educational multimediaSavings calculators and planning guidesSocial Security estimates

This app simplifies retirement and benefit planning with educational resources and tools. Access a virtual classroom, savings calculators, and risk assessment to optimize your financial future. Learn about investing, health savings accounts, and more to achieve financial security.

📚 Education

(1.6K)

Elite Advisor Success System™

Financial Advisor Training