Best Pinion Wealth Client Portal Apps

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Free

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Pinion Wealth by KCOE WEALTH MANAGEMENT LLC

Strong Contender

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Free

EXE Client Portal by Everys Financial Services Limited

Access valuation & documents

Worth Considering

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Free

More Pinion Wealth Client Portal apps to explore

eMoney Client Portal

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

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.

(28)

SouthState Wealth Client App

SouthState Wealth mobile

Securely access your investment portfolio performance, holdings, and transactions on your mobile device. View account snapshots, download statements, and analyze asset valuations. Requires an existing relationship with a financial advisor using Dash wealth management software.

Secure portfolio accessAccount snapshot viewPortfolio performance tracking

🔧 Utilities

Park Avenue® Wealth Management

by Park Avenue Securities

Account balances and holdingsInvestment performance trackingPortfolio allocation overview

Access your investment accounts, view balances, track performance, and manage transactions on the go. Securely store and share documents with your advisor. Requires an existing account with Park Avenue Securities.

(24)

Annex Wealth Management, LLC

by Annex Wealth Management, LLC

by BGM Wealth Partners, LLC

BGM Wealth Partners, LLC

HR for Employees & Managers

View pay & W2 statementsRequest and approve time offTrack time & attendance (punch in/out, timesheets)

Access payroll, time, benefits, and HR information for yourself and your team. Track time, view pay statements, manage time off, and connect with colleagues. Managers can approve requests and view team calendars.

💼 Business

(4.4M)

free with in-app purchases

MPW Client Portal

by McLaughlin Private Wealth, LLC

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Account overview and balance trackingInvestment performance trackingCost basis and day change details

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

(177K)

by G.W. Henssler & Associates, Ltd.

Henssler Planning Portal

BOKF Private Wealth, Inc.

by BOK Financial Corporation

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

(404K)

Wealthspire Client Portal

by Sontag Advisory LLC

Interactive financial dashboardDocument vaultInteractive reports

Manage your finances with an intuitive dashboard, secure document vault, and interactive reports. Track investments, utilize budgeting tools, and gain a clear overview of your financial health in one easy-to-use mobile application.

(3)

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)

By Arvest Wealth Management

Savant Wealth Management

by Savant Capital, LLC

Secure login with biometricsPortfolio overview and market valuationDetailed holdings search

Securely view investment accounts, statements, and tax forms 24/7. Optimized for mobile, it offers quick login, portfolio overviews, detailed holdings, and transaction history filtering. Set up custom alerts for securities and download tax forms for software.

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)