Best Progeny Client Portal Apps

0.0(0 ratings)

Free

eMoney Client Portal by eMoney Advisor

eMoney Client Portal

Strong Contender

3.5(30 ratings)

Free

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.

EXE Client Portal by Everys Financial Services Limited

Access valuation & documents

Worth Considering

Plan, save, invest, retire

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.

More Progeny Client Portal apps to explore

Empower ®

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)

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)

Betterment Invest & Save Money

Investments & Cash Accounts

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash reserve account

Automated investing and savings app to help you reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for retirement planning and wealth building. Start with as little as $10.

free with in-app purchases

(67K)

CPS Portal

by CPS Investment Advisors

View portfolio valuesCheck asset allocationsContact your advisor

Access your investment portfolio details and connect with your financial advisor. View your portfolio's value and asset allocation in one place.

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

(0)

Greenwood Gearhart Client App

by Greenwood Gearhart Inc.

Portfolio DashboardRelationship TimelineDocument Vault

Access your investment portfolio and connect with your wealth management team on the go. Track your financial progress with a dashboard, review your relationship history, and securely store important documents.

by Raymond James Financial

View account balances and investment valuesTransfer funds and deposit checksAccess market information

Securely manage your investment portfolio, transfer funds, and deposit checks from your mobile device. Access real-time market information, view account balances, and store important financial documents in a secure vault. Get a quick snapshot or in-depth review of your finances anytime.

(159)

Private Client Services

Client portal

Secure Multi-Factor AuthenticationComprehensive account overviewInvestment results and holdings

Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.

(11)

by Prospera Financial Services, Inc

Prospera Client Portal

Access portfolio dataSimple interfaceElegant design

Access your financial portfolio data through a streamlined interface. Requires authorization as a Prospera client to log in and view your investment information.

All-In-One Wealth Management

Connect bank, credit, and investment accountsAutomated net worth, savings, spending, and debt trackingCategorize transactions and set budgets

This app helps you build better financial habits by connecting your accounts to track net worth, savings, spending, and debt. It offers tools for budgeting, investing, and earning on cash, with personalized insights and educational content.

free with in-app purchases

(28)

MPW Client Portal

by McLaughlin Private Wealth, LLC

by Infinium Investment Advisors, LLC

by National Financial Services LLC

(0)

Wealthscape Investor℠

Access managed brokerage accountsView portfolio, positions, and balancesAccess account statements and tax forms

Manage your brokerage accounts on the go with an enhanced user experience. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Advanced security features protect your financial data.

(20K)

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)

BOKF Private Wealth, Inc.

by BOK Financial Corporation

by Nav Consulting Inc