Best Thimble Island Wealth Portal Apps

Black Diamond Wealth Platform

by Black Diamond Performance Reporting, LLC

Free

This application provides authorized clients with a streamlined interface to view their investment portfolio data. Access is restricted to existing Black Diamond users who have been granted phone application authorization.

TPW Portal

by Tiller Private Wealth, Inc.

Free

This application provides investment clients with secure access to their financial reports and documents. It facilitates investment reporting and document sharing for a private wealth management firm.

Wealth Portal

by Family Capital Limited

Free

This app provides a comprehensive, real-time overview of your family's aggregated wealth. It allows you to manage portfolios, track property, connect bank accounts, and securely communicate with your wealth manager.

EXE Client Portal

Access valuation & documents

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.

BGM Wealth Partners, LLC

by BGM Wealth Partners, LLC

Free

Access your client dashboard, secure document vault, and interactive investment reports. Stay informed about your wealth management team and financial performance through a user-friendly mobile interface.

Empower ®

Plan, save, invest, retire

Free

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.

Vault: Private Wealth

Grow & preserve your wealth

Free

This app offers personalized wealth management guidance and investment opportunities for high-net-worth individuals. Access diversified portfolios, private market strategies, and earn interest on idle cash with expert financial advisors.

Wealthfront: Save and Invest

Saving, investing, stocks.

Free

Manage your savings and investments in one place. Earn competitive APY on cash deposits, invest in diversified portfolios or individual stocks with zero commissions, and get a holistic view of your financial future.

M1: AI Wealth Management

Investing, saving & advice

Free

This AI-powered financial advisor offers personalized investment, saving, and borrowing advice directly within your accounts. It acts as a registered fiduciary, legally bound to your best interests, and provides on-demand portfolio reviews and custom investment strategies.

Hammond Iles Portal

by Kelly Financial Group, LLC

Free

Securely access your financial accounts, investment portfolio, and important documents on the go. Connect with your financial coach and receive updates from your personal finance team. Manage your finances with at-a-glance details and detailed portfolio overviews.