Best Vmantri Partner Apps

Advyzon

By Advyzon

Free

Manage client information, notes, tasks, and documents on the go. This app provides advisors with essential tools for client management in a mobile-friendly format.

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Free

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.

Edward Jones

Track your goals on-the-go

Free

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

CurrentClient

For business professionals

Free

This app provides a compliant communication platform designed for business professionals, offering a modern phone system with integrated growth tools. It simplifies client interactions through features like CRM sync, a unified inbox, and automated messaging.

American Heritage VideoAdvisor

by American Heritage FCU

Free

Securely connect with trusted financial professionals for face-to-face video chats. Share documents, review contracts, and eSign agreements all within one easy-to-use application.

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.

True Potential

by True Potential LLP

Free

Access your finances and investments anytime, anywhere with award-winning technology. Track performance, add to investments with innovative features, and monitor your net wealth. Secure messaging keeps you connected.

ONE Advisory Partners

by ONE Advisory Partners LLC

Free

Access your financial portfolio information through a streamlined and intuitive mobile interface. This application is exclusively for authorized ONE clients to view their investment details.

hazel.ai

AI for wealth professionals

Free

This AI-powered tool helps wealth professionals stay present during client meetings by automatically recording, transcribing, and summarizing conversations. It streamlines note-taking and syncs data to a web platform for follow-up actions like drafting emails and updating CRMs.

Vega Minds

Your AI Associate Advisor

Free

This AI-powered associate advisor streamlines your professional practice by learning your style and clients. It automates tasks like drafting client emails, preparing for and summarizing meetings, managing tasks, and creating content. The mobile app allows for direct chat, meeting recording, and access to meeting analyses.

Advisors Management Group

by Advisors Management Group, Inc.

Free

Access your financial portfolio data through a streamlined mobile interface. This application is designed exclusively for authorized clients of Advisors Management Group, offering a convenient way to view your investments.

Jump AI

AI for wealth managers

Free

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.

Investment HQ

by Advisors Excel, LLC

Free

This platform allows advisors and clients to easily access and view client accounts, portfolio values, holding summaries, and performance reports. It also provides quick access to advisor contact information.