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• • Sittner & Nelson Client Portal
  • iOS Apps: Finance  By: Sittner & Nelson Client Portal
  • Free  2023-10-25 22:01:02 UTC
  • Lists: 0 + 0  Rankings: 0  Reviews: 0
  • Points: 0 + 0  Version: 2.0.1154088   This app, designed for clients of Sittner & Nelson, provides an intuitive financial dashboard of your finances, document vault, interactive reports, and more all in a secure and easy ...
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• • Wealthjar Client Portal
  • iOS Apps: Finance  By: Wealthjar Client Portal
  • Free  2022-12-08 02:38:06 UTC
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  • Points: 0 + 0  Version: 2.0.1040826   This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more all in a secure and easy to use mobile app. TOP ...
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• • Verso IM Client Portal
  • iOS Apps: Finance  By: Whitefoord LLP
  • Free  2025-06-19 00:09:01 UTC
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  • Points: 0 + 0  Version: 3.1   A clear, uncomplicated view of your investment portfolio. As an app on your tablet and smartphone, your investments are beautifully brought together under a single login, accessible to
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• • Bentley Reid Client Portal
  • iOS Apps: Finance  By: Bentley Reid & Co (UK) Ltd
  • Free  2025-11-10 16:27:01 UTC
  • Lists: 0 + 0  Rankings: 0  Reviews: 0
  • Points: 0 + 0  Version: 1.2   The Bentley Reid Client Portal app is a service provided by Bentley Reid and powered by moneyinfo that gives you online access to view your statements & current financial holdings ...
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• • Boston Standard Client Portal
  • iOS Apps: Finance  By: Boston Standard Wealth Management, LLC
  • Free  2025-11-08 20:33:08 UTC
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  • Points: 0 + 0  Version: 1.91   The Boston Standard Wealth Management client portal enables Boston Standard clients to access portfolio data in a simple, user-friendly interface. Requirements: You must be a Boston ...
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• • NBT Wealth Client Portal
  • iOS Apps: Finance  By: NBT Bancorp, Inc.
  • Free  2025-11-08 22:53:01 UTC
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  • Points: 0 + 0  Version: 1.91   The NBT Wealth Client Portal mobile phone application enables authorized Wealth Management clients to access portfolio data in a simple, elegant interface. Requirements: You need to be
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• • BTW Company Client Portal
  • iOS Apps: Finance  By: Boston Trust Walden Company
  • Free  2024-05-02 15:43:01 UTC
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  • Points: 0 + 2 (5.0)  Version: 2.1   Boston Trust Walden Company offers an online portal where clients can view up-to-date account information and documents. Note the mobile view of the portal may provide less information
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• • Lewis Investment Client Portal
  • iOS Apps: Finance  By: Lewis Investment
  • Free  2025-10-13 03:18:01 UTC
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  • Points: 0 + 0  Version: 1.2.0   Lewis Investment are a firm of advisers based in Poole, Dorset that offer full bespoke independent financial advice ranging from Pensions and investments to mortgages, equity release ...
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• • Bloom Advisors Client Portal
  • iOS Apps: Finance  By: Bloom Advisors
  • Free  2025-11-08 21:20:01 UTC
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  • Points: 0 + 1 (5.0)  Version: 1.91   The Bloom Advisors Mobile phone application provides authorized clients with access to portfolio data in a simple, elegant interface. Only authorized clients have access. If you would ...
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• • Back Bay Client Portal
  • iOS Apps: Finance  By: Back Bay Financial Planning & Investments, LLC
  • Free  2025-06-07 00:44:13 UTC
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  • Points: 0 + 1 (5.0)  Version: 5.19.0   Welcome to our new mobile app! You'll have complete visibility and access to your investments right at your fingertips.
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• • Pinion Wealth Client Portal
  • iOS Apps: Finance  By: Pinion Wealth Management, LLC
  • Free  2025-09-20 00:44:07 UTC
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  • Points: 0 + 0  Version: 5.20.1   See your complete financial picture and interact with your financial advisor. This app provides an intuitive dashboard of your finances, interactive reports, and more - all in a secure
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• • Canopy Client Portal
  • iOS Apps: Finance  By: Canopy Tax
  • Free  2025-10-27 05:14:01 UTC
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  • Points: 0 + 17,551 (4.9)  Version: 1.28.1   Canopy has simplified how you share files and exchange information with your accountant. This app is designed for you, the client. You have likely been invited to the Canopy Client ...
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• • Progeny Client Portal
  • iOS Apps: Finance  By: Progeny Wealth Limited
  • Free  2025-07-31 11:00:17 UTC
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  • Points: 0 + 0  Version: 2.3   Progeny Client Portal is a service provided by Progeny Wealth Limited and powered by moneyinfo that gives you a complete picture of your financial life. Think of it as your digital ...
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• • Errante Client Portal
  • iOS Apps: Finance  By: Errante
  • Free  2025-10-14 19:45:01 UTC
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  • Points: 1 + 1 (5.0)  Version: 1.2.16   Errante clients can create, verify, and fund their account using our user-friendly app. Errante offers clients the ability to control their account using our user-friendly app. Create,
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