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| App | Style | Rating | Installs | Released |
|---|---|---|---|---|
LMC FP
|
Productivity | โ | 10,000+ | Nov 12, 2024 |
Prospera
|
Productivity | โ | 1,000+ | Aug 9, 2022 |
DocPortal
|
Productivity | โ | 1,000+ | Aug 25, 2020 |
CWM Client App
|
Productivity | โ | 500+ | Jan 16, 2025 |
McKenzie & Co
|
Productivity | โ | 500+ | Mar 17, 2022 |
Dragon Wealth
|
Productivity | โ | 500+ | Jan 19, 2025 |
WHR
|
Productivity | โ | 100+ | Mar 21, 2023 |
Primus Financial Solutions
|
Productivity | โ | 100+ | Jul 28, 2023 |
JMK WM
|
Productivity | โ | 100+ | Mar 7, 2025 |
PWM Portal
|
Productivity | โ | 100+ | Jan 10, 2024 |
Quayside Vault
|
Productivity | โ | 100+ | Nov 15, 2023 |
SJM Portal
|
Productivity | โ | 100+ | Oct 22, 2024 |
WB Wealth
|
Productivity | โ | 100+ | Sep 27, 2022 |
Fortress Capital
|
Productivity | โ | 100+ | Aug 24, 2022 |
Legacy Hub
|
Productivity | โ | 100+ | Apr 24, 2025 |
My Wellesley
|
Productivity | โ | 100+ | Nov 10, 2021 |
Think Financial
|
Productivity | โ | 50+ | Mar 20, 2023 |
Tweed Wealth
|
Productivity | โ | 50+ | Dec 5, 2022 |
Apex View
|
Productivity | โ | 50+ | Jan 24, 2025 |
Franklyn
|
Productivity | โ | 50+ | Aug 19, 2022 |
Hall & Costello
|
Productivity | โ | 50+ | Nov 13, 2021 |
DMB Wealth
|
Productivity | โ | 50+ | Jan 24, 2025 |
The Platt Partnership
|
Productivity | โ | 50+ | Sep 20, 2022 |
Circle Wealth Partners
|
Productivity | โ | 50+ | Feb 5, 2025 |
Clay WM
|
Productivity | โ | 50+ | Jul 17, 2023 |
Parkside Financial
|
Productivity | โ | 50+ | Mar 20, 2023 |
Amica Gateway
|
Productivity | โ | 10+ | Nov 10, 2021 |
PFP Vault
|
Productivity | โ | 10+ | Jan 10, 2024 |
FORM Financial Clarity
|
Productivity | โ | 10+ | Jul 6, 2023 |
Brace Financial
|
Productivity | โ | 10+ | Mar 28, 2025 |
Martello
|
Productivity | โ | 10+ | Aug 10, 2023 |
SWM Vault
|
Productivity | โ | 10+ | Jan 17, 2022 |
Ingram Wealth
|
Productivity | โ | 10+ | Jul 9, 2023 |
Shipton Wealth
|
Productivity | โ | 10+ | Aug 25, 2023 |
Crocker & Partners
|
Productivity | โ | 10+ | Jan 6, 2025 |
Mulberry Tree Wealth
|
Productivity | โ | 10+ | Mar 25, 2025 |
Simplicity FP
|
Productivity | โ | 10+ | Mar 21, 2025 |
Winthrop
|
Productivity | โ | 10+ | Dec 11, 2025 |
RBA WM
|
Productivity | โ | 10+ | May 12, 2023 |
Compound Wealth Planning
|
Productivity | โ | 10+ | Feb 9, 2023 |
Trowlock Wealth Management
|
Productivity | โ | 10+ | Apr 25, 2022 |
TANNA LFP
|
Finance | โ | 10+ | May 16, 2024 |
NLS Financial
|
Productivity | โ | 10+ | Mar 30, 2025 |
TC Wealth
|
Productivity | โ | 10+ | Mar 4, 2025 |
Twelve Wealth Management
|
Productivity | โ | 10+ | Oct 31, 2024 |
Alpe WM
|
Productivity | โ | 10+ | Jan 14, 2025 |
AMG Wealth
|
Productivity | โ | 10+ | Jan 5, 2025 |
Fox & Young FP
|
Productivity | โ | 10+ | Mar 21, 2025 |
Wealth Strategies
|
Finance | โ | 10+ | May 10, 2024 |
PBWM
|
Productivity | โ | 10+ | Feb 24, 2025 |
RC Wealth Management
|
Productivity | โ | 10+ | Dec 4, 2024 |
Shand & Burns Financial
|
Productivity | โ | 10+ | May 28, 2023 |
Alexanders
|
Productivity | โ | 10+ | Oct 31, 2024 |
TAWM
|
Productivity | โ | 10+ | Jun 23, 2023 |
CraigBroadbentWealthManagement
|
Productivity | โ | 5+ | Jan 8, 2025 |
Azalea Vault
|
Productivity | โ | 5+ | May 11, 2026 |
Crossley Thompson WM
|
Productivity | โ | 5+ | Feb 26, 2025 |
DK WM
|
Productivity | โ | 5+ | Mar 14, 2025 |
Orchard Financial
|
Productivity | โ | 5+ | Jan 9, 2024 |
LTC Solutions
|
Productivity | โ | 5+ | Mar 7, 2025 |
Nordis Vault
|
Productivity | โ | 5+ | Aug 7, 2026 |
Jobling Wealth
|
Productivity | โ | 5+ | Jan 28, 2025 |
Kingsway FP
|
Productivity | โ | 5+ | Nov 27, 2025 |
McKnight
|
Productivity | โ | 5+ | Jan 24, 2025 |
Forte Clients
|
Productivity | โ | 1+ | Mar 17, 2025 |
Gatland WM
|
Productivity | โ | 1+ | Mar 24, 2025 |
AspireLane
|
Productivity | โ | 1+ | Jun 26, 2023 |
Hutchinson FP
|
Productivity | โ | 1+ | Feb 25, 2025 |
Mercian Wealth Management
|
Finance | โ | 1+ | Sep 2, 2024 |
Reedman WM
|
Productivity | โ | 1+ | Mar 7, 2025 |
Darien Williams
|
Productivity | โ | 1+ | Jan 13, 2025 |
Hive Vault
|
Productivity | โ | 1+ | Jan 8, 2024 |
HWM Vault
|
Productivity | โ | 1+ | Nov 8, 2024 |
Surrey Oaks Wealth & Financial
|
Productivity | โ | 1+ | Mar 2, 2023 |
Castlerock WM
|
Productivity | โ | 1+ | Jan 27, 2025 |
GCA Vault
|
Productivity | โ | 1+ | Dec 3, 2024 |
Morrinson Wealth Docs
|
Productivity | โ | 1+ | Sep 11, 2024 |
Norfolk Wealth
|
Productivity | โ | 1+ | Nov 6, 2024 |
Bluebelle FP
|
Productivity | โ | 0+ | Jan 31, 2025 |
Mattimore Wealth
|
Productivity | โ | 0+ | Jan 27, 2025 |
PlanIt Vault
|
Productivity | โ | 0+ | Jan 17, 2025 |
