Duckworth Wealth
Orion Advisor Services, LLC Finance
This app allows you to view account information, balances, contact your advisor.
- Downloads
- 1+
- on Google Play
- Price
- Free
- No in-app purchases
- Updated
- Apr 19
- 2016 · v3.2.5
Screenshots
About Duckworth Wealth
The Duckworth Wealth Advisors Mobile App allows authorized Duckworth Wealth Advisors clients to access their portfolio data in a format that was custom designed for mobile devices. This Mobile App allows you to view account information, balances and easily contact the DWA team.
You must be a Duckworth Wealth Advisors client to utilize this application. Please contact Duckworth Wealth Advisors to request access.
You must be a Duckworth Wealth Advisors client to utilize this application. Please contact Duckworth Wealth Advisors to request access.
What’s new
Version 3.2.5 · Updated April 19, 2016
Add support for pushing app updates directly to the device Add period switcher to performance screen Add functionality to display unmanaged accounts on main screen Add RMD screen Add advisor website link to My Advisor screen Add Excel download option to report generator
Alternatives to Duckworth Wealth
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| App | Rating | Price | Installs | Last updated | Compare |
|---|---|---|---|---|---|
| Duckworth Wealth | – | Free | 1+ | Apr 19, 2016 | |
| Orion Wealth Management Portal | – | Free | 5,000+ | Sep 14, 2026 | Compare |
| Orion Mobile | – | Free | 1,000+ | Sep 5, 2023 | Compare |
| Orion Trends | – | Free | 50+ | Oct 4, 2023 | Compare |
| Financial Planning | – | Free | 10+ | Aug 12, 2023 | Compare |
| DunhamMobile | – | Free | 1+ | Mar 13, 2023 | Compare |
| Brinker Capital | – | Free | 100+ | Jul 18, 2026 | Compare |
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