Apps Like R.M. Davis Client Portal for iPhone and iPad
R.M. Davis Client Portal screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Newsmax
Newsmax Media, Inc.
Read news, get updates, stay informed
View breaking news and real-time updates on politics, health, personal finance, and faith. Filter content by category. Save articles for later reading. Share news via social media or email. Set preferences for topics of interest.
First Northern Mobile Banking
First Northern Bank of Dixon
View balances, transfer funds, find branches
View account balances and recent transactions. Transfer funds between accounts. Locate branches and surcharge-free ATMs. Access from Apple iOS devices. Requires active online account.
TIAA
Teachers Insurance and Annuity Association America
Track accounts and manage investments
Manage retirement and brokerage accounts with secure access to account activity, contributions, and asset allocation. Transfer funds between retirement plan accounts and fund new brokerage accounts. Log in using password, Touch ID, or Face ID.
Baird Online
Robert W. Baird & Co.
Track portfolio value and asset allocation
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
EFE
Edelman Financial Engines, LLC
Track accounts and view progress
View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.
RCB Bank Mobile
RCB Bank
View balances, transfer funds, set alerts, find
View account balances and transaction history. Transfer funds between accounts. Set up text and email alerts. Locate nearby ATMs, ITMs, or branches. Pay bills and manage savings goals. Receive account activity notifications.
GS PWM
Goldman Sachs
View portfolio, contact team, track insights
View portfolio details including market value, investment performance, and recent activity. Access account balances and transaction history. Contact the financial team directly. Receive market insights and updates.
NBS Benefits Mobile
National Benefit Services, LLC
View transactions, upload documents, and receive alerts
View recent transactions and account balances. Upload claim documents and photos. Access email and SMS alerts. Contact administrator via email or phone. Use same login credentials as WealthCare Portal. Support stronger authentication methods.
Alerus Retirement
Alerus Financial Corporation
Check balances and view investments
Access account information using existing login credentials. Check balances, view investment performance graphs, and review contributions. Receive alerts, monitor loan data, and see personal rates of return.
Big Horn Federal Mobile
Big Horn Federal Savings Bank
Transfer funds, view accounts, secure sign-in
Manage finances by checking balances, transferring funds between accounts, viewing transactions, and accessing statements. Pay bills, check account details, and set up alerts. Secure login with username and password.
Client Access
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
NDR Mobile
Ned Davis Research, Inc.
Access reports, charts, and recommendations
Access market insights and research reports anytime. View enhanced timelines with position changes. Stream webcasts and webinars. Listen to audio content. Receive personalized notifications.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.