Legacy Financial Advisors app icon

Apps Like Legacy Financial Advisors for iPhone and iPad

Access accounts and documents

View newsfeed, attend Zoom calls with , access eMoney client portal, review Black Diamond performance reports, and communicate directly with .

by Legacy Financial Advisors, LLC (U.S.)★ 5.04 ratingsFinanceFreeData updated 2026-09-06
App detailsView in App Store

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. Auric Capital app icon

    Auric Capital

    Auric Capital Partners LLC

    Manage client portfolios and communications

    Access client account information, view portfolio performance, and receive personalized insights. Schedule calls, send messages, and access educational resources. Receive real-time updates and alerts on account activity.

    ★ 5.02 ratingsBusinessFreeData updated 2026-09-06
    App details
  1. WRFA, LLC app icon

    WRFA, LLC

    WebsterRogers Financial Advisors, LLC

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
    App details
  8. Level FA app icon

    Level FA

    Level Financial Advisors, Inc.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-16
    App details
  11. Paragon Advisor app icon

    Paragon Advisor

    Paragon Advisors, LLC

    View portfolio values and contact your

    View portfolio values and allocations in real-time. Contact your directly through the . Access account summaries and transaction history. Send secure messages and schedule meetings.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-14
    App details

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.