Apps Like WFG Client App for iPhone and iPad
WFG Client App screenshots
Ranked alternatives
Showing 301–320 of 1,000 ranked alternatives.
SSWP Client Access
SageSpring Wealth Partners, LLC
View portfolio, download reports, connect with advisor
View financial portfolio details, download performance reports, and connect with an advisor. Track account balances, investment summaries, and receive real-time market updates. Send secure messages and schedule consultations.
Signal Community
Signal Advisors Insurance LLC
Connect, share, and discuss insights
Connect with financial advisors to share insights, discuss market trends, and explore strategies. Participate in conversations and collaborate on ideas. Access exclusive marketing materials and consumer-facing content.
Private Client Services
The Capital Group Companies Inc.
Check balances and review assets
Check account balances and view investment results. Review up-to-date holdings and recent transactions. Access insights from research analysts. Log in with secure multi-factor authentication. View team contact information.
Greyspace
Greyspace Financial LLC
View reports, load receipts, schedule meetings
View detailed financial reports, upload bookkeeping receipts, and schedule client meetings. Access encrypted business documents and analytics anytime. Manage financial data securely from a single platform.
Hours Tracker - Work Monitor
FIG FILMS LTD
Track income, log , see progress
Track hourly earnings and multiple income sources. Generate charts and reports to analyze financial progress. Set goals and receive insights to manage income effectively.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.