Apps Like WFG Client App for iPhone and iPad
WFG Client App screenshots
Ranked alternatives
Showing 381–400 of 1,000 ranked alternatives.
FourstarWealth Client
Eyeballs Financial LLC
Schedule appointments and view data
Financial advisors can respond to inquiries and manage appointment scheduling directly from their phones. They can accept or reject appointment requests without needing direct communication.
BKM Wealth
BKM Wealth Management, LLC
View accounts, track goals, manage finances
View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.
Abundant Living Consulting
Abundant Living Consulting Corp, LLC
Access services and manage projects remotely
Access subsidiary services and use a collaboration dashboard for scheduling virtual meetings, instant messaging, e-signing contracts, and tracking program progress. View coaching resources and update client information securely.
Running Point Capital
Running Point Capital Advisors, LLC
Access portfolio and financial data securely
Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.
Karta App
Title labs inc.
Check balance, pay bills, track spending
Check your credit card balance instantly. View detailed transaction history with real-time updates. Filter and search for specific transactions. Set spending limits and receive alerts for unusual activity.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.