Apps Like WFG Client App for iPhone and iPad
WFG Client App screenshots
Ranked alternatives
Showing 501–520 of 1,000 ranked alternatives.
New Jersey State PBA FCU
NEW JERSEY STATE PBA FEDERAL CREDIT UNION A NJ NONPROFIT CORPORATION
Cornerstone Planning
Cornerstone Planning Group, LLC
View portfolio data and financial plan details
View portfolio data and financial plan details in real time. Access account balances, transaction history, and investment performance. Receive updates on financial goals and plan adjustments. Communicate with advisors for personalized guidance.
AIRE Advisors
AIRE Advisors, LLC
View account info, balances, and financial plans
View account balances and asset allocation details. Access financial plans and transaction history. Receive real-time updates and portfolio performance metrics. Manage investments and contact support through in- messaging.
Troutman
Troutman Pepper Hamilton Sanders LLP
Access legal resources and documents
Access key resources such as tailored content, podcasts, and team directories. Search for legal expertise by practice area or industry. Bookmark and share relevant articles. View firm news and event listings.
Lake City Bank Wealth Access
Lake City Bank
Track balances, view trades, and check holdings
View personal balance sheet with real-time updates on trades, transactions, and portfolio holdings. Track cash flow and trends daily. data from over 20,000 institutions via Intelligent Aggregation.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.